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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.

Find Integrated Financial Partners employees' phone numbers or email addresses

Integrated Financial Partners Global Highlights

Location
Employees

North America
179

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  • United States Of America
    179

Oceania
1

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  • Fiji
    1

Integrated Financial Partners's Leadership

  • Chief Marketing Officer at Integrated Financial Partners
    B. Z.
    Chief Marketing Officer
    Mobile Phone
  • Chief Technology Officer at Integrated Financial Partners
    I. K.
    Chief Technology Officer
    Mobile Phone
  • Owner at Integrated Financial Partners
    V. S.
    Owner
    Mobile Phone
  • Vice President, Strategy And Development at Integrated Financial Partners
    A. P.
    Vice President, Strategy And Development
    Mobile Phone
  • Operations Manager at Integrated Financial Partners
    L. P.
    Operations Manager
    Mobile Phone
  • Financial Planner at Integrated Financial Partners
    K. P.
    Financial Planner
    Mobile Phone
  • Client Services Representative at Integrated Financial Partners
    C. H.
    Client Services Representative
    Mobile Phone
  • Financial Planner at Integrated Financial Partners
    D. G.
    Financial Planner
    Mobile Phone

Integrated Financial Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Arts & Design
  • Business
  • Finance
  • Other
  • Legal
  • Sales

Contact profiles from Integrated Financial Partners

Name
Title
Contact
Location
Last Update
  • Chief Marketing Officer at Integrated Financial Partners
    B. Z.
    Chief Marketing Officer
    Mobile Phone
    Oct 17, 2024
  • Chief Technology Officer at Integrated Financial Partners
    I. K.
    Chief Technology Officer
    Mobile Phone
    Jul 03, 2023
  • Owner at Integrated Financial Partners
    V. S.
    Owner
    Mobile Phone
    Fiji
    May 07, 2024
  • Vice President, Strategy And Development at Integrated Financial Partners
    A. P.
    Vice President, Strategy And Development
    Mobile Phone
    May 01, 2024
  • Operations Manager at Integrated Financial Partners
    L. P.
    Operations Manager
    Mobile Phone
    Jul 07, 2024
  • Financial Planner at Integrated Financial Partners
    K. P.
    Financial Planner
    Mobile Phone
    Aug 06, 2026
  • Client Services Representative at Integrated Financial Partners
    C. H.
    Client Services Representative
    Mobile Phone
    Jun 30, 2026
  • Financial Planner at Integrated Financial Partners
    D. G.
    Financial Planner
    Mobile Phone
    Apr 06, 2023
  • Employee at Integrated Financial Partners
    T. A.
    Mobile Phone

Frequently Asked Questions

What is Integrated Financial Partners known for?

Minus sign iconPlus sign iconIntegrated Financial Partners was founded in 1996 and operates in the Financial Services industry. You can contact Integrated Financial Partners's 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?

Minus sign iconPlus sign iconIntegrated Financial Partners employees' email format typically follows the pattern of First.Last@ifpadvisor.com. 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?

Minus sign iconPlus sign iconIntegrated Financial Partners has approximately 140 employees as of August 2026. These team members are located across 2 continents, including North America and Oceania.

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

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

  • Chief Marketing Officer: B. Z.
  • Chief Technology Officer: I. K.
  • Owner: V. S.
  • Vice President, Strategy And Development: A. P.
  • Operations Manager: L. P.

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