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Integrated Solutions

the smart outsource solution

Founded 1985 United States New York, United States 28 employees Financial Services, Human Resources

General Information

Company Name Integrated Solutions
Founded Year 1985
Location United States New York, United States
Employees 28
Industries Financial Services, Human Resources
Business Model B2B, DaaS, B2B2B
Revenue Model Service Fee, Consulting Fee, Retainer
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About Integrated Solutions

Integrated Solutions℠, founded in 1985, is a seasoned player in the Financial Services and Human Resources sectors. The company operates from its base in the United States and offers a tailored outsourcing experience, best described by its slogan, "the smart outsource solution."

Specializing in operational and compliance consulting, Integrated Solutions℠ caters to broker-dealers, commodities firms, investment advisors, and other entities regulated by the Securities and Exchange Commission and FINRA. Additionally, the company offers fund administration services targeting hedge funds, private equity firms, and family offices. It has diversified its client base across the real estate and entertainment industries as well.

Given its long-standing history and strategic expansions, including a recent entry into the UK market, Integrated Solutions℠ remains unencumbered by recent funding rounds, potentially signaling strong internal capital management and revenue generation capabilities.

Business keywords: Operational Consulting, Compliance Consulting, Hedge Fund Administration, Broker-Dealer Advising, Investment Advisor Compliance, Regulatory Navigation, Alternative Investment Servicing, Fund Administration, Family Office Services, Real Estate Financial Services, Entertainment Industry Services, Recruitment and Staffing, Accounting and Bookkeeping, Private Equity Services

Services & Products

Fund Accounting and Administration
Broker-Dealer Registration
Compliance and Risk Management
Outsourced CFO and Controller Services
Financial Statement Preparation
SEC and SPAC Reporting Services

Target Customers

Hedge Funds Broker Dealers Venture Funds Private Equity Funds Portfolio Companies Special Purpose Acquisition Companies Public Reporting Entities Registered Investment Advisors Family Offices

No funding data available for Integrated Solutions yet.

Integrated Solutions Alternatives & Competitors

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FAQ About Integrated Solutions

the smart outsource solution
Integrated Solutions was founded in 1985.
Integrated Solutions is headquartered in New York, United States.
Integrated Solutions operates in Financial Services and Human Resources. Its work centres on Operational Consulting, Compliance Consulting, Hedge Fund Administration and Broker-Dealer Advising. Its customers include Hedge Funds, Broker Dealers and Venture Funds.
Integrated Solutions has a B2B, DaaS and B2B2B business model. Its revenue comes from Service Fee, Consulting Fee and Retainer.
Integrated Solutions has approximately 28 employees.
Integrated Solutions offers: Fund Accounting and Administration, Broker-Dealer Registration, Compliance and Risk Management, Outsourced CFO and Controller Services, Financial Statement Preparation, SEC and SPAC Reporting Services.
Top alternatives and competitors to Integrated Solutions include Options Group, Financial Sketchers, Midwest Financial Group. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Integrated Solutions and Options Group are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Integrated Solutions, https://bouncewatch.com/company/integrated-solutions, updated 8 March 2026. When citing, please name BounceWatch and link this page.

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