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
Company Details
- Employees
- 43
- Founded
- -
- Address
- 999 Brickell Ave,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- proxyfinancial.com
- Keywords
- Investment advisors, Capital raises, Financial planning, Fund consulting, Fund distribution, Fund monitoring, Private Equity, Debt market, Equity market, International investing, Offshore accounts, Blockchain, Wealth management, Retirement planning, Investing, Life insurance, Risk Management, EB5, General partner, Real estate investments, Capital markets, Estate planning, Goal-based investing, Value investing, Portfolio management, Stocks, ETFs, Fixed Income, Visa by Investment, Foreign Agents.
- HQ
- Miami, Florida
Proxy Financial Questions
Proxy Financial's website is proxyfinancial.com
Proxy Financial's LinkedIn profile is https://www.linkedin.com/company/proxy-financial-services
Proxy Financial has
43 employees.
View email and phone details for 43
employees at Proxy Financial.
Proxy Financial's industry is
Financial Services
Proxy Financial's top competitors are
Proxymity,
Rock Ltda,
Protect What You Built,
Proxy Financial,
Lpl Financial,
The C-Suite Network,
Imagine Wealth Partners,
Magnus Financial Group Llc,
Northwestern Mutual,
Proxy Freedom.
Proxy Financial's categories are Financial Services
Proxy Financial's founding year is 2018
