Insights

Holistic Client Approach Proctor Financial emphasizes a comprehensive, personalized investment and retirement planning service, presenting an opportunity to introduce advanced financial planning tools and client engagement platforms to enhance their holistic advisory model.

Technological Integration The company's use of modern tech stack elements, including Google Cloud and analytics tools, indicates openness to adopting innovative software solutions, creating potential for upselling cloud-based financial management and data analytics services.

Expansion Activities The recent acquisition of Loanprotector suggests a strategic growth focus in insurance-related services, which could open doors for cross-selling insurance product solutions and risk management services to their existing banking and financial institutional clients.

Market Positioning With a mid-size workforce and revenue in the range of 50-100 million, Proctor Financial is positioned as a specialized yet growing player, ideal for targeted B2B services such as compliance solutions, investment technology enhancements, or client relationship management platforms.

Potential Partnerships Their focus on customized investment solutions and holistic client relationships suggests an openness to partnership with fintech firms and service providers that can offer innovative software, compliance tools, or client engagement solutions to strengthen their service offerings.

Similar companies to Proctor Financial, Inc.

Proctor Financial, Inc. Tech Stack

Proctor Financial, Inc. uses 8 technology products and services including RSS, Twemoji, Font Awesome, and more. Explore Proctor Financial, Inc.'s tech stack below.

RSS
Content Management System
Twemoji
Font Scripts
Font Awesome
Font Scripts
Google Cloud
Infrastructure As A Service
Chart.js
Javascript Graphics
jQuery
Javascript Libraries
Priority Hints
Performance
Google Analytics
Web Analytics

Media & News

Proctor Financial, Inc. acquires Loanprotector.
Proctor Financial, Inc., a provider of insurance products and service solutions for financial institutions, has announced the acquisition of Loan Protector Insurance Services by its parent company, Brown & Brown, Inc.
May 06, 2020 | dsnews.com

Proctor Financial, Inc.'s Email Address Formats

Proctor Financial, Inc. uses at least 1 format(s):

Proctor Financial, Inc. Email Formats	Example	Percentage
FLast@proctorfinancial.com	JDoe@proctorfinancial.com	50%
F.Last@proctorfinancial.com	J.Doe@proctorfinancial.com	25%
Last@proctorfinancial.com	Doe@proctorfinancial.com	13%
First@proctorfinancial.com	John@proctorfinancial.com	12%

Frequently Asked Questions

What is Proctor Financial, Inc.'s phone number?

You can contact Proctor Financial, Inc.'s main corporate office by phone at

+1-508-545-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Proctor Financial, Inc.'s official website and social media links?

Proctor Financial, Inc.'s official website is proctorfinancial.com and has social profiles on LinkedIn.

What is Proctor Financial, Inc.'s SIC code NAICS code?

Proctor Financial, Inc.'s SIC code is 8742 - Management Consulting Services NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Proctor Financial, Inc. have currently?

As of December 2025, Proctor Financial, Inc. has approximately 53 employees across 2 continents, including North AmericaAsia. Key team members include Marketing Director: J. S.Account Manager: A. D.Account Manager: K. R.. Explore Proctor Financial, Inc.'s employee directory with LeadIQ.

What industry does Proctor Financial, Inc. belong to?

Proctor Financial, Inc. operates in the Investment Management industry.

What technology does Proctor Financial, Inc. use?

Proctor Financial, Inc.'s tech stack includes RSSTwemojiFont AwesomeGoogle CloudChart.jsjQueryPriority HintsGoogle Analytics.

What is Proctor Financial, Inc.'s email format?

Proctor Financial, Inc.'s email format typically follows the pattern of FLast@proctorfinancial.com. Find more Proctor Financial, Inc. email formats with LeadIQ.

When was Proctor Financial, Inc. founded?

Proctor Financial, Inc. was founded in 1994.

Proctor Financial, Inc.

Q: How many employees does Proctor Financial, Inc. have currently?

Proctor Financial, Inc. has approximately 53 employees.

Q: What technology does Proctor Financial, Inc. use?

Proctor Financial, Inc.'s tech stack includes Isotope, ProgressBar.js, MediaElement.js, oEmbed, TweenMax.

Investment ManagementMassachusetts, United States51-200 Employees

Proctor Financial provides a sense of security and confidence to our clients by taking over the day-to-day investing decisions that most people dread, and ultimately, ignore. By freeing our clients of this responsibility, they are able to enjoy their lives more fully. And by using our proprietary TCMTM system when managing investments, Proctor Financial is able to deliver an individually customized money management solution not found anywhere else. (For a more complete discussion of how our TCM system works, visit www.ProctorFinancial.com.) Unlike most firms, however, we view our relationships with our clients holistically. Proctor Financial goes beyond just investment management services, taking the extra steps necessary in retirement planning to truly give our clients peace of mind.