About Integrated Partners
Integrated Partners is a Financial Services company based in Waltham (United States) founded in 1996. Integrated Partners is engaged in supporting independent financial advisors. It operates on a Professional Services and Brokerage / Intermediation model. Integrated Partners has completed 2 acquisitions, including Laurel Wealth Advisors and Wagner Resource Group. Integrated Partners offers products and services including Integrated Financial Solutions and CPA Partner Program. Its focus areas include Financials, Investment Management and Wealth Management.
Company details
Integrated Partners is focused on empowering independent financial advisors across the United States. Comprehensive business-building services are provided, including technology, investment management, advanced planning, and a CPA partner program. Solutions are tailored for advisors in wealth management, with a customizable open architecture environment. Support is extended through marketing, public relations, and succession planning. The firm operates in the financial sector, fostering partnerships with over 200 advisors and 150 CPAs in more than 70 offices nationwide.
- Headquarters Waltham, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website integrated-partners.com
- Social LinkedIn X
- Investments & AcquisitionsLaurel Wealth Advisors
& 1 more
Products & Services of Integrated Partners
Integrated Partners offers a comprehensive portfolio of products and services, including Integrated Financial Solutions and CPA Partner Program.
Financial solutions are provided for independent advisors' clients.
Partnerships with CPAs are facilitated for advisor collaboration.
Investments & Acquisitions by Integrated Partners
Integrated Partners has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Laurel Wealth Advisors and Wagner Resource Group.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Provider of wealth management services | laurelwa.com | La Jolla, United States | 2011 | Feb 2023 | •••• | |
Diversified investment portfolios are managed across multiple asset classes. | wagnerrg.com | Mclean, United States | 1979 | Apr 2022 | •••• |
Complete acquisition details for Integrated Partners
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Integrated Partners
3 dated milestones of Integrated Partners across 27 years, from founding to its latest funding, stage changes and deals.
- Founded Integrated Partners is founded.
- Acquisition Acquires Wagner Resource Group.
- Acquisition Acquires Laurel Wealth Advisors.
Web traffic of Integrated Partners
Websites that share an audience with Integrated Partners (integrated-partners.com).
Websites whose visitors overlap most with Integrated Partners. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| planningretirements.com | 98% | 4.9K | #3,783,370 | View details | |
| waverly-advisors.com | 92% | 10.5K | #2,065,659 | View details | |
| gwadvisors.net | 28% | View details | |||
| carystreetpartners.com | 23% | 5.9K | #3,069,121 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Integrated Partners (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about Integrated Partners
Integrated Partners was founded in 1996.
Integrated Partners is headquartered in Waltham, United States. It is registered at Waltham, Massachusetts, United States.
Integrated Partners is focused on empowering independent financial advisors across the United States. Comprehensive business-building services are provided, including technology, investment management, advanced planning, and a CPA partner program. Solutions are tailored for advisors in wealth management, with a customizable open architecture environment. Support is extended through marketing, public relations, and succession planning. The firm operates in the financial sector, fostering partnerships with over 200 advisors and 150 CPAs in more than 70 offices nationwide.
Integrated Partners offers Integrated Financial Solutions and CPA Partner Program.
Integrated Partners has made 2 acquisitions, including Laurel Wealth Advisors, and Wagner Resource Group.