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Proxy Financial Logo
Proxy Financial CB Rank
548690
Heat Score
58
Proxy Financial is an investment advisory firm that offers wealth, insurance, private equity, ESG, and real estate investment services.
Founded
obfuscation
Private Miami, Florida, United States51-100 proxyfinancial.com
Financial Services
Insurance
Real Estate Investment
Venture Capital
Wealth Management
Overview

Proxy Financial
Heat Score
58

Growth Score
pts
in past quarter
Heat Score 58
-6 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Proxy Financial

CB Rank
548690
Proxy Financial is an investment advisory firm that offers wealth, insurance, private equity, ESG, and real estate investment services.
Founded
obfuscation
Private Miami, Florida, United States51-100 proxyfinancial.com
Financial Services
Insurance
Real Estate Investment
Venture Capital
Wealth Management

Key People

Details

Also Known As Proxy
Operating Status Active
Company Type For Profit
Founders  Christopher J. Davidson
Phone Number +1 646-289-5075
Contact Email info@proxyfinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Advisory
Provides domestic and international wealth management and financial planning services tailored to individual and institutional investors.
General Agency
Offers insurance professionals access to a client-focused general agency model that supports building independent insurance businesses without restrictions.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 51-100 Employee Profiles 1 Contacts 21

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

513
90%
 in past month

IT Spend

$187.1KThis year, Proxy Financial is projected to spend $187.1K on IT, according to Aberdeen.

Active Website Tech Count

5Proxy Financial is actively using 5 technologies for its website, according to BuiltWith. These include DNSSEC, IPv6, and  U.S. Server Location.
Sub-Organizations
Frequently Asked Questions

Where is Proxy Financial's headquarters? Proxy Financial is located in Miami, Florida, United States.Who are Proxy Financial's competitors? Alternatives and possible competitors to Proxy Financial may include HighTower Advisors, Creative Planning, and  Facet.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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