Proxy Financial: Detailed Company Information & Corporate Profile
Contact top employees from
Proxy Financial
Summary
The company currently specializes in the Financial Services area. The annual revenue of Proxy Financial varies between 10M and 50M. To connect with Proxy Financial employee register on SignalHire.
| Proxy Financial Website | proxyfinancial.com |
| Social Links |   |
| Phone Number | +1 646-289-5075 |
| Industries | |
| Proxy Financial Headquarters address | 999 Brickell Ave, Miami, Florida, 33131 US |
| Company Size | 100-200 employees |
| Specialties | 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 |
| Founded | 2018 |
| Estimated Annual Revenue | $10M - 50M |
Competitors
Name | Founded | Type | Employees | Revenue | Funding |
|---|---|---|---|---|---|
| 1994 | Privately Held | 250 - 500 | 467.9M | $0 | |
| 1970 | - | 1 - 25 | 1.9M | $0 | |
| 2007 | - | 25 - 100 | 5M | $0 | |
| - | - | 1-10 | 5.7M | $- |
Workforce Turnover
Number of employees switched from or switched to
Total employee turnover
Departmental sample breakdown
Turnover activity captured in SignalHire's departmental sample ( employees):
Length of Employment
Proxy Financial's workforce includes employees across a wide range of tenure levels.
11% have been with the company for less than 1 year22% have been with the company for 1 to 2 years33% have been with the company for 3 to 4 years22% have been with the company for 5 to 7 years11% have been with the company for more than 11 yearsContact top employees from
Proxy Financial
Tulio Barbosa RibeiroFinancial Advisor
Rakel De CamposLife Insurance Agent
Travis NelsonBenefits Consultant
Christopher DavidsonFounder
Jeremy GrazianiOperations Manager
Marc DeCuffaDirect of Wealth Management
Jamie HartAccounting Manager
Bryan CaulkinsCo-Founder
Rafael NaniWealth Management Advisor
CarolynFinancial Advisor
Michael SmithBusiness Development Manager
Joshua GrazianiBusiness Development Manager
Brian WiningerDirector of Peformance Marketing
JOHANNA BRAVOPartner
Mario Felipe AdibDirector Of International Services
Raquel SchiavonInvestment Advisor & Financial Planner
Companies Similar to Proxy Financial
Proxy Financial Corporate Information: FAQ
Proxy Financial operates in the Finance industries. More details can be found on the official website: proxyfinancial.com.
Proxy Financial has offices located in Miami, US.
The headquarters of Proxy Financial are located in Miami, United States.
You can contact Proxy Financial by phone at +1 646-289-5075.
Proxy Financial currently employs 100-200 people.
Proxy Financial's revenue is approximately 24.5M.
Well-known competitors of Proxy Financial include Future Standard, Fleury Financial, Scheck Group and The Agnew Company.
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