Integrated Financial Partners

We Believe in Advisors. Let Us Prove It to You.

General Information
Company Name
Integrated Financial Partners
Founded Year
2003
Location (Offices)
Waltham, United States +22
Founders / Decision Makers
Number of Employees
131
Industries
Finance, Financial Services
Funding Stage
-
Social Media

Integrated Financial Partners - Company Profile

Integrated Financial Partners is a financial services company founded in 2003 and headquartered in the United States. With their slogan "We Believe in Advisors. Let Us Prove It to You.", they have been dedicated to helping financial advisors achieve their entrepreneurial vision since 1996. The company's comprehensive business building services, offered through one hundred and twenty-nine advisors and thirty-seven regional offices across the United States, are designed specifically for the truly independent advisor. Integrated Financial Partners has built a strong reputation advisor by advisor, client by client, emphasizing empowerment, integrity, and trust as the foundation of their operations. The company believes in the power that financial advisors have to make a positive impact on people’s lives and supports them through a completely customizable open architecture business environment. This includes services such as technology, investment management, advanced planning, CPA partner program, family office platform, custody, marketing, public relations, M&A, succession planning, and comprehensive business counsel. Integrated Financial Partners operates separately from LPL Financial, offering securities through LPL Financial and investment advice through Integrated Partners, a registered investment advisor. It's important to note that IFP and LPL Financial do not provide legal/tax advice or services. As of now, there is no public information available about the last investment or the investors involved with Integrated Financial Partners. However, the company's emphasis on empowering financial advisors and their substantial nationwide presence make them a noteworthy player in the finance and financial services industries.

Taxonomy: business building, independent advisor, investment management, open architecture, CPA partner program, family office platform, custody, marketing, M&A, succession planning, comprehensive business counsel, registered investment advisor, lpl financial, integrated partners

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There is no investment information

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