Integrated Partners, LLC
Integrated Partners provides independent financial advisors with comprehensive business building services, including technology platforms, investment management, advanced planning, marketing, public relations, M&A, and succession planning.
Integrated Partners, LLC
Integrated Partners provides independent financial advisors with comprehensive business building services, including technology platforms, investment management, advanced planning, marketing, public relations, M&A, and succession planning. The firm offers a customizable open architecture environment with custody options and a CPA partner program. It serves over 200 advisors and 200 CPAs managing $25.1 billion in advisory and brokerage assets across more than 70 offices nationwide.
General information
Firm type
Bank / Wealth / Trust
Year founded
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AUM
—
Location
Region
—
Country
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City
Waltham
Corporate office
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Frequently asked questions
What is Integrated Partners, LLC?
Integrated Partners, LLC is a bank / wealth / trust headquartered in Waltham.
Where is Integrated Partners, LLC headquartered?
Integrated Partners, LLC is headquartered in Waltham.
What does Altss track for Integrated Partners, LLC?
Altss maintains an OSINT-verified profile of Integrated Partners, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is Integrated Partners, LLC?
Integrated Partners, LLC is classified by Altss as a Bank / Wealth / Trust.
How does Altss source intelligence on Integrated Partners, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Integrated Partners, LLC?
Integrated Partners, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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