Integrum Wealth
Curated by SignalFinancial planning solutions for advisors, enhancing client management and strategy.
Overview
Integrum Wealth is a company that offers a range of solutions aimed at financial planners and advisors to assist in client management and investment strategy development. The company provides products including investment advisory services, insurance, and long-term care insurance, primarily targeting individual clients in Tennessee, with potential services extending to other states. Integrum Wealth utilizes tools such as predictive analytics, robo-advisory platforms, and customizable financial planning software to address the complexities associated with financial planning. The company's mission emphasizes the provision of tailored services that seek to balance clients' immediate needs with their future financial security. Additionally, Integrum Wealth highlights a holistic approach and employs a team of certified advisors as part of its competitive advantages.
Key facts
- Founded
- 2018
- Headquarters
- Nashville, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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- Commercial model
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Contact
- Primary office
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