Integrated Partners

Integrated Partners is a long-standing financial services company established in 2003 and headquartered in the United States. The company's slogan, "Empowering financial advisors to achieve their entrepreneurial vision since 1996," echoes its commitment to supporting independent advisors in building the businesses they envision. With a network of 141 advisors, 127 CPAs, and 40 regional offices across the U.S., Integrated Partners is dedicated to empowering advisors and providing comprehensive business-building services in an open architecture environment. The company's core values of empowerment, integrity, and trust underpin its mission to enable financial advisors to positively impact their clients' lives. Integrated Partners offers a wide range of services and support, including technology, investment management, advanced planning, CPA partner programs, family office platforms, custody, marketing, public relations, M&A, and succession planning. It also provides comprehensive business counsel, reflecting a holistic approach to advisor success. Integrated Partners operates as a registered investment advisor, aligning with its commitment to offering investment advice through a reputable platform. While the latest investment details are not available, the company's emphasis on empowerment and support for independent advisors positions it as a significant player in the finance and financial services industries. In conclusion, Integrated Partners' steadfast dedication to supporting advisors and clients alike underscores its prominent role in the financial services sector, making it a compelling potential investment opportunity for venture capitalists seeking to participate in the growth of innovative and client-focused financial advisory firms.