Proxy Financial
Proxy Financial is an avant-garde financial services company offering turn-key capital solutions on a global platform through finance vehicle architecture, fund monitoring, fund administration, and cutting-edge investment advisory, planning and fund distribution. Our two organizations: Proxy Wealth Advisors For investors, Proxy investment management and client services are defined by investor support, investor education, transparency, and a client experience that is entirely human at every level. Our technology platform and manicured methodologies may be mechanically precise, accurate, and process driven but our foundation is always built on communication and trust between an individual, their family and their advisor. – Wealth Done Better Proxy Capital In the project space, Proxy methodologies are uniquely designed to elevate the capital market experience from a multi-stakeholder perspective. Regardless of project positioning, Proxy’s one-stop-shop and a la carte services provide a success driven, customizable approach to elevate and enhance project performance and efficiency through innovative, immersive Fintech guided by human expertise. – Capital Done Better
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Verified contacts
39
available on Kipplo
LinkedIn employees
43
51 to 200 range
Open roles
—
no listings
Distinct roles
25
indexed titles
Tech stack
0
tools in use
Monthly traffic
55
organic / mo
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Decision-makers and verified team members
39 contacts with verified email or phone · masked until revealed.
- BW
Brian Wininger
Director of Peformance Marketing · Advertising & Marketing
EmailPhone - AJ
Alessandra Jardim
Business Development Lead · Sales & Business Development
EmailPhone - JG
Jeremy Graziani
Operations Manager · Operations
EmailPhone - LP
Leandro Pontoni
Business Development Lead · Sales & Business Development
EmailPhone - CV
Chris Varela
Financial Professional · Finance & Accounting
EmailPhone - TT
Tatiane Teixeira
Financial Advisor · Finance & Accounting
EmailPhone - TB
Tulio Barbosa Ribeiro
Financial Advisor · Finance & Accounting
EmailPhone - BB
Bryan Bravo
Chief Executive Officer of Imagine Wealth Partners Powered by Proxy · General Business & Management
EmailPhone - JG
Joshua Graziani
Partner Relations & Director of Proxy Health · General Business & Management
EmailPhone
Showing 9 of 39 verified contacts
Top roles at Proxy Financial
25 distinct titles indexed · top 10 shown.
- 5business development lead
- 5financial advisor
- 3business development manager
- 2financial professional
- 2founder
- 2partner relations & director of proxy health
- 1associada
- 1benefits consultant
- 1chief executive officer of imagine wealth partners powered by proxy
- 1dirctor of capital strategy and institutional growth
- +15more titles
Sign up to unlock all 39 contacts at Proxy Financial
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