Proxy Financial

www.proxywealth.com

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 Proxy 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

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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 Proxy 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

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Country

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State

Florida

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City (Headquarters)

Miami

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Founded

2018

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Social

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Potential Decision Makers

  • Chief Executive Officer of Imagine Wealth Partners Powered By Proxy

    Email ****** @****.com
    Phone (***) ****-****
  • Finance Director

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Operations and Business Development

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Financial Planning

    Email ****** @****.com
    Phone (***) ****-****

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