About Integrated Partners
Integrated Partners is a company based in Waltham (United States) founded in 1996. It operates as a Professional Services, and Brokerage / Intermediation. 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.
- Headquarter Waltham, United States
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
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Investments & Acquisitions
Laurel Wealth Advisors
& 1 more
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Products & Services of Integrated Partners
Integrated Partners offers a comprehensive portfolio of products and services, including Integrated Financial Solutions and CPA Partner Program. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Financial solutions are provided for independent advisors' clients.
Partnerships with CPAs are facilitated for advisor collaboration.
Funding Insights of Integrated Partners
| 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 |
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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
|
2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
|
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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Provider of wealth management services
|
2011 | ||||
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Diversified investment portfolios are managed across multiple asset classes.
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1979 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
|
2017 | ||||
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Bionic investment advisor platform
|
2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 |
Financial Statements - Integrated Partners
| 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 Partners Comparisons
Competitors of Integrated Partners
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| 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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Frequently Asked Questions about Integrated Partners
When was Integrated Partners founded?
Integrated Partners was founded in 1996.
Where is Integrated Partners located?
Integrated Partners is headquartered in Waltham, United States. It is registered at Waltham, Massachusetts, United States.
What does Integrated Partners do?
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.
What products or services does Integrated Partners offer?
Integrated Partners offers Integrated Financial Solutions and CPA Partner Program.
How many acquisitions has Integrated Partners made?
Integrated Partners has made 2 acquisitions, including Laurel Wealth Advisors, and Wagner Resource Group.