Insights

Holistic Financial Services Proctor Financial offers comprehensive investment management combined with retirement planning, presenting an opportunity to cross-sell ancillary financial products or advisory services that complement their holistic approach.

Client-Centric Technology Utilizing proprietary TCM system and modern analytics tools positions Proctor Financial as a technology-forward firm, opening avenues for partnerships or solutions that enhance their investment personalization and client engagement processes.

Recent Growth and Acquisition The company's recent acquisition of Loanprotector highlights a growth strategy that could benefit from targeted financial solutions, especially in the insurance and risk management sectors, to expand their product offerings.

Middle Market Focus With estimated revenues between $100M and $250M and a mid-sized employee base, Proctor Financial is positioned as a key player in the middle market, representing a strategic target for scalable financial service solutions.

Industry Alignment Operating in the investment management space with ties to insurance via recent acquisitions, Proctor Financial presents potential opportunities for fintech integrations, compliance solutions, or insurance technology partnerships oriented towards financial institutions.

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 2 format(s):

Proctor Financial, Inc. Email Formats	Example	Percentage
FLast@pfic.com	JDoe@pfic.com	91%
FirstLast@pfic.com	JohnDoe@pfic.com	3%
LastF@pfic.com	DoeJ@pfic.com	2%
First.Last@pfic.com	John.Doe@pfic.com	2%
FiLast@pfic.com	JoDoe@pfic.com	1%
Last@pfic.com	Doe@pfic.com	1%
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

Where is Proctor Financial, Inc.'s headquarters located?

Proctor Financial, Inc.'s main headquarters is located at 18 North Main Street Sherborn, Massachusetts 01770 United States. The company has employees across 2 continents, including North AmericaAsia.

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 NAICS code?

Proctor Financial, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

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

As of April 2026, Proctor Financial, Inc. has approximately 52 employees across 2 continents, including North AmericaAsia. Key team members include President: T. P.President & Chief Operating Officer: M. E.Senior Vice President: M. C.. 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@pfic.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 52 employees.

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

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

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

Proctor Financial, Inc.'s NAICS code is 5239 (Other Financial Investment Activities).

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.

Company Overview

Headquarters: 18 North Main Street Sherborn, Massachusetts 01770 United States
Phone number: +1-508-545-****
Website: proctorfinancial.com
NAICS Code: 5239 - Other Financial Investment Activities
Founded: 1994
Employees: 51-200