Insights

Strong Market Presence Integris Wealth Management operates in a lucrative segment within the financial services industry, generating estimated revenues between 25 and 50 million dollars, indicating substantial market traction and client trust.

Client-Centric Model As a 100% fee-only fiduciary with no financial product affiliations, Integris emphasizes ethical practices and client-first advisory, which could be a compelling proposition for clients seeking transparency and integrity.

Digital Infrastructure Utilizing advanced technologies like Google Cloud, JSON-LD, and Google Analytics, the company demonstrates a focus on robust digital engagement and data-driven decision making, presenting opportunities for innovative technological solutions.

Growth Potential With a relatively small yet growing team of up to 50 employees, there is scope for expanding advisory services and onboarding high-net-worth clients looking for trustworthy financial guidance.

Competitive Edge Integris’s commitment to ethics, combined with its team-based approach and heavy emphasis on fiduciary responsibility, positions it well to attract clients dissatisfied with conflict-of-interest-driven advisors and enhances sales prospects.

Similar companies to Integris Wealth Management

Integris Wealth Management Tech Stack

Integris Wealth Management uses 8 technology products and services including jsDelivr, Open Graph, Google Cloud, and more. Explore Integris Wealth Management's tech stack below.

jsDelivr
Content Delivery Network
Open Graph
Content Management System
Google Cloud
Infrastructure As A Service
JSON-LD
Javascript Frameworks
PHP
Programming Languages
Google Analytics
Web Analytics
Contact Form 7
Web Platform Extensions
Nginx
Web Servers

Media & News

Integris Wealth Management's Email Address Formats

Integris Wealth Management uses at least 1 format(s):

Integris Wealth Management Email Formats	Example	Percentage
First@integriswealth.com	John@integriswealth.com	50%
First@integriswealth.com	John@integriswealth.com	50%

Frequently Asked Questions

Where is Integris Wealth Management's headquarters located?

Integris Wealth Management's main headquarters is located at 435 Washington Street Street a Monterey, California 93940 United States. The company has employees across 1 continents, including North America.

What is Integris Wealth Management's phone number?

You can contact Integris Wealth Management's main corporate office by phone at

+1-831-333-****

. 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 Integris Wealth Management's stock symbol?

Integris Wealth Management is a publicly traded company; the company's stock symbol is N/A.

What is Integris Wealth Management's official website and social media links?

Integris Wealth Management's official website is integriswealth.com and has social profiles on LinkedIn.

What is Integris Wealth Management's NAICS code?

Integris Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Integris Wealth Management have currently?

As of April 2026, Integris Wealth Management has approximately 16 employees across 1 continents, including North America. Key team members include Director Of Operations - Partner: J. R.Owner: J. B.Senior Investment Associate: J. C.. Explore Integris Wealth Management's employee directory with LeadIQ.

What industry does Integris Wealth Management belong to?

Integris Wealth Management operates in the Financial Services industry.

What technology does Integris Wealth Management use?

Integris Wealth Management's tech stack includes jsDelivrOpen GraphGoogle CloudJSON-LDPHPGoogle AnalyticsContact Form 7Nginx.

What is Integris Wealth Management's email format?

Integris Wealth Management's email format typically follows the pattern of First@integriswealth.com. Find more Integris Wealth Management email formats with LeadIQ.

When was Integris Wealth Management founded?

Integris Wealth Management was founded in 1997.

Integris Wealth Management

Q: How many employees does Integris Wealth Management have currently?

Integris Wealth Management has approximately 16 employees.

Q: What technology does Integris Wealth Management use?

Integris Wealth Management's tech stack includes Shopify, DreamWeaver, oEmbed, MySQL, Salesforce.

Q: What is Integris Wealth Management's NAICS code?

Integris Wealth Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States11-50 Employees

Count on Integris to be your trusted ally. 

You deserve to work with people you can trust. We uphold the highest ethical standards in each decision we make. This means we always direct our clients to their best available option, even if it means we forgo additional business.

Integris is a 100% fee-only fiduciary. We never take commissions or kickbacks. We have zero financial product affiliations, and our unique team-based approach applies several minds and sets of eyes on your financial affairs. 

Whether you are a new investor looking for discerning guidance or you are a seasoned investor looking for a strategic partner, it would be our honor to work with you.

Company Overview

Headquarters: 435 Washington Street Street a Monterey, California 93940 United States
Phone number: +1-831-333-****
Website: integriswealth.com
Stock Symbol: N/A
NAICS Code: 52 - Finance and Insurance
Founded: 1997
Employees: 11-50