Integrated Financial Management

Integrated Financial Management Overview

Founded 1989
Status Acquired/​Merged
Latest Deal Type M&A
Financing Rounds 1

Integrated Financial Management General Information


Provider of wealth management services. The company provides financial planning, estate planning and retirement planning services to high net-worth individuals and institutions.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • 3400 Dundee Road
  • Suite 200
  • Northbrook, IL 60062
  • United States
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Integrated Financial Management Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Integrated Financial Management Executive Team (2)

Name Title Board Seat Contact Info
Wheeler Chapman III Founder, President, Chief Investment Officer & Chairman of Investment Committee

1 Former Executive

Integrated Financial Management Board Members (2)

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Name Representing Role Since
0000000 0000000 000 Integrated Financial Management Founder, President, Chief Investment Officer & Chairman of Investment Committee 000 0000

1 Former Board Member