Integrated Management Solutions

Financial ServicesNew York, United States11-50 Employees

Integrated Management Solutions provides comprehensive financial consulting across regulatory, financial, operational, and strategic domains for a range of clients, including securities broker-dealers, commodities firms, investment advisers, and both private and publicly held funds. From early-stage ventures to established organizations, IMS supports domestic and international clients with deep regulatory knowledge spanning U.S. and international jurisdictions.

Its team includes licensed securities professionals with experience across equities, fixed income, commodities, and private equity in US and international markets, enabling capabilities beyond compliance. The firm also emphasizes cross-border transactions and non-U.S. fund launches and listings, with a roster of Financial and Operational Principals, many CPAs or senior accounting professionals. It maintains a willingness to advocate at high regulatory levels on behalf of clients and adapts as regulation, technology, products, and services evolve. Based in New York, New York, IMS positions itself as a globally oriented adviser within the financial services sector.

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