Proxy Financial

Financial Services - Miami, FL, US

Proxy Financial Details

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

Proxy Financial logo, Proxy Financial contact details
Employees: 20 - 49
HQ: N/A
Location: Miami, FL, US
Revenue: 2.5 - 5 Million
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
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