Integrated Partners Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Integrated Partners's estimated annual revenue is currently $7.7M per year.(i)
  • Integrated Partners's estimated revenue per employee is $168,000

Employee Data

  • Integrated Partners has 46 Employees.(i)
  • Integrated Partners grew their employee count by 10% last year.

Integrated Partners's People

NameTitleEmail/Phone
1
President & FounderReveal Email/Phone
2
Chief Operations OfficerReveal Email/Phone
3
Chief Growth OfficerReveal Email/Phone
4
Chief Financial OfficerReveal Email/Phone
5
Chief Implementation OfficerReveal Email/Phone
6
Chief Content OfficerReveal Email/Phone
7
SVPReveal Email/Phone
8
Director Finance & AccountingReveal Email/Phone
9
Director TechnologyReveal Email/Phone
10
Executive DirectorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$38.3M1660%N/AN/A
#2
$121.5M4636%N/AN/A
#3
$4.3M2921%N/AN/A
#4
$13.6M7280%N/AN/A
#5
$7.9M47-27%N/AN/A
#6
$7.2M438%N/AN/A
#7
$48M2088%N/AN/A
#8
$164.9M0N/AN/AN/A
#9
$147M560-5%N/AN/A
#10
$64.7M2803%N/AN/A
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What Is Integrated Partners?

“We believe in empowering independent advisors to build the businesses they’ve always envisioned, while sharing a common goal – taking care of our clients.” – PAUL SAGANEY, FOUNDER & PRESIDENT Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and forty-one advisors, one hundred and twenty-seven CPAs and forty regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity and trust, we believe in the power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, family office platform, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel. Our number one goal is your success. ************************************************************************ Investment advice offered through Integrated Partners, a registered investment advisor. The financial consultants of Integrated Partners are also registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. www.sipc.org www.finra.org Investment advice offered through Integrated Financial Partners, a registered investment advisor. LPL Financial and Integrated Financial Partners do not offer tax advice or services. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.integrated-partners.com.

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Total Funding

46

Number of Employees

$7.7M

Revenue (est)

10%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$4.9M46-52%$8.3M
#2
$7.7M465%N/A
#3
$4.9M46-21%$50M
#4
$4.5M46-8%$16.7M
#5
$6.6M4615%N/A