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VerifiedFinancial Services· Founded 2018

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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HeadquartersMiami, United StatesEmployees43(51 to 200)Annual revenue$1M to <$10MFounded year2018Websiteproxyfinancial.comLinkedIn profileLinkedIn

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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39 contacts with verified email or phone · masked until revealed.

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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

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