Insights

Niche client base Small team with 2-10 employees suggests personalized service requirements and potential affinity for high-touch wealth management, estate planning, and customized financial strategies.

Integrated wealth Value proposition centers on holistic planning beyond investments, presenting an opportunity to cross-sell advisory services in health, philanthropy, family governance, and lifestyle planning.

Regulatory alignment Securities through LPL Financial and ADK Wealth Advisory indicates a need for compliant, scalable platforms; potential for partnerships around custodial services, compliance tooling, and retirement planning products.

Tech footprint Existing tech stack shows basic web and analytics usage; potential to upsell modern client experience tools, digital onboarding, client portal enhancements, and cybersecurity offerings.

Revenue signal Sub‑$1M revenue with a small staff presents an opportunity to propose scalable planning solutions, cost-effective platforms, and onboarding services to accelerate growth and client acquisition.

Similar companies to Integral Wealth

Integral Wealth Tech Stack

Integral Wealth uses 8 technology products and services including Proofpoint Essentials, Google Fonts API, jQuery, and more. Explore Integral Wealth's tech stack below.

  • Proofpoint Essentials
    Endpoint Protection
  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • GoDaddy
    Web Hosting

Integral Wealth's Email Address Formats

Integral Wealth uses at least 1 email format:
Integral Wealth Email FormatsExamplePercentage
First@integralwealth.netJohn@integralwealth.net
100%

Frequently Asked Questions

What is Integral Wealth's official website and social media links?

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Integral Wealth's official website is integralwealth.net and has social profiles on LinkedIn.

How much revenue does Integral Wealth generate?

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As of October 2026, Integral Wealth's annual revenue is estimated to be <$1M.

What is Integral Wealth's NAICS code?

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Integral Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Integral Wealth have currently?

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As of October 2026, Integral Wealth has approximately 4 employees across 1 continents, including North America. Key team members include President: C. S. Explore Integral Wealth's employee directory with LeadIQ.

What industry does Integral Wealth belong to?

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Integral Wealth operates in the Financial Services industry.

What technology does Integral Wealth use?

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Integral Wealth's tech stack includes Proofpoint Essentials, Google Fonts API, jQuery, Modernizr, Google Tag Manager, Bootstrap, Google Analytics and GoDaddy.

What is Integral Wealth's email format?

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Integral Wealth's email format typically follows the pattern of First@integralwealth.net. Find more Integral Wealth email formats with LeadIQ.

When was Integral Wealth founded?

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Integral Wealth was founded in 2014.
Integral Wealth logo

Integral Wealth

Financial ServicesMissouri, United States2-10 Employees

Integral Wealth operates in the financial services sector, offering integrated wealth management that considers how clients’ broader life assets—bactors including health, family, philanthropy, and lifestyle—fit alongside their financial portfolio. The firm emphasizes a personalized, holistic approach aimed at helping clients achieve financial freedom aligned with their purpose and passions, rather than focusing solely on money and property. Based in St. Louis, Missouri, the organization targets individuals and families seeking guidance that accounts for multiple facets of prosperity and life goals in addition to financial assets. Securities are offered through LPL Financial, with investment advice provided by ADK Wealth Advisory Group, indicating a structure that relies on established entities within the advisory and brokerage ecosystem. The company describes its mission as building and preserving financial assets while understanding how all assets integrate into the client’s overall enjoyment and prosperity, suggesting a client-centric, integrated advisory model.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
2-10

Section iconFunding & Financials

  • <$1M

    Integral Wealth's revenue is estimated to be in the range of <$1M

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