Integrated Partners

Financial Services • Boston, Massachusetts, United States • 51-100 Employees

Company overview

Headquarters	Boston, Massachusetts, United States
Phone number	+16173207752
Websites	integrated-partners.com ifpadvisor.com
NAICS	52
Keywords	Financial Advisors, CPA, RIA, Financial Services, Wealth Management, Insurance, Estate Planning, Advisors, Business Owner Solutions
Founded	1996
Employees	51-100
Socials

Key Contacts at Integrated Partners

Paul Saganey

Ceo & Founder

Richard Austin

Executive Director

Brian Lavoie

Director Of Operations & Relationship Management

Stephen Carrigg

Director Of Investment Analysis, Private Wealth Advisor

Kathleen L. Donnelly

Director Of Finance & Accounting

Caitlyn Frament

Director Of Compliance

Jenn Rapoza

Director Of Operations, Office Of The Cio

Jerry Prince

Director Of Integrated Academy

Integrated Partners Email Formats

Integrated Partners uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 48.2% of the time.

Format	Example	Percentage
{first name}.{last name}@company.com	john.doe@company.com	48.2%
{first name initial}{last name}@company.com	{first name initial}doe@company.com	24.1%
{first name}@company.com	john@company.com	12.4%
{last name}.{first name}@company.com	doe.john@company.com	8.9%
{first name}{last name}@company.com	johndoe@company.com	6.4%

About Integrated Partners

“We believe in empowering independent advisors to build the businesses they’ve always envisioned, while sharing a common goal – taking care of our clients.” – PAUL SAGANEY, FOUNDER & PRESIDENT Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and forty-one advisors, one hundred and twenty-seven CPAs and forty regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity and trust, we believe in the power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, family office platform, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel. Our number one goal is your success. ************************************************************************ Investment advice offered through Integrated Partners, a registered investment advisor. The financial consultants of Integrated Partners are also registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. www.sipc.org www.finra.org Investment advice offered through Integrated Financial Partners, a registered investment advisor. LPL Financial and Integrated Financial Partners do not offer tax advice or services. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.integrated-partners.com.

Integrated Partners revenue & valuation

Annual revenue	$36,500,000
Revenue per employee	$664,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$116,800,000
Total funding	No funding

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Integrated Partners has 21 employees across 10 departments.

Departments

Number of employees

Funding Data

Integrated Partners has never raised funding before.

Integrated Partners Tech Stack

Discover the technologies and tools that power Integrated Partners's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

Swiper

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

Google Ads

Advertising

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

WordPress

Blogs

Divi

Page builders

Google Analytics

Analytics

Frequently asked questions

Integrated Partners is located in Boston, Massachusetts, US.

You can reach Integrated Partners at +16173207752.

Integrated Partners was founded in 1996, making it 30 years old. The company has established itself as a significant player in its industry over this time.

Integrated Partners has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.