Integrated Equity Management
Integrated Equity Management is a Minnesota-based independent Registered Investment Adviser that provides holistic wealth management and financial planning to 1,000+ families across 46 states, operating under Commonwealth Financial Network with approximately $1.3 billion in assets under advisement.
- Company typePrivate
- Founded1984
- HeadquartersBloomington, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Integrated Equity Management does
Integrated Equity Management (IEM) is a privately held, independent Registered Investment Adviser founded in 1984 in Bloomington, Minnesota, that provides holistic wealth management and financial planning services to families, retirees, corporate executives, and next-generation professionals. The firm administers approximately $1.3 billion in assets under advisement for over 1,000 client families across 46 states, delivering services through a four-step proprietary methodology called 'The IEM Way' (Understand You, Develop Your Road Map, Take Thoughtful Action, Review Your Progress). Core offerings span wealth accumulation, retirement income and distribution strategies, tax-efficient investing, estate and charitable-giving planning, executive-compensation advisory (RSUs, stock options, SARs), and family financial planning services, supported by published market commentary and economic-update newsletters.
IEM does not operate a proprietary technology platform; instead, it relies on Commonwealth Financial Network's Investor360 client portal for digital client engagement and on Constant Contact for newsletter distribution. There are no disclosed patents, APIs, or AI/ML capabilities, and the firm's 'tech stack' is essentially broker-dealer-provided plus standard productivity and digital-marketing tools. The firm refers fixed-insurance work outside Commonwealth, while securities and advisory services are offered under Commonwealth's regulatory umbrella.
IEM earns revenue predominantly through recurring AUM-based advisory fees charged on managed assets, with fees set via individualized client consultations rather than published pricing tiers. Its go-to-market is a relationship-driven, sales-led motion built on referrals, community engagement through the IEM Gives Back philanthropy program, and advisor-led content marketing. The leadership team is headed by Founder & Chairman Ted Smith and CEO & President Cammy Smith, with additional Partners (Danica Goshert, Charles Stewart) and an operations bench (VP of Operations, Director of Operations, Chief of Staff). Operations are affiliated with Commonwealth Financial Network for regulatory and technology infrastructure, and IEM maintains a network of partner practices (Grant Capital, Pinnacle Private Wealth, Gather Wealth Management) under the IEM Partners brand.
Integrated Equity Management firmographics
Firmographics- Name
- Integrated Equity Management
- Legal name
- Integrated Equity Management
- Website
- https://integratedequity.net
- Company type
- Private
- Founded year
- 1984
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Integrated Equity Management is a Minnesota-based independent Registered Investment Adviser that provides holistic wealth management and financial planning to 1,000+ families across 46 states, operating under Commonwealth Financial Network with approximately $1.3 billion in assets under advisement.
- Ownership category
- akta.pro rank
Where Integrated Equity Management is headquartered
LocationHeadquarters
- HQ city
- Bloomington
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Integrated Equity Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Advisory Fees (AUM-based): IEM provides comprehensive wealth management and financial planning services as an independent Registered Investment Adviser affiliated with Commonwealth Financial Network. Revenue is generated through advisory fees, likely based on assets under management.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | — | Individualized advisory services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Integrated Equity Management product offering
Product offeringCore offering
Integrated Equity Management is an independent Registered Investment Adviser that delivers comprehensive wealth management and financial planning to individuals and families. Services integrate wealth accumulation, retirement income distribution, investment management, tax-efficient strategies, estate/wealth transfer planning, charitable giving, executive compensation planning, and education/529 planning. Engagements follow IEM's four-step "IEM Way" methodology and are supported through Commonwealth Financial Network for securities execution and custody.
Product overview
Integrated Equity Management is a wealth management and financial planning firm offering comprehensive services through a unified approach. Their core offerings include wealth management and financial planning services, retirement planning, family financial planning, and specialized services for professionals, executives, and next-generation professionals. The firm employs 'The IEM Way' methodology—a four-step process encompassing understanding client needs, developing financial roadmaps, implementing recommendations, and ongoing progress reviews. Additional services include market commentary and economic updates. They serve clients across approximately $1.3 billion in assets under advisement.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management and Financial Planning Services Comprehensive wealth management and financial planning integrating wealth accumulation, taxation, retirement income, investment management, wealth transfer, and charitable giving for individuals and families.
- Retirement Planning and Distribution Strategies Individualized retirement planning helping clients transition from accumulation to distribution, including qualified retirement plan analysis, Social Security strategy, and complex trust distribution planning.
- Family Financial Planning Planning services for families navigating major life events such as marriage, divorce, death, and retirement, including 529/college savings strategies, gifting strategies, and estate planning.
- Professionals & Executives Wealth Management Wealth management for corporate executives and high-income professionals, including stock option planning, equity compensation strategy, employer benefit plan analysis, and qualified retirement plan strategies.
- Next-Generation Professionals Financial Planning Financial planning for young professionals covering student loans, retirement plans, housing, stock options, cash flow planning, tax planning, and charitable giving.
- The IEM Way Process IEM's four-step wealth management methodology — Understand You, Develop Your Road Map, Take Thoughtful Action, and Review Your Progress — providing holistic and adaptive financial planning.
- Market Commentary and Economic Updates Regular quarterly market commentary, economic updates, and newsletters providing insights on financial markets, economic conditions, and planning strategies, distributed via Constant Contact.
Companies that use Integrated Equity Management
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
Integrated Equity Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integrated Equity Management partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- Grant CapitalcoreGrant Capital is a partner firm of Integrated Equity Management Partners. Norman D. Grant is Managing Director of Grant Capital and Partner of Integrated Equity Management Partners. The firms work together supporting clients through liquidity events, retirement transitions, and multigenerational wealth planning.
- Pinnacle Private WealthminorListed as an IEM Partner firm on the company website, indicating a strategic referral or collaborative relationship.
- Gather Wealth ManagementminorListed as an IEM Partner firm on the company website, indicating a strategic referral or collaborative relationship.
- Commonwealth Financial NetworkcoreSecurities and advisory services are offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Commonwealth provides the regulatory platform and technology infrastructure for IEM's advisory operations. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Integrated Equity Management competitors and assessment
Company assessmentDirect peers
- Mariner Wealth Advisors: Large independent RIA offering comprehensive wealth management and financial planning to families and individuals. Comparable to IEM in offering holistic, multi-generational financial planning with an emphasis on advisor-led client relationships rather than product sales.
- Hightower Advisors: RIA that builds scale through a network of partner firms, each retaining autonomy while sharing back-office, technology, and compliance infrastructure. Closely mirrors IEM's 'IEM Partners' model with affiliated practices (Grant Capital, Pinnacle Private Wealth, Gather Wealth Management).
- Creative Planning: One of the largest independent RIAs offering comprehensive wealth management, retirement planning, estate planning, and investment management to families and individuals. Direct comparability on holistic planning, AUM-based fee model, and multi-generational client focus.
- Carson Group: Mid-to-large RIA built on a partnership network of advisor firms serving individuals and families with holistic wealth planning. Comparable to IEM in multi-generational client targeting, advisor-recruitment approach, and emphasis on holistic life-cycle financial planning.
- Buckingham Strategic Wealth: Mid-size independent RIA emphasizing evidence-based investment advice and comprehensive financial planning for individuals and families. Comparable to IEM on practice size, fee-based wealth advisory model, and multi-segment client base.
- Mercer Advisors: RIA consolidator with a roll-up model serving high-net-worth families and individuals through partner advisors. Comparable to IEM on holistic financial planning offering, fee-based advisor model, and segment focus on executives, retirees, and next-generation professionals.
- Edelman Financial Engines: Large national RIA offering comprehensive financial planning and wealth management to individuals and families. Comparable to IEM on holistic planning offering, AUM-based fee structure, and emphasis on advisor-led retirement and wealth transfer planning.
Broad incumbents
- Commonwealth Financial Network: The broker-dealer and Registered Investment Adviser through which IEM offers securities and advisory services. A scaled independent IBD platform serving many affiliated RIAs; comparable as the broader platform IEM operates on, though much larger and serving a wider advisor base.
- LPL Financial: Largest independent broker-dealer by total revenue, hosting thousands of affiliated advisors and RIAs. Comparable as the dominant scaled IBD/RIA platform alternative to Commonwealth, on which many direct IEM competitors are affiliated.
- Cambridge Investment Research: Independent broker-dealer and RIA platform supporting affiliated financial advisors offering wealth management and financial planning. Comparable as a platform that hosts independent advisors with similar practice sizes and holistic financial planning offerings to IEM.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Integrated Equity Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Integrated Equity Management leadership team
Management profileNumber of profiles
Profiles1 record
Integrated Equity Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Integrated Equity Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Integrated Equity Management
What does Integrated Equity Management do?
Integrated Equity Management is an independent Registered Investment Adviser that delivers comprehensive wealth management and financial planning to individuals and families. Services integrate wealth accumulation, retirement income distribution, investment management, tax-efficient strategies, estate/wealth transfer planning, charitable giving, executive compensation planning, and education/529 planning. Engagements follow IEM's four-step "IEM Way" methodology and are supported through Commonwealth Financial Network for securities execution and custody.
Is Integrated Equity Management a public or private company?
Integrated Equity Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Integrated Equity Management founded?
Integrated Equity Management was founded in 1984. It employs 11 to 50 people.
Where is Integrated Equity Management based?
Integrated Equity Management is headquartered in Bloomington, United States, in the North America region.
How does Integrated Equity Management make money?
One revenue line is on record: advisory Fees (AUM-based).
Who are Integrated Equity Management's main competitors?
Direct peers on record are Mariner Wealth Advisors, Hightower Advisors, Creative Planning, Carson Group, Buckingham Strategic Wealth, Mercer Advisors and Edelman Financial Engines. Broad incumbents are Commonwealth Financial Network, LPL Financial and Cambridge Investment Research.
Does Integrated Equity Management have an API?
No public API is recorded for Integrated Equity Management.