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Integrated Partners Logo
Integrated Partners Growth Score
87
CB Rank
223099
Heat Score
64
Integrated Partners is an financial advisory firm that provides various business-building services.
Founded
obfuscation
Private Waltham, Massachusetts, United States101-250 integrated-partners.com
Advice
Financial Services
Professional Services
Overview

Integrated Partners
Growth Score
87
Heat Score
64

Growth Score87
1 pts
in past quarter
Heat Score 64
-2 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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+2 more milestones
See more interactive data and historical milestones on desktop for the best experience

About Integrated Partners

CB Rank
223099
Integrated Partners is an financial advisory firm that provides various business-building services.
Founded
obfuscation
Private Waltham, Massachusetts, United States101-250 integrated-partners.com
Advice
Financial Services
Professional Services

Key People

Details

Operating Status Active
Company Type For Profit
About the Company
Integrated Partners is an financial advisory firm that provides various business-building services.
Phone Number (781) 890-3045
Contact Email info@ifpadvisor.com
Predictions & Insights

Growth Insight

See this Growth Insight
Integrated Partners is
Lorem
 to be growing
Top Contributing Factors
Headcount Growth

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Key Employee Changes

Products & Services

Open Architecture Business Environment
A customizable platform providing technology, investment management, planning, custody, marketing, and business support services for independent financial advisors.
CPA Partner Program
A program that connects financial advisors with certified public accountants to foster professional collaboration and client service enhancement.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials

Investments

Number of Acquisitions 1

Investment Breakdown

Number of Acquisitions 1
Market Intelligence
People
View Profiles & Contacts
Headcount 101-250 Employee Profiles 1 Contacts 35

Employee Profiles

News

News and Press

News•May 12, 2026
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News•May 12, 2026
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News•Apr 16, 2026
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News•Apr 5, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

654
-45.45%
 in past month

IT Spend

$4.9MThis year, Integrated Partners is projected to spend $4.9M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Corporate Wellness Logo
Corporate Wellness
97
Business Mileage Logo
Business Mileage
96
Entry-Level Jobs Logo
Entry-Level Jobs
95

Active Website Tech Count

49Integrated Partners is actively using 49 technologies for its website, according to BuiltWith. These include HSTS, Apple Mobile Web Clips Icon, and  Google Tag Manager.
Sub-Organizations
Frequently Asked Questions

Where is Integrated Partners's headquarters? Integrated Partners is located in Waltham, Massachusetts, United States.Who are Integrated Partners's competitors? Alternatives and possible competitors to Integrated Partners may include LPL Financial, Ameriprise Financial, and  Osaic.
Who We Are
What We Do
Helpful Links
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