Mike Pepe

Background

About Mike Pepe

After two decades in the life insurance industry, I recognized a critical need to transform how financial professionals access and utilize insurance data. This insight led me to found Proformex, evolving my experience into an innovative technology platform that's revolutionizing how the industry leverages data to drive better outcomes.My journey began at Mass Mutual and later led to co-founding River Financial Group, where I developed a passion for holistic financial planning. This experience, combined with founding The TOLI Group, highlighted the opportunity to create transformative solutions for the financial services industry.Today, Proformex serves as a powerful data and technology platform that connects financial professionals - from major institutions to independent advisors - with comprehensive, actionable insights. We've built a solution that not only consolidates complex data but transforms it into valuable intelligence through automated notifications and seamless system integrations, empowering professionals to make more informed decisions and deliver enhanced value to their clients.I'm passionate about leveraging technology to solve complex industry challenges and committed to driving innovation that helps financial professionals unlock new opportunities and capabilities.