About Integrated Financial Holdings
Integrated Financial Holdings is a company based in Raleigh (United States) founded in 2020 was acquired by MVB Bank in August 2022.. Integrated Financial Holdings operates in a competitive market with competitors including Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
- Headquarter Raleigh, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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Funding Insights of Integrated Financial Holdings
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investors in Integrated Financial Holdings
Integrated Financial Holdings has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include MVB Bank. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Commercial bank
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Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Integrated Financial Holdings
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Integrated Financial Holdings
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Integrated Financial Holdings Comparisons
Competitors of Integrated Financial Holdings
Integrated Financial Holdings operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Integrated Financial Holdings
Frequently Asked Questions about Integrated Financial Holdings
When was Integrated Financial Holdings founded?
Integrated Financial Holdings was founded in 2020.
Where is Integrated Financial Holdings located?
Integrated Financial Holdings is headquartered in Raleigh, United States. It is registered at Raleigh, North Carolina, United States.
Who is the current CEO of Integrated Financial Holdings?
Eric J Bergevin is the current CEO of Integrated Financial Holdings.
What does Integrated Financial Holdings do?
Integrated Financial Holdings was established in 2020 in Raleigh, United States. Operations are focused on the financial sector, where management services are delivered to support client needs. Core activities include oversight of financial strategies and resources. The company is led by CEO Eric J. Bergevin. Services are tailored for various financial requirements within the domestic market.
Who are the top competitors of Integrated Financial Holdings?
Integrated Financial Holdings's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Who are Integrated Financial Holdings's investors?
Integrated Financial Holdings has 1 investor. Key investors include MVB Bank.
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