The Integrated
- Company typePrivate
- Founded-
- HeadquartersGarden City, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
The Integrated firmographics
Firmographics- Name
- The Integrated
- Legal name
- The Integrated
- Website
- https://theintegrated.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
The Integrated industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
- akta.pro secondary industries
- Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
Keywords
Where The Integrated is headquartered
LocationHeadquarters
- HQ city
- Garden City
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Integrated business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Financial Advisory Services: The firm generates revenue through financial advisory and planning services. Joe Imbriano offers products and services through The Integrated (insurance and financial services), Ameritas Investment Company, LLC (Member FINRA/SIPC - securities and investments), and Ameritas Advisory Services (investment advisory services). Revenue likely derives from advisory fees, commissions on financial products, and/or asset-based management fees typical of registered investment advisors.
Go-to-market motion2 records
Distribution channels2 records
Marketing channels3 records
The Integrated product offering
Product offeringCore offering
The Integrated is a boutique financial services firm based in Garden City, NY that provides personalized wealth management, retirement planning, tax planning, estate planning, legacy planning, and business succession services through its proprietary Wealth+ process. The firm distributes insurance products and offers investment advisory services through arrangements with Ameritas Investment Company LLC (for securities) and Ameritas Advisory Services (for investment advisory), serving individuals, families, and business owners.
Product overview
The Integrated is a boutique financial services firm offering a comprehensive suite of wealth management products and services centered around its proprietary Wealth+ Process. The firm provides insurance products (life, long-term care, disability income, critical illness, medical/dental, and group health benefits), retirement planning services (qualified employer plans, Traditional and Roth IRAs), business planning services (key employee protection, business succession planning, tax planning, executive compensation, asset allocation), and college savings solutions (529 plans, cash value life insurance). The Wealth+ Process serves as the core methodology that integrates these individual products and services into customized strategies for individuals, families, and business owners.
Differentiator
Problem solved
Functional benefit
Brands
- Wealth+: A proprietary wealth planning process used for individuals and businesses to optimize wealth strategies.
Products and services
- Wealth+ Financial Planning Process A proprietary, structured financial planning process used by The Integrated to coordinate wealth, retirement, tax, estate, and legacy planning for individuals, families, and business owners.
Companies that use The Integrated
Customer profileSegments3 records
Ideal customer profiles2 records
The Integrated technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Integrated partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights4 records
The Integrated competitors and assessment
Company assessmentDirect peers
- Creative Planning: Creative Planning is a large independent RIA offering comprehensive wealth management, retirement, tax, and estate planning through dedicated advisors — comparable in offering breadth and high-touch client model, though at far greater scale.
- Carson Group: Carson Group partners with financial advisors to deliver holistic wealth management, business succession, and retirement plan services to individuals and business owners — highly comparable in target market and integrated planning value proposition.
- Hightower Advisors: Hightower is a national wealth-management firm built by aggregating boutique advisory practices that deliver bespoke financial planning to individuals, families, and business owners — the same boutique-RIA positioning and client mix as The Integrated, just at significantly greater scale.
- Sanctuary Wealth: Sanctuary Wealth provides a platform for boutique wealth advisors and business-owner focused practices to deliver bespoke planning, insurance, and investment services — directly comparable boutique-RIA model with an emphasis on advisor independence.
- Wealth Enhancement Group: Wealth Enhancement Group is a boutique-to-mid-market RIA platform providing comprehensive financial planning, retirement, tax, and estate services to individuals and business owners — directly comparable in service mix and consultative go-to-market.
Broad incumbents
- LPL Financial: LPL Financial is the largest independent broker-dealer in the US, hosting thousands of independent advisors who serve individuals and business owners with wealth management, retirement, and insurance products — a broad incumbent of the same distribution model The Integrated operates within.
- Cetera Financial Group: Cetera is a large broker-dealer and RIA platform serving independent financial advisors and their individual/family clients with securities, advisory, and insurance solutions — comparable broker-dealer-and-insurance distribution model to what The Integrated accesses via Ameritas.
- Edelman Financial Engines: Edelman Financial Engines is one of the largest US RIAs, providing wealth management, retirement planning, and investment advice to individuals and households — a broad incumbent in the same retail-wealth and retirement-advisory category.
- Cambridge Investment Research: Cambridge is a national independent broker-dealer and RIA platform supporting independent advisors serving individuals, families, and small-business clients with holistic financial planning — comparable platform model and advisor-relationship structure.
- Ameritas Advisory Services: Ameritas Advisory Services is the registered investment adviser affiliate through which Joe Imbriano delivers investment-advisory services; it is a broad incumbent partner platform supporting many independent advisors, and directly tied to The Integrated's regulatory and product infrastructure.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
The Integrated social profiles
Digital presenceThe Integrated financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Integrated leadership team
Management profileNumber of profiles
Profiles1 record
The Integrated funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Integrated 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 The Integrated
What does The Integrated do?
The Integrated is a boutique financial services firm based in Garden City, NY that provides personalized wealth management, retirement planning, tax planning, estate planning, legacy planning, and business succession services through its proprietary Wealth+ process. The firm distributes insurance products and offers investment advisory services through arrangements with Ameritas Investment Company LLC (for securities) and Ameritas Advisory Services (for investment advisory), serving individuals, families, and business owners.
Is The Integrated a public or private company?
The Integrated is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Integrated founded?
The Integrated was founded in -1. It employs 1 to 10 people.
Where is The Integrated based?
The Integrated is headquartered in Garden City, United States, in the North America region.
How does The Integrated make money?
One revenue line is on record: financial Advisory Services.
Who are The Integrated's main competitors?
Direct peers on record are Creative Planning, Carson Group, Hightower Advisors, Sanctuary Wealth and Wealth Enhancement Group. Broad incumbents are LPL Financial, Cetera Financial Group, Edelman Financial Engines, Cambridge Investment Research and Ameritas Advisory Services.
Does The Integrated have an API?
No public API is recorded for The Integrated.
What industry is The Integrated in?
The Integrated's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions), with a secondary code of FSAAACAF, Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)). Its NAICS code is 523940 and its SIC code is 6282.