Integrated Advisory

Financial Services • Calgary, Alberta, Canada • 1-10 Employees

Company overview

Headquarters	Calgary, Alberta, Canada
Website	integratedadvisory.ca
NAICS	52
Employees	1-10
Socials

Key Contact at Integrated Advisory

Tim Coakwell

Senior Vice President, Member Relations

About Integrated Advisory

Helping innovative CPA firms lead the new era of financial advice. We work with entrepreneurial CPA firms in Canada to offer their clients an integrated and holistic planning experience, so they can live the life of their dreams.

Integrated Advisory revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Vice President

Employees by Department

Integrated Advisory has 5 employees across 1 departments.

Departments

Number of employees

Funding Data

Integrated Advisory has never raised funding before.