Latest news with #IntegratedPartners
Yahoo
28-05-2025
- Business
- Yahoo
Integrated Partners extends Greater Boston presence with six-member team
Integrated Partners, a national financial planning and RIA firm managing over $21bn in assets under advisement, has added Corey Wealth Partners, a Boston-based advisory team led by founder and managing partner Jeff Corey. Corey Wealth Partners brings approximately $370m in client assets, focusing on high-net-worth and ultra-high-net-worth individuals. The team is dedicated to assisting families in growing and safeguarding generational wealth, as well as serving business owners and executives. The integration with Integrated's advisor ecosystem, institutional investment platform, and in-house planning resources is expected to facilitate further growth for the firm. Corey said: 'With Integrated's CPA network, planning team and streamlined investment platform, we're now positioned to deliver an even higher level of service to our clients while scaling the business efficiently.' The Corey Wealth Partners team includes Lincoln Hurney as partner, Masiel Yarbrough as director of operations, Danielle Hansen as director of client experience, Adam Marcellus as relationship manager, and Yolanda Fox as client service associate. The team has established a collaboration with a CPA partner and is focused on Integrated's CPA Alliance Programme, which offers a model for CPA referrals and collaboration, enhancing the delivery of integrated tax and financial planning services to complex clients. Additionally, the team plans to utilise Integrated's financial planning division to enhance its offerings for business-owner clients. Integrated Partners chief growth officer Rob Sandrew said: 'Jeff and his team exemplify the type of advisors who thrive at Integrated—entrepreneurial, growth-minded and deeply committed to positive client outcomes. 'Their strong foundation in business-owner planning, paired with our CPA partnerships and planning infrastructure, creates a natural alignment for long-term success.' In 2025, Integrated Partners has already secured approximately $2bn in assets through new advisory relationships, including Retirement DNA, Prout Financial Design, Albritton Financial Services, and now Corey Wealth Partners. Earlier this month, Integrated Partners formed a strategic partnership with Carefull. Carefull is a financial safety platform designed to protect the finances and identities of older adults and their families, providing Integrated advisors with an AI-powered solution to address fraud, identity theft, and financial scams affecting aging clients. "Integrated Partners extends Greater Boston presence with six-member team" was originally created and published by Private Banker International, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site.
Yahoo
27-05-2025
- Business
- Yahoo
Integrated Partners Welcomes Corey Wealth Partners, Expanding Footprint in Greater Boston
High-growth advisory team with nearly $370 million in AUM will leverage Integrated's CPA Alliance program, planning expertise and investment platform to scale business BOSTON, May 27, 2025--(BUSINESS WIRE)--Integrated Partners ("Integrated"), a national financial planning and registered investment advisory (RIA) firm serving more than $21 billion in assets under advisement (AUA), today announced Corey Wealth Partners ("Corey Wealth Partners"), a Boston-based advisory team led by founder and managing partner Jeff Corey, as its latest affiliate. Corey Wealth Partners brings nearly $370 million in client assets and a strong focus on high-net-worth and ultra-high-net-worth clients. The team serves families by helping grow and protect generational wealth, as well as sophisticated business owners and executives. The firm is poised for growth through Integrated's advisor ecosystem, institutional investment platform and in-house planning resources. "Joining Integrated Partners marks a pivotal moment for our team," said Corey. "We've built our reputation on deep relationships and sophisticated planning. With Integrated's CPA network, planning team and streamlined investment platform, we're now positioned to deliver an even higher level of service to our clients while scaling the business efficiently." Additional members of the Corey Wealth Partners team include: Lincoln Hurney, Partner Masiel Yarbrough, Director of Operations Danielle Hansen, Director of Client Experience Adam Marcellus, Relationship Manager Yolanda Fox, Client Service Associate Already working closely with a CPA partner, Corey and his team were drawn to Integrated's CPA Alliance Program, a unique CPA referral and collaboration model which helps advisors by delivering integrated tax and financial planning services to complex clients. The team will also lean heavily on Integrated's financial planning division to deepen its capabilities for business-owner clients. "Jeff and his team exemplify the type of advisors who thrive at Integrated—entrepreneurial, growth-minded and deeply committed to positive client outcomes," said Rob Sandrew, chief growth officer at Integrated. "Their strong foundation in business-owner planning, paired with our CPA partnerships and planning infrastructure, creates a natural alignment for long-term success." With the support of Integrated's administrative resources, planning expertise and growth strategies, Corey Wealth Partners is well-positioned to expand its high-net-worth client base, improve operational efficiency and further elevate the client experience. In 2025 alone, Integrated has already added approximately $2 billion in assets through new advisory relationships —Retirement DNA in January, Prout Financial Design in February, Albritton Financial Services in April and now Corey Wealth Partners. Advisory firms wishing to learn more about Integrated's suite of back-office and organic growth solutions are encouraged to visit About Integrated Partners Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With over 220 advisors, 200+ CPAs and 116 regional offices across the United States. Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity, and trust, we believe in the incredible power that financial advisors have to make a positive impact on people's lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel. We believe in advisors. Let us prove it to you. Investment advice offered through Integrated Partners, a registered investment advisor. *$21.3 billion in assets under advisement inclusive of $15.6 billion in advisory assets as of 1/31/2025. View source version on Contacts Media Contacts StreetCred PR Integrated@ Tom WarburtonTommy@ 347-400-3483 Lindsay McCoyLindsay@ 906-322-4982 Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
27-05-2025
- Business
- Business Wire
Integrated Partners Welcomes Corey Wealth Partners, Expanding Footprint in Greater Boston
BOSTON--(BUSINESS WIRE)-- Integrated Partners ('Integrated'), a national financial planning and registered investment advisory (RIA) firm serving more than $21 billion in assets under advisement (AUA), today announced Corey Wealth Partners ('Corey Wealth Partners'), a Boston-based advisory team led by founder and managing partner Jeff Corey, as its latest affiliate. Corey Wealth Partners brings nearly $370 million in client assets and a strong focus on high-net-worth and ultra-high-net-worth clients. The team serves families by helping grow and protect generational wealth, as well as sophisticated business owners and executives. The firm is poised for growth through Integrated's advisor ecosystem, institutional investment platform and in-house planning resources. 'Joining Integrated Partners marks a pivotal moment for our team,' said Corey. 'We've built our reputation on deep relationships and sophisticated planning. With Integrated's CPA network, planning team and streamlined investment platform, we're now positioned to deliver an even higher level of service to our clients while scaling the business efficiently.' Additional members of the Corey Wealth Partners team include: Lincoln Hurney, Partner Masiel Yarbrough, Director of Operations Danielle Hansen, Director of Client Experience Adam Marcellus, Relationship Manager Yolanda Fox, Client Service Associate Already working closely with a CPA partner, Corey and his team were drawn to Integrated's CPA Alliance Program, a unique CPA referral and collaboration model which helps advisors by delivering integrated tax and financial planning services to complex clients. The team will also lean heavily on Integrated's financial planning division to deepen its capabilities for business-owner clients. 'Jeff and his team exemplify the type of advisors who thrive at Integrated—entrepreneurial, growth-minded and deeply committed to positive client outcomes,' said Rob Sandrew, chief growth officer at Integrated. 'Their strong foundation in business-owner planning, paired with our CPA partnerships and planning infrastructure, creates a natural alignment for long-term success.' With the support of Integrated's administrative resources, planning expertise and growth strategies, Corey Wealth Partners is well-positioned to expand its high-net-worth client base, improve operational efficiency and further elevate the client experience. In 2025 alone, Integrated has already added approximately $2 billion in assets through new advisory relationships — Retirement DNA in January, Prout Financial Design in February, Albritton Financial Services in April and now Corey Wealth Partners. Advisory firms wishing to learn more about Integrated's suite of back-office and organic growth solutions are encouraged to visit About Integrated Partners Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With over 220 advisors, 200+ CPAs and 116 regional offices across the United States. Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity, and trust, we believe in the incredible power that financial advisors have to make a positive impact on people's lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel. We believe in advisors. Let us prove it to you. Investment advice offered through Integrated Partners, a registered investment advisor. *$21.3 billion in assets under advisement inclusive of $15.6 billion in advisory assets as of 1/31/2025.
Yahoo
24-05-2025
- Business
- Yahoo
Visa Launches New API Program to Simplify Payments Integration for Fintechs
On May 21, Visa Inc. (NYSE:V) announced a program that it claims will turbocharge the fintech landscape by enabling the integration of payments into apps. The initiative, known as the Visa Commercial Integrated Partners, will improve customer payment experiences by offering advanced application programming interfaces (APIs) that allow for the seamless integration of Visa products into business applications. The program enables financial institutions that use Visa's commercial platform to provide their clients with virtual payments and data solutions without requiring direct technical integrations with applications like ERP. The fleet and vehicle technology company Car IQ is among the first to sign up for the program. It will integrate its software with Visa's commercial platform, eliminating the need for time-consuming supplier onboarding procedures and development work by enabling in-app payments at fuel suppliers using virtual cards. Visa Commercial Integrated Partners also offers a standardized framework for contracting, data privacy, and technology integration across a diverse range of business partners, including local startups and multinational corporations. Darren Parslow, Global Head of Visa Commercial Solutions, describes the program as follows: "Visa Commercial Integrated Partners represents a significant step forward in our mission to empower financial technology providers and financial institutions with innovative digital payment solutions." While we acknowledge the potential of V to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than V and that has 100x upside potential, check out our report about the cheapest AI stock. Read More: and Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
07-05-2025
- Business
- Yahoo
Integrated Partners Launches Strategic Partnership With Carefull to Protect Older Clients From Fraud
BOSTON, May 07, 2025--(BUSINESS WIRE)--Integrated Partners ("Integrated"), a national financial planning and registered investment advisory (RIA) firm serving more than $21 billion in assets under advisement (AUA), today announced a new strategic partnership with Carefull. Carefull, the first financial safety platform built to protect the daily finances and identities of older adults and their families, equips Integrated advisors with a modern, AI-powered solution to combat the rising threat of fraud, identity theft and financial scams—particularly among aging clients and their extended families. "As scammers get smarter, our industry must get smarter, too," said Andree Mohr, president of Integrated Partners. "Choosing Carefull as a strategic partner allows our advisors to offer a high-touch service that protects clients from real-world threats of fraud, scams and money mistakes. It's the kind of practical innovation that fits seamlessly into our advisors' businesses while extending value to the families they serve." From suspicious transactions and credit activity to unusual behavioral patterns, Carefull helps detect threats early and guides clients with clear, actionable steps to stop problems before they escalate. This partnership strengthens Integrated's commitment to innovation by giving advisors a simple way to address growing concerns around fraud and financial caregiving while also helping them deepen relationships with the full family and grow their business. By protecting the whole family, Carefull offers advisors a high-impact way to build multi-generational relationships. "Fraud and scams have always been a threat—but with AI, they're becoming more sophisticated. But so are we," said Todd Rovak, co-founder of Carefull. "This partnership with Integrated represents a shared belief that protecting wealth means protecting more than assets—it means safeguarding the trust, identity and daily financial life of every client. We're excited to bring this protection to Integrated's forward-thinking advisor community." Advisors will also benefit from a real-time portal that tracks client engagement without requiring them to manage daily operations. This allows Integrated advisors to remain focused on growth, relationships, and outcomes—while offering a meaningful new service that's already enhancing retention, expandingmulti-generational relationships, and driving new assets under management. Advisory firms wishing to learn more about Integrated's suite of back-office technology and organic growth solutions are encouraged to visit To learn more about how Carefull can help protect your clients, visit
