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Proxy Financial logo — Financial Services Done Better®

Proxy Financial

Financial Services Done Better®

Founded 2018 United States Miami, United States 39 employees

General Information

Company Name Proxy Financial
Founded Year 2018
Location United States Miami, United States +1
Employees 39
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About Proxy Financial

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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Proxy Financial Alternatives & Competitors

Proxy Financial vs
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Proxy Financial vs
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Proxy Financial vs
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FAQ About Proxy Financial

Financial Services Done Better®
Proxy Financial was founded in 2018.
Proxy Financial is headquartered in Miami, United States.
Proxy Financial has approximately 39 employees.
Top alternatives and competitors to Proxy Financial include goodfin, IJ Capital, Kingswood U.S., Bimtek Group, ETF Capital Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Proxy Financial and goodfin are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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