Proxy Financial
Financial Services
999 Brickell Ave
43 employees
- Employees
- 43
- Contacts
- 2
- Emails
- 2
Proxy Financial Overview
- Headquarters
- 999 Brickell Ave
- Website
- proxyfinancial.com
- Industry
- Financial Services
- Employees
- 43
- Founded
- 2018
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About 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
Proxy Financial Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
Proxy Financial Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Dominique Henderson, Cfp® | Helping to Shape the Future | Dallas-fort Worth Metroplex, United States |
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|
| Raquel Schiavon | Investment Advisor & Financial Planner | Noblesville, Indiana, United States |
Email
|
| Marc Decuffa, Apma | Director of Wealth Management | New York City Metropolitan Area, United States |
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|
| Bryan Caulkins | We Are Hiring - Wealth Management | Orlando, Florida, United States |
Email
|
Employees by Management Level
Individual contributor
15 profiles
Director
2 profiles
Manager
2 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 6 | 6 | 2 |
| IT | 1 | 1 | 1 |
| Executive | 1 | 1 | 0 |
| HR | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
Proxy Financial Tech Stack
Data / AI
1 profile
Security
1 profile
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