Address : 999 Brickell Ave, Miami, Florida 33131, United States
Phone Number : +1-646-289-5075
Industries : Financial Services, Capital Markets, Insurance, Investment Management
Website : proxyfinancial.com
Company Description
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 BetterProxy 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
Specialities
- Investment Advisors
- Financial Planning
- Fund Distribution
- Private Equity
- Equity Market
- Offshore Accounts
- Wealth Management
- Investing
- Risk Management
- General Partner
- Capital Markets
- Goalbased Investing
- Portfolio Management
- Etfs
- Visa By Investment
- Financial Services
- Investment Management
- Legal Services
- Capital Raises
- Fund Consulting
- Fund Monitoring
- Debt Market
- International Investing
- Blockchain
- Retirement Planning
- Life Insurance
- Eb5
- Real Estate Investments
- Estate Planning
- Value Investing
- Stocks
- Fixed Income
- Foreign Agents
- Insurance
- Law Practice
Financial
Employees Total : 200
Miscellaneous
Founded in : 2018
Facebook : ProxyWealth
Linkedin : proxy-financial-services
Instagram : proxywealthadvisors
Email Delivery : Rackspace MailGun
Email Marketing : SendInBlue
Tech : Microsoft Office 365
Tech : Mobile Friendly
Fonts : Google Font API
CMS : WordPress.org
Last Updated : 2023-11-21
Employees
- Tulio Ribeiro ( Financial Advisor )
- David Azambou ( CONSULTANT )
- Nayasah McMillan ( Life, Accident, & Health Insurance Agent )
- Alessandra Jardim ( Business Development Lead )
- Johanna Bravo ( Managing Partner )
- Ricardo Gradin ( Business Development Lead )
Alumni
- Fabiano Lima ( Business Operations Specialist )
- Brooke Bastiaans ( New Business Consultant )
- Jacob Stinson ( Financial Planning Advisor )
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