Proxy Financial
Proxy Financial

Proxy Financial Information

Contact top employees from 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

Industries

Financial Services

Headquarters Location

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

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Organization Website

Social Links

linkedIntwitter

Phone Number

+1 646-289-5075

Competitors

Founded
Type
Employees
Revenue
Funding
1994Privately
Held
250 - 500 400M $0
1970- 1 - 25 < 1M $0
2007- 25 - 100 8.8M $0
-- 1-10 - $-

Employees Turnover 2 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Current employees switched from
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at Proxy Financial shows a diverse range of experience levels:
18% have been with the company for less than 1 year18% for 1–2 years29% for 3–4 years24% for 5–7 years6% for 8–10 years6% have over 11 years of service at Proxy Financial
Ex-employees positions
In Company
In New Company
Contact top employees from Proxy Financial
Rakel De Campos
Life Insurance Agent
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Travis Nelson
Benefits Consultant
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Jeremy Graziani
Operations Manager
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Marc DeCuffa
Direct of Wealth Management
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Rafael Nani
Wealth Management Advisor
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Carolyn
Financial Advisor
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Dominique Henderson
Advisor Coaching Program Manager
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Noel Gorgoy Reyes
Financial Professional
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Elizabeth De Muro
Financial Planner
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Bryan Bravo
Chief Executive Officer of Imagine Wealth Partners Powered by Proxy
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Tatiane Teixeira
Financial Advisor
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Deborah Sbeghen
Business Development Lead
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Paulo Loureiro Campos
Financial Services Consultant
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Carlos Gustavo Straube
Business Development Lead
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Bill Meyers
Financial Consultant
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Peterson Cenerino
Financial Advisor
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Chris Varela
Financial Professional
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Nayasah McMillan
Life, Accident, & Health Insurance Agent
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Prescilla Canapi
Pioneer Partner with Imagine and Business Acquisition Specialist with Proxy Financial
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Michael Smith
Business Development Manager
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Joshua Graziani
Partner Relations & Director of Proxy Health
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Brian Wininger
Director of Peformance Marketing
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Nicholas Caruso
Implementation Specialist
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Wellington Barbosa
International Business Development Lead
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