Insights

Expanding Advisor Network Integrated Partners supports a sizable and growing network of over 120 advisors across 37 regional offices, presenting an opportunity to introduce new financial products, technology solutions, or support services tailored to expanding advisory practices.

Collaborative Partnerships Recent collaborations with CPA firms like Wright Ford Young & Co. and the Massachusetts Society of CPAs highlight a strategic openness to forming alliances that expand service offerings and potentially attract CPA-led advisory teams seeking integrated financial solutions.

Growth-Driven Portfolio With assets under advisement estimated between $9 billion and $10 billion, Integrated Partners offers a significant platform for introducing wholesale investment opportunities, advanced planning tools, and retirement solutions to high-net-worth and institutional clients.

Technology Integration Using a modern tech stack including WordPress, Google Analytics, and PHP, the company demonstrates a commitment to digital engagement and data-driven decision-making, creating potential for sales of innovative fintech tools and digital marketing services.

Market Positioning Operating within a competitive landscape alongside large firms with thousands of employees and billions in revenue, Integrated Partners presents opportunities for targeted outreach to mid-sized firms and independent advisors seeking customized, flexible solutions to differentiate and grow their practices.

Integrated Financial Partners Tech Stack

Integrated Financial Partners uses 8 technology products and services including WordPress, Twemoji, Google Fonts API, and more. Explore Integrated Financial Partners's tech stack below.

  • WordPress
    Content Management System
  • Twemoji
    Font Scripts
  • Google Fonts API
    Font Scripts
  • PHP
    Programming Languages
  • Piwik
    System Analytics & Monitoring
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks
  • Gravity Forms
    Web Platform Extensions

Media & News

Integrated Financial Partners's Email Address Formats

Integrated Financial Partners uses at least 2 format(s):
Integrated Financial Partners Email FormatsExamplePercentage
First.Last@ifpadvisor.comJohn.Doe@ifpadvisor.com
82%
Last@ifpadvisor.comDoe@ifpadvisor.com
8%
FLast@ifpadvisor.comJDoe@ifpadvisor.com
9%
FirstLast@ifpadvisor.comJohnDoe@ifpadvisor.com
1%

Frequently Asked Questions

Where is Integrated Financial Partners's headquarters located?

Minus sign iconPlus sign icon
Integrated Financial Partners's main headquarters is located at 300 Fifth Avenue, 3rd Floor. The company has employees across 2 continents, including North AmericaOceania.

What is Integrated Financial Partners's phone number?

Minus sign iconPlus sign icon
You can contact Integrated Financial Partners's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Integrated Financial Partners's official website and social media links?

Minus sign iconPlus sign icon
Integrated Financial Partners's official website is ifpadvisor.com and has social profiles on LinkedIn.

What is Integrated Financial Partners's NAICS code?

Minus sign iconPlus sign icon
Integrated Financial Partners's NAICS code is 52 - Finance and Insurance.

How many employees does Integrated Financial Partners have currently?

Minus sign iconPlus sign icon
As of December 2025, Integrated Financial Partners has approximately 201 employees across 2 continents, including North AmericaOceania. Key team members include Chief Investment Officer And Senior Executive: R. B.Chief Investment Officer: S. K.Chief Marketing Officer: B. Z.. Explore Integrated Financial Partners's employee directory with LeadIQ.

What industry does Integrated Financial Partners belong to?

Minus sign iconPlus sign icon
Integrated Financial Partners operates in the Financial Services industry.

What technology does Integrated Financial Partners use?

Minus sign iconPlus sign icon
Integrated Financial Partners's tech stack includes WordPressTwemojiGoogle Fonts APIPHPPiwikGoogle Tag ManagerBootstrapGravity Forms.

What is Integrated Financial Partners's email format?

Minus sign iconPlus sign icon
Integrated Financial Partners's email format typically follows the pattern of First.Last@ifpadvisor.com. Find more Integrated Financial Partners email formats with LeadIQ.

When was Integrated Financial Partners founded?

Minus sign iconPlus sign icon
Integrated Financial Partners was founded in 1996.

Integrated Financial Partners

Financial ServicesMassachusetts, United States201-500 Employees

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 twenty-nine advisors and thirty-seven 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. 

Securities offered through LPL Financial, Member SIPC. www.sipc.org. Investment advice offered through Integrated Partners, a registered investment advisor. Integrated Partners and Integrated Financial Partners are separate entities from LPL Financial. IFP and LPL Financial do not provide legal/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.IFPadvisor.com.

Section iconCompany Overview

Headquarters
300 Fifth Avenue, 3rd Floor
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
201-500

Section iconFunding & Financials

  • $100M$250M

    Integrated Financial Partners's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Integrated Financial Partners's revenue is estimated to be in the range of $100M$250M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.