Integrated Financial Partners Revenue and Competitors

Boston, MA USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Integrated Financial Partners's estimated annual revenue is currently $34.4M per year.(i)
  • Integrated Financial Partners's estimated revenue per employee is $244,106

Employee Data

  • Integrated Financial Partners has 141 Employees.(i)
  • Integrated Financial Partners grew their employee count by 14% last year.

Integrated Financial Partners's People

NameTitleEmail/Phone
1
Chief OperationsReveal Email/Phone
2
Chief Operating OfficerReveal Email/Phone
3
SVP, Business DevelopmentReveal Email/Phone
4
Director Client RelationsReveal Email/Phone
5
Chief Investment OfficerReveal Email/Phone
6
Director Strategic AlliancesReveal Email/Phone
7
Chief Operations OfficerReveal Email/Phone
8
Director Financial Planning for Andrew J. Ross, CFP®, CPFAReveal Email/Phone
9
Manager OperationsReveal Email/Phone
10
Practice ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$38.3M127-8%N/AN/A
#2
$121.5M4086%N/AN/A
#3
N/A22144%N/AN/A
#4
N/A929%N/AN/A
#5
$4.3M3963%N/AN/A
#6
$13.6M6734%N/AN/A
#7
$7.9M18-54%N/AN/A
#8
$7.2M34-6%N/AN/A
#9
$48M170-2%N/AN/A
#10
$164.9M0N/AN/AN/A
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What Is Integrated Financial Partners?

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia Wisconsin, and Wyoming.

keywords:N/A

N/A

Total Funding

141

Number of Employees

$34.4M

Revenue (est)

14%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Integrated Financial Partners News

2022-04-20 - LAB Group partners with Complii to simplify financial advice

LAB Group expects this integration to provide the benefit to its wealth advisory and stockbroking client base. The integration has already seen...

2022-04-13 - Integrated Partners Affiliate Adds $350M with New Acquisition

The addition of Wagner Resources Group brings Integrated Financial Partners' brokerage and advisory assets to $810 million.

2022-04-06 - Integrated Partners Helps Affiliate Nearly Double Assets ...

Through the acquisition of the Wagner Resource Group, Integrated Financial Partners grew from $450 million in brokerage and advisory assets...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$23.9M141-2%N/A
#2
$34.3M1461%N/A
#3
$18.9M14723%$137.5M
#4
$28.7M148-10%$227M
#5
$28.9M14918%$125.4M