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Integrity acquires Perspective Wealth Planning

PRIVATEApr 07, 2026•about 1 month ago

Acquiring Company

Integrity

Acquired Company

Perspective Wealth Planning

Dallas

PennsylvaniaFinancial Services

Description

Integrity, LLC has announced the acquisition of Perspective Wealth Planning, enhancing its wealth management platform. This move allows Perspective to leverage Integrity's technology and resources to better serve clients. Co-founders Matthew Fox and Mike Tedeschi express enthusiasm for the integration and the benefits it will bring to their clients. The acquisition aligns with Integrity's mission to provide greater financial security to Americans.

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

Based on deal data

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

Success factor

M&A deals with strong technology integration plans are 2.5x more likely to succeed