Integrity Welcomes Perspective Wealth Planning to its Holistic Wealth Management Platform
April 7, 2026
Integrity, LLC announced that Perspective Wealth Planning has joined Integrity’s holistic wealth management platform. The deal integrates Perspective’s advisors into Integrity Wealth’s technology, data analytics, and broader suite of retirement planning and financial products; financial terms were not disclosed.
- Buyers
- Integrity, LLC
- Targets
- Perspective Wealth Planning
- Platforms
- Integrity Wealth
- Industry
- Financial Services
- Location
- United States
- Transaction Type
- Addon
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