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Integrity acquires Visionary to enhance agent success

RECENTLY ACQUIREDAug 18, 2026•about 4 hours ago

Acquiring Company

Integrity

Acquired Company

Visionary

Dallas

TorontoEnergyEducationRenewable EnergyNon ProfitE Learningeducation management

Description

Integrity has acquired Visionary to bolster its AI-first technology platform and enhance operational capabilities. This acquisition will allow Visionary to leverage Integrity's advanced resources for improved client experiences. Together, they aim to maximize growth opportunities and incorporate additional products into Visionary's offerings.

Company Information

Company

Integrity

Location

Dallas, Texas, United States

About

Integrity, headquartered in Dallas, Texas, is a leading distributor of life and health insurance and provider of innovative solutions for wealth management and retirement planning. Through its partner network, Integrity helps millions of Americans protect their life, health and wealth with a commitment to meet them wherever they are — in person, over the phone and online. Integrity's cutting-edge technology helps streamline the insurance and financial planning experience for all stakeholders. In addition, Integrity develops products with carrier partners and markets them through its distribution network of agencies, brokerages and RIAs throughout the nation. Integrity's nearly 5,500 employees work with more than 420,000 agents and advisors who serve over 10 million clients annually. In 2021, Integrity expects to help carriers place more than $7 billion in new sales and will oversee more than $20 billion of assets under management and advisement through its RIA and broker-dealer platforms. For more information, visit www.integritymarketing.com.

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M&A Insights

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Integration timeline

70% of M&A integrations take 12-24 months to complete

Tech stack consolidation

83% of merged companies consolidate technology vendors within first year

Post-acquisition investment

Companies increase IT spending by 23% on average after acquisitions

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Frequently asked

Who acquired Visionary?

Visionary was acquired by Integrity, based in Dallas. The deal was reported on August 18, 2026. Integrity, headquartered in Dallas, Texas, is a leading distributor of life and health insurance and provider of innovative solutions for wealth management and retirement planning. Integrity is privately held.

When did Integrity acquire Visionary?

Integrity's acquisition of Visionary was reported on August 18, 2026. Integrity has acquired Visionary to bolster its AI-first technology platform and enhance operational capabilities. This acquisition will allow Visionary to leverage Integrity's advanced resources for improved client experiences. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does Visionary do?

Visionary is a leading player in the new energy vehicle sector, specializing in battery swapping technology. The company focuses on building a robust network of battery swap stations to meet the rising demand in urban areas like Hong Kong. It is publicly traded (GV), operating in Energy, and is based in Toronto.