Proxy Financial

Financial Services Done Better®

General Information
Company Name
Proxy Financial
Founded Year
2018
Location (Offices)
Miami, United States +1
Founders / Decision Makers
Number of Employees
39
Industries
-
Funding Stage
-
Social Media

Proxy Financial - Company Profile

Proxy Financial is a cutting-edge financial services company that provides turn-key capital solutions on a global platform. The company specializes in finance vehicle architecture, fund monitoring, fund administration, and cutting-edge investment advisory, planning, and fund distribution. Comprising Proxy Wealth Advisors and Proxy Capital, the company ensures a human-centric client experience for investors and offers a unique approach to elevate and enhance project performance and efficiency in the project space. Founded in 2018, Proxy Financial aims to revolutionize the capital market experience through innovative and immersive Fintech guided by human expertise. With a focus on transparency, investor education, and customizability, Proxy Financial is committed to delivering Financial Services Done Better®.

Taxonomy: Financial services, Investment management, Wealth management, Capital solutions, Fund administration, Project financing, Private Equity, Debt market, Equity market, Retirement planning, Real estate investments, Portfolio management

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