Proxy Financial

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 Better...

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,and foreign agents

Proxy financial operates in the Financial services industry.

Proxy financial's revenue is 11m - 100m

Proxy financial has 11 - 50 employees.