Integrated Financial Partners Revenue and Competitors
Estimated Revenue & Valuation
- Integrated Financial Partners's estimated annual revenue is currently $34.4M per year.
- Integrated Financial Partners's estimated revenue per employee is $231,000
Employee Data
- Integrated Financial Partners has 149 Employees.
- Integrated Financial Partners grew their employee count by 0% last year.
Integrated Financial Partners's People
| Name | Title | Email/Phone |
|---|---|---|
1 | SVP & Private Wealth Advisor | Reveal Email/Phone |
2 | SVP, Business Development | Reveal Email/Phone |
3 | Chief Investment Officer | Reveal Email/Phone |
4 | Director Strategic Alliances | Reveal Email/Phone |
5 | Chief Operations Officer | Reveal Email/Phone |
6 | Director Operations for Martha Payne | Reveal Email/Phone |
7 | Director Financial Planning for Andrew J. Ross, CFP®, CPFA | Reveal Email/Phone |
8 | Practice Manager | Reveal Email/Phone |
9 | Private Wealth Manager | Reveal Email/Phone |
10 | Client Services Manager | Reveal Email/Phone |
Integrated Financial Partners Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $38.3M | 166 | 0% | N/A | N/A |
#2 | $121.5M | 463 | 6% | N/A | N/A |
#3 | $4.3M | 29 | 21% | N/A | N/A |
#4 | $13.6M | 72 | 80% | N/A | N/A |
#5 | $7.9M | 47 | -27% | N/A | N/A |
#6 | $7.2M | 43 | 8% | N/A | N/A |
#7 | $48M | 208 | 8% | N/A | N/A |
#8 | $164.9M | 0 | N/A | N/A | N/A |
#9 | $147M | 560 | -5% | N/A | N/A |
#10 | $64.7M | 280 | 3% | N/A | N/A |
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.
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Total Funding
149
Number of Employees
$34.4M
Revenue (est)
0%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Integrated Financial Partners News
LAB Group expects this integration to provide the benefit to its wealth advisory and stockbroking client base. The integration has already seen...
The addition of Wagner Resources Group brings Integrated Financial Partners' brokerage and advisory assets to $810 million.
Through the acquisition of the Wagner Resource Group, Integrated Financial Partners grew from $450 million in brokerage and advisory assets...
Other Companies in Waltham
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $28.9M | 149 | 18% | $125.4M |
#2 | $23.9M | 150 | 8% | N/A |
#3 | $24.1M | 151 | 0% | N/A |
#4 | $23.4M | 151 | 30% | N/A |
#5 | $34.3M | 152 | 1% | N/A |