ProNvest is an independent investment advisory firm founded in 2000 and headquartered in the United States. The company's slogan, "ProNvest provides active management and portfolio optimization for 401(k) and other retirement accounts," reflects its core mission of helping participants reach their retirement goals. ProNvest stands out in the industry by offering personalized investment services that were traditionally reserved for the ultra-wealthy.
With a focus on Financial Services, Insurance, and Banking, ProNvest has garnered attention with its recent $2.00M Series B investment on 15 August 2019 from Relevance Ventures (formerly Relevance Capital).
The company's commitment to providing professional advice is evident in its ongoing and extensive fund research, as well as the tailored retirement plans offered through the ProNvest Planner. Additionally, ProNvest ensures personal service through retirement counselors available via phone or live chat, as well as thorough account monitoring and rebalancing services.
By simplifying the retirement planning process and combining customized portfolios with competitive fees, ProNvest continues to prove itself as an industry leader. For further information, ProNvest's social media disclosure can be viewed at https://www.pronvest.com/legal/social-media-disclosure.