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Integrated Partners

is a Massachusetts-based company that provides services such as financial advisory and retirement planning for individuals and businesses... Read more
OverviewCompetitorsAcquisitionsNews & Insights

Integrated Partners

is a Massachusetts-based company that provides services such as financial advisory and retirement planning for individuals and businesses... Read more
Integrated Partners President & CEO: Paul Saganey

President & CEO

Paul Saganey

CEO Approval Rating

84/100

1996

Private

Banking, Financial Services and Insurance
Asset & Investment Management

Est. Annual Revenue
$25-100M
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Est. Employees
100-250
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Acquisitions
4

News

Leadership Change
Feb 13, 2025
Citybizlist
Matt Ackermann is now Chief Brand Officer at Integrated Partners
Acquisition
Jan 27, 2025
Pulse2.0
Integrated Partners acquired RetirementDNA for undisclosed amount

Integrated Partners Competitors

1RGT
2Makena Capital
3Chautauqua Capital Management
4Creative Planning
5WMG
6Hall Capital
7Resources Investment Advisors LLC
8Glade Brook Capital Partners
9Pacific Wealth Management
10Cornerstone Wealth Management
Unlock 15 + competitors

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