Proxy Financial: Detailed Company Information & Corporate Profile
Contact top employees from
Proxy Financial
Summary
The company currently specializes in the Financial Services area. 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 |
Competitors
Name | Founded | Type | Employees | Revenue | Funding |
|---|---|---|---|---|---|
| 1994 | Privately Held | 250 - 500 | 400M | $0 | |
| 1970 | - | 1 - 25 | < 1M | $0 | |
| 2007 | - | 25 - 100 | 8.8M | $0 | |
| - | - | 1-10 | - | $- |
Workforce Turnover
Number of staff members switched
Total employee turnover
Departmental sample breakdown
Turnover activity captured in SignalHire's departmental sample ( employees):
Corporate Tenure Analytics
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 Ribeiro
Financial Advisor
Rakel De Campos
Life Insurance Agent
Travis Nelson
Benefits Consultant
Christopher Davidson
Founder
Jeremy Graziani
Operations Manager
Marc DeCuffa
Direct of Wealth Management
Jamie Hart
Accounting Manager
Bryan Caulkins
Co-Founder
Rafael Nani
Wealth Management Advisor
Carolyn
Financial Advisor
Michael Smith
Business Development Manager
Joshua Graziani
Business Development Manager
Brian Wininger
Director of Peformance Marketing
JOHANNA BRAVO
Partner
Mario Felipe Adib
Director Of International Services
Raquel Schiavon
Investment 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.
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.
Well-known competitors of Proxy Financial include Future Standard, Fleury Financial, Scheck Group and The Agnew Company.
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