Integrated Financial Network
Integrated Financial Network is a privately held, Cincinnati-based financial products and services firm founded in 2009 with 11-50 employees, serving clients across the U.S. Midwest.
- Company typePrivate
- Founded2009
- HeadquartersCincinnati, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Integrated Financial Network does
Integrated Financial Network is a privately held for-profit company that engages in financial products and services. Founded in 2009 and headquartered in Cincinnati, Ohio, the company operates with a workforce of 11-50 employees. Its web presence is anchored at ifnmidwest.com, a domain that signals a regional Midwestern operating orientation rather than a national footprint. The company's business appears to be a small-scale financial services intermediary, though no further specifics on products, client segments, or service offerings are documented in the available data.
The available source material is exceptionally thin. The company website returned only a generic verification/loading page ("One moment, please... Please wait while your request is being verified...") with no substantive content. Consequently, no information is available regarding the company's specific product suite (e.g., lending, brokerage, advisory, insurance distribution), underlying technology platform, revenue model, pricing mechanics, customer base, management team, funding history, or strategic positioning. Similarly, there is no evidence of partnerships, regulatory actions, mergers and acquisitions, or leadership changes.
Given the 15+ year operating history since 2009 and modest headcount, the company appears to function as a stable, small-scale regional financial services business rather than a high-growth venture. Investment-relevant details on growth trajectory, customer concentration, AI capabilities, and revenue scale cannot be reliably assessed from the supplied information; any analyst diligence would require direct engagement with the company to obtain material non-public data and to verify whether the website inaccessibility reflects a temporary outage or a deeper information availability constraint.
Integrated Financial Network firmographics
Firmographics- Name
- Integrated Financial Network
- Website
- https://ifnmidwest.com
- Company type
- Private
- Founded year
- 2009
- Headcount range
- 11–50 employees
- Short description
- Integrated Financial Network is a privately held, Cincinnati-based financial products and services firm founded in 2009 with 11-50 employees, serving clients across the U.S. Midwest.
- Ownership category
- akta.pro rank
Integrated Financial Network industry classification
Industry- Product category
- Financial Services
- NAICS
- Miscellaneous Intermediation (523910), Portfolio Management and Investment Advice (523940)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Independent Broker-Dealer / Registered Representative Networks (FSAEACAG)
Keywords
Where Integrated Financial Network is headquartered
LocationHeadquarters
- HQ city
- Cincinnati
- HQ country
- United States
- HQ region
- North America
Markets served
Integrated Financial Network business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Integrated Financial Network product offering
Product offeringCore offering
Integrated Financial Network is a private, for-profit company that engages in the provision of financial products and services. Headquartered in Cincinnati, Ohio, the firm operates with a small team (11-50 employees) and was founded in 2009 to serve clients across the United States.
Differentiator
Problem solved
Functional benefit
Companies that use Integrated Financial Network
Customer profileIdeal customer profiles1 record
Integrated Financial Network technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integrated Financial Network competitors and assessment
Company assessmentBroad incumbents
- Osaic (formerly AdvisorNet Wealth / Infinex): Independent broker-dealer and wealth management platform serving financial institutions and advisors through a network model — directly analogous to a BGA-style intermediary serving affiliated representatives.
- LPL Financial: The largest independent broker-dealer in the U.S., providing advisor-facing brokerage, advisory, and wealth management infrastructure. Represents the scaled end of the same intermediary model that Integrated Financial Network appears to operate within.
- Ameriprise Financial: Large diversified financial services firm with an independent advisor channel distributing financial products — comparable as a peer in retail financial product intermediation.
- Advisor Group: Parent of multiple independent broker-dealer brands (e.g., SagePoint, FSC Securities, Royal Alliance) — analogous to the holding/network structure that Integrated Financial Network may participate in.
- Waddell & Reed Financial: Midwestern-rooted wealth management and financial advisory firm distributing investment products through financial advisors — comparable by both geography and intermediation model.
- Cetera Financial Group: Multi-channel independent broker-dealer network serving independent financial advisors with products, technology, and practice management. Comparable as a peer in independent advisor intermediation.
- Cambridge Investment Research: One of the largest independent broker-dealer networks in the U.S., supporting thousands of financial advisors with product distribution, compliance, and technology — comparable to Integrated Financial Network if it operates as a BGA/IBD-style intermediary serving affiliated advisors.
- Commonwealth Financial Network: Independent broker-dealer focused on advisor support and product access, with a regionally-concentrated advisor base — directly comparable to a Midwest-rooted intermediary like Integrated Financial Network.
Direct peers
- Kestra Financial: Independent broker-dealer and wealth management platform built around a network of independent advisors and financial professionals. Closely mirrors the 'Network' model implied by Integrated Financial Network's name.
- Securities America: Independent broker-dealer serving thousands of financial advisors with product access, technology, and back-office support — a direct comparable in the independent advisor network category.
Market position
Strengths3 records
Weaknesses3 records
Competitive moat2 records
Key risks4 records
Key highlights3 records
Customer concentration
Integrated Financial Network financial estimates
Financial estimateRevenue estimate
Valuation estimate
Integrated Financial Network leadership team
Management profileNumber of profiles
Integrated Financial Network funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Integrated Financial Network 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 Financial Network
What does Integrated Financial Network do?
Integrated Financial Network is a private, for-profit company that engages in the provision of financial products and services. Headquartered in Cincinnati, Ohio, the firm operates with a small team (11-50 employees) and was founded in 2009 to serve clients across the United States.
When was Integrated Financial Network founded?
Integrated Financial Network was founded in 2009. It employs 11 to 50 people.
Where is Integrated Financial Network based?
Integrated Financial Network is headquartered in Cincinnati, United States, in the North America region.
Who are Integrated Financial Network's main competitors?
Broad incumbents on record are Osaic (formerly AdvisorNet Wealth / Infinex), LPL Financial, Ameriprise Financial, Advisor Group, Waddell & Reed Financial, Cetera Financial Group, Cambridge Investment Research and Commonwealth Financial Network. Direct peers are Kestra Financial and Securities America.
Does Integrated Financial Network have an API?
No public API is recorded for Integrated Financial Network.
What industry is Integrated Financial Network in?
Integrated Financial Network's product category is Financial Services. Its primary akta.pro industry code is FSAEACAG, Independent Broker-Dealer / Registered Representative Networks. Its NAICS code is 523910 and its SIC code is 6211.