What departments does Integrated Financial Partners have?

Integrated Financial Partners has employees across 9 departments including Finance, Marketing, Engineering, Operations, Business Development.

What is the largest department at Integrated Financial Partners?

The largest department at Integrated Financial Partners is Finance with 16 employees.

Where are Integrated Financial Partners employees located globally?

Integrated Financial Partners has employees across 2 continents and 2 countries including United States Of America, Fiji.

How has Integrated Financial Partners's team size changed over time?

Integrated Financial Partners's team has decreased from approximately 145 to 142 employees based on available data.

Integrated Financial Partners Employee Directory

Financial ServicesMassachusetts, United States51-200 Employees

Integrated Financial Partners supports independent financial advisors by offering a customizable platform built on open-architecture principles. The firm provides a broad range of resources, including technology, investment management, advanced planning, a CPA partner program, family office capabilities, custody, marketing, public relations, M&A support, succession planning, and comprehensive business counsel. Securities are offered through LPL Financial, with Integrated Partners and Integrated Financial Partners operating as separate entities from LPL.
Based in Waltham, Massachusetts, the company was founded in 1996 and maintains a nationwide network of regional offices serving financial advisors. In 2024, it announced a partnership with Wright Ford Young & Co. to launch WFY Wealth Management.

Integrated Financial Partners Global Highlights

North America
172

United States Of America
172

Oceania
1

Fiji
1

Integrated Financial Partners's Leadership

R. B.
Chief Investment Officer And Senior Executive
Mobile Phone
Email
S. K.
Chief Investment Officer
Mobile Phone
Email
B. Z.
Chief Marketing Officer
Mobile Phone
Email
I. K.
Chief Technology Officer
Mobile Phone
Email
V. L.
Vice President Compliance
Mobile Phone
Email
S. D.
Managing Partner
Mobile Phone
Email
V. S.
Owner
Mobile Phone
Email
P. K.
Executive Vice President
Mobile Phone
Email

Integrated Financial Partners Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Arts & Design
Business
Finance
Other
Legal

Contact profiles from Integrated Financial Partners

Name

Title

Contact Info

Location

Last Update

S. K.
Chief Investment Officer
Mobile Phone
Email
United StatesMassachusetts
Apr 01, 2026
B. Z.
Chief Marketing Officer
Mobile Phone
Email
Oct 17, 2024
I. K.
Chief Technology Officer
Mobile Phone
Email
Jul 03, 2023
R. B.
Chief Investment Officer And Senior Executive
Mobile Phone
Email
United StatesMassachusetts
Oct 22, 2024
S. D.
Managing Partner
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
V. S.
Owner
Mobile Phone
Email
Fiji
May 07, 2024
P. K.
Executive Vice President
Mobile Phone
Email
United StatesMassachusetts
Apr 17, 2026
J. P.
Financial Planner/ Sr. Vice President
Mobile Phone
Email
United StatesMassachusetts
Jun 01, 2026
V. L.
Vice President Compliance
Mobile Phone
Email
United StatesNew York
Aug 28, 2024
J. L.
Director Of Client Relations
Mobile Phone
Email
United StatesMassachusetts
Apr 15, 2026

Frequently Asked Questions

What is Integrated Financial Partners known for?

Integrated Financial Partners was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 300 Fifth Avenue 3rd Floor Waltham, Massachusetts 02451 United States; you can contact the main corporate office by phone at

+1-781-373-****

. Explore Integrated Financial Partners's company overview page for more information.

What is Integrated Financial Partners's most common email format?

Integrated Financial Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Integrated Financial Partners email formats with LeadIQ.

How many employees does Integrated Financial Partners have currently?

Integrated Financial Partners has approximately 141 employees as of May 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Integrated Financial Partners's key employees and leadership?

As of May 2026, Integrated Financial Partners's key employees include:

Chief Investment Officer And Senior Executive: R. B.
Chief Investment Officer: S. K.
Chief Marketing Officer: B. Z.
Chief Technology Officer: I. K.
Vice President Compliance: V. L.

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Integrated Financial Partners Employee Directory

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