Makas. Both Mr. Mabbun and Mr. Makas have extensive experience in information technology, business management, and financial services. Their willingness to provide services specifically designed for financial services companies while increasing customer volume and providing around-the-clock service is key to differentiating Itegria from competitors and attributable to the company’s current success.

Target customers are small to mid-sized financial services firms with a focus on registered investment advisors (RIA). Itegria is not the only managed service provider in the United States or the Park Ridge, Illinois area. However, it is the only company that limits its focus to RIA firms, providing a key piece of differentiation through extended knowledge of the industry and customer needs unavailable with other firms.

Various methods are used to reach the target market, including traditional marketing methods such as cold calling to potential customers; word-of-mouth referrals; networking with RIA custodial houses; networking with RIA specific vendors; as well as modern marketing methods such as a website and social media.

Itegria is requesting investor funding of $1 million to expand operations strategically and reach new customers throughout the United States. The legal structure of the company is an LLC.