Insights

Reputation & Trust Integris Wealth Management's commitment to ethical standards and fee-only fiduciary status positions it as a highly trustworthy partner for clients seeking transparent financial advice, which could be leveraged to attract clients demanding high integrity and ethical conduct.

Tech-Driven Approach Utilizing modern technology such as Google Cloud and analytics tools indicates that Integris values innovation and data-driven decision making, presenting opportunities to offer advanced fintech solutions or digital integration services to enhance their client experience.

Growth Potential With a revenue range of 10 to 25 million dollars and a modest team size, the company is well-positioned for expansion, making it a prime candidate for scalable financial solutions, strategic partnerships, or targeted outreach to accelerate growth.

Market Positioning Operating in the competitive financial services sector with similar firms like Jackson Financial and Mahoney Asset Management, Integris can be approached with tailored marketing or product offerings that emphasize its fiduciary standard and independent advice as differentiators.

Client Acquisition Focus Serving both new and seasoned investors, Integris has a broad client base interested in strategic financial guidance, creating opportunities for customized wealth management services, educational content, and client engagement solutions that cater to diverse investment needs.

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, St A, Monterey, California 93940, US. 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 October 2025, Integris Wealth Management has approximately 17 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 17 employees.

Q: What technology does Integris Wealth Management use?

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

Financial ServicesUnited 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.