Integrity Financial

What Integrity Financial does

Integrity Financial Corporation is an independent registered investment advisor founded in 2004 and headquartered in Bellevue, Washington. The firm delivers wealth management, financial planning, PPLI coordination, retirement plan advisory, and outsourced family office services through three integrated divisions: Private Client (boutique wealth management for entrepreneurs, executives, athletes, and artists), Family Office (virtual family office with PPLI coordination and outsourced CIO), and Workplace Solutions (PEP 401(k), fiduciary retirement plan management, and executive compensation). It also operates a B2B "For Advisors" channel providing flat-fee PPLI Coordinator services to RIAs, Trust Companies, Family Offices, and global families, positioning itself as a neutral general contractor across attorneys, CPAs, insurance specialists, IDF managers, and trustees.

The firm employs 17 people across four U.S. offices (Bellevue, Malibu, Bozeman, Jackson Hole), with senior leadership including founder Dr. Kristofer Gray (DBA, Pepperdine) and three Managing Directors. Service delivery relies entirely on third-party technology platforms — Schwab for custody, Addepar for performance reporting, eMPlan for wealth planning, and Typeform for client intake — integrated through a client portal; no proprietary technology platform is disclosed.

The business model is fee-based advisory revenue across three streams: recurring wealth management advisory fees for Private Client, professional-services fees for Retirement Plan / Workplace Solutions, and a flat-rate PPLI coordination fee for the For Advisors channel. Customer acquisition is driven by referral, content marketing through the firm website, family office summits, and direct consultation-based outreach, with a horizontal segmentation strategy spanning UHNW private clients, family offices, employer plan sponsors, and B2B advisors.

Name

Integrity Financial

Legal name

Integrity Financial Corporation

Website

https://integrity.financial

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Short description

Integrity Financial is an independent registered investment advisor providing wealth management, PPLI coordination, family office, and retirement plan advisory services to ultra-high-net-worth families, business owners, and advisors across four U.S. offices.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Fiduciary Agency & Trustee-for-Hire Services (FSAAANAL), Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Wealth management advisory
• Private placement life insurance
• Family office services
• Retirement plan fiduciary
• Financial planning services

Headquarters

HQ city

Bellevue

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. PPLI Coordination (Flat-Fee Fiduciary): Flat-rate fee model for PPLI Coordinator services, independent of carrier or other commissions. The firm acts as a fiduciary managing the implementation of Private Placement Life Insurance policies across multiple specialist relationships.
2. Wealth Management Advisory Fees: Advisory fees for comprehensive wealth management services including financial planning, investment management, estate planning, and tax optimization for high-net-worth and ultra-high-net-worth clients.
3. Retirement Plan Advisory: Fiduciary advisory services for employer-sponsored retirement plans including Pooled Employer Plans (PEP), executive compensation planning, and succession planning for business owners.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels4 records

Core offering

Integrity Financial is an independent registered investment advisor that delivers fee-based wealth management, virtual family office services, and retirement plan advisory to high-net-worth and ultra-high-net-worth clients. The firm operates three service lines: Private Client (boutique wealth planning and investment management), Family Office (PPLI coordination, outsourced CIO, and multi-generational wealth structuring), and Workplace Solutions (Pooled Employer Plans, 401(k) fiduciary management, and executive compensation planning). Services are delivered through in-person consultations at four U.S. offices and supported by an integrated client portal backed by Schwab, Addepar, and eMPlan.

Product overview

Integrity Financial is an independent registered investment advisor offering three integrated service divisions: Private Client (boutique wealth management), Family Office (virtual family office with PPLI coordination and outsourced CIO), and Workplace Solutions (retirement plans, PEP 401(k), executive compensation, and succession planning). The firm serves entrepreneurs, athletes, executives, and global families through offices in Malibu, Bellevue, Bozeman, and Jackson Hole. Services are delivered via a team of experienced advisors supported by integrated technology platforms for planning, reporting, and client management.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Client Services Boutique wealth management offering individualized, bespoke financial planning and investment management for entrepreneurs, executives, athletes, and high-net-worth individuals delivered through independent fiduciary advisors.
• Family Office Services Virtual family office providing sophisticated tax strategies, exclusive investment opportunities, Private Placement Life Insurance (PPLI) coordination, and outsourced CIO services for ultra-high-net-worth business families.
• Workplace Solutions Comprehensive retirement plan services including Pooled Employer Plan (PEP) 401(k), fiduciary management, virtual participant education, executive compensation planning, and business succession planning for business owners and retirement plan committees.
• PPLI Coordinator Services Flat-fee fiduciary coordination service that manages the full Private Placement Life Insurance implementation across estate attorneys, tax counsel, insurance specialists, IDF managers, and trust companies using a 3-phase, 18-step framework, operating behind existing advisor relationships without competing for clients.
• Client Portal Digital portal providing clients with integrated access to client intake forms, wealth planning tools via eMPlan, Schwab custodian login, Addepar performance reporting, and pre-meeting questionnaires.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Market position

Competitive moat4 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/ifclegacy

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Integrity Financial