Proxy Financial Information
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Proxy Financial
Summary
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 cu...Show more
Organization Website | proxyfinancial.com |
Social Links |   |
Phone Number | +1 646-289-5075 |
Industries | |
Headquarters Location | 999 Brickell Ave, Miami, Florida, 33131 US |
Employees 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
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 | - | $- |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Proxy Financial shows a diverse range of experience levels:
7% have been with the company for less than 1 year14% for 1–2 years36% for 3–4 years21% for 5–7 years7% for 8–10 years14% have over 11 years of service at Proxy FinancialEx-employees positions
In Company
In New Company
Contact 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
Dominique Henderson
Advisor Coaching Program Manager
Noel Gorgoy Reyes
Financial Professional
Bryan Bravo
Chief Executive Officer of Imagine Wealth Partners Powered by Proxy
Tatiane Teixeira
Financial Advisor
Deborah Sbeghen
Business Development Lead
Paulo Loureiro Campos
Financial Services Consultant
Bill Meyers
Financial Consultant
Peterson Cenerino
Financial Advisor
Chris Varela
Financial Professional
Nayasah McMillan
Life, Accident, & Health Insurance Agent
Prescilla Canapi
Pioneer Partner with Imagine and Business Acquisition Specialist with Proxy Financial
Terek Ouertani
Dirctor of Capital Strategy and Institutional Growth
Michael Smith
Business Development Manager
Joshua Graziani
Partner Relations & Director of Proxy Health
Brian Wininger
Director of Peformance Marketing
JOHANNA BRAVO
Partner
Mario Felipe Adib
Director Of International Services
Wellington Barbosa
International Business Development Lead
Raquel Schiavon
Investment Advisor & Financial Planner
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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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