Insights

Specialized Financial Services Integrated Solutions offers tailored financial consulting services to securities broker-dealers and commodities firms, presenting opportunities to partner with niche financial organizations seeking customized compliance, operational, and strategic support.

Small to Medium Market Focus With a team size of 11 to 50 employees and revenue under 1 million dollars, IMS targets smaller and emerging financial firms that require personalized, flexible consulting services—ideal clients for growth-focused business development strategies.

Long-Standing Industry Presence Operating since 1985, IMS has established deep industry expertise and a broad network within the financial services sector, enabling sales teams to leverage its reputation and long-term client relationships for expansion opportunities.

Potential for Technology Enhancements While specific technology data isn’t detailed, IMS’s focus on regulatory, financial, and operational functions suggests an opportunity to provide advanced compliance tech solutions or automation tools that could benefit their service delivery.

Partnership-Oriented Approach IMS emphasizes collaborative, partnership-style relationships with clients, indicating that solutions which align with their consultative sales model—such as integrated software or long-term service agreements—may be most appealing for fostering client loyalty and upselling.

Integrated Solutions Tech Stack

Media & News

Integrated Solutions's Email Address Formats

Integrated Solutions uses at least 1 format(s):
Integrated Solutions Email FormatsExamplePercentage
FLast@intman.comJDoe@intman.com
89%
FMLast@intman.comJMDoe@intman.com
4%
First.Last@intman.comJohn.Doe@intman.com
3%
FL@intman.comJD@intman.com
4%

Frequently Asked Questions

Where is Integrated Solutions's headquarters located?

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Integrated Solutions's main headquarters is located at 42 Broadway Suite 12-129 New York, New York 10004 United States. The company has employees across 1 continents, including North America.

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

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Integrated Solutions's official website is intman.com and has social profiles on LinkedIn.

What is Integrated Solutions's NAICS code?

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Integrated Solutions's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Integrated Solutions have currently?

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As of April 2026, Integrated Solutions has approximately 28 employees across 1 continents, including North America. Key team members include President: L. D. S.Senior Managing Director: H. S.Compliance Specialist: D. I.. Explore Integrated Solutions's employee directory with LeadIQ.

What industry does Integrated Solutions belong to?

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Integrated Solutions operates in the Accounting industry.

What is Integrated Solutions's email format?

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Integrated Solutions's email format typically follows the pattern of FLast@intman.com. Find more Integrated Solutions email formats with LeadIQ.

When was Integrated Solutions founded?

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Integrated Solutions was founded in 1985.

Integrated Solutions

AccountingNew York, United States11-50 Employees

Integrated Management Solutions (IMS) is a full service financial consulting firm that has been servicing the needs of the financial services community since 1985.  As such, we have been performing regulatory, financial, operational, and recruiting functions for securities broker-dealers and commodities firms both large and small for over two decades.

Our client base ranges from well-established firms to newer organizations that are in their embryonic stages. In all cases, we cater to their needs, which are either very specific or diverse.  Our staff is comprised of a group of experienced specialists, who are able to handle the specific needs of our various clients by performing services that go beyond routine regulatory, financial and operational functions.

Our core objective is to establish a fundamental vision of partnership with each of our clients in collaborative effort to meet all of their long and short-term business objectives.  By acting as an informal partner with our clients through the delivery of a customized and comprehensive range of services, IMS enables them to remain focused on key business objectives, thus steering them on the path to optimal success.

Section iconCompany Overview

Headquarters
42 Broadway Suite 12-129 New York, New York 10004 United States
Website
intman.com
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1985
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M

    Integrated Solutions's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    Integrated Solutions's revenue is estimated to be in the range of $1M

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