Insights

Growing Financial Scale Prota Financial operates with an annual revenue between 10 million and 25 million dollars, indicating a solid mid-sized presence in the financial planning sector present in Houston, Texas, with considerable growth potential compared to smaller firms.

Targeted Niche Focus Specializing in comprehensive retirement, college, and estate planning, Prota Financial appeals to clients seeking personalized wealth preservation strategies, representing an opportunity to provide tailored financial technology solutions or premium advisory services.

Client-Centric Philosophy With a strong commitment to placing clients' interests first, emphasizing building good savings and investing habits, there is potential to enhance their customer engagement through digital tools like personalized apps or financial education platforms.

Technology Utilization Utilizing cloud services like Google Cloud and Microsoft 365 signifies openness to innovative technology integrations, presenting opportunities for fintech partnerships or advanced data analytics and cybersecurity solutions.

Competitive Landscape Positioned among industry giants such as Charles Schwab and Fidelity, Prota Financial can benefit from scalable solutions and strategic alliances to strengthen its competitive edge and expand its market footprint within the financial planning industry.

Similar companies to Prota Financial

Prota Financial Tech Stack

Prota Financial uses 8 technology products and services including Unpkg, RSS, oEmbed, and more. Explore Prota Financial's tech stack below.

Unpkg
Content Delivery Network
RSS
Content Management System
oEmbed
Dev Tools
Microsoft 365
Email
Google Cloud
Infrastructure As A Service
jQuery
Javascript Libraries
reCAPTCHA
Security
Nginx
Web Servers

Media & News

Prota Financial's Email Address Formats

Prota Financial uses at least 1 format(s):

Prota Financial Email Formats	Example	Percentage
First@protafinancial.com	John@protafinancial.com	42%
First.Last@protafinancial.com	John.Doe@protafinancial.com	8%
First@protafinancial.com	John@protafinancial.com	42%
First.Last@protafinancial.com	John.Doe@protafinancial.com	8%

Frequently Asked Questions

Where is Prota Financial's headquarters located?

Prota Financial's main headquarters is located at 1980 Post Oak Boulevard Suite 100 Houston, Texas 77056 United States. The company has employees across 1 continents, including North America.

What is Prota Financial's phone number?

You can contact Prota Financial's main corporate office by phone at

+1-713-568-****

. 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 Prota Financial's official website and social media links?

Prota Financial's official website is protafinancial.com and has social profiles on LinkedIn.

What is Prota Financial's NAICS code?

Prota Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Prota Financial have currently?

As of February 2026, Prota Financial has approximately 13 employees across 1 continents, including North America. Key team members include Partner & Founder: M. R.Financial Advisor: A. P.Financial Advisor: M. J.. Explore Prota Financial's employee directory with LeadIQ.

What industry does Prota Financial belong to?

Prota Financial operates in the Financial Services industry.

What technology does Prota Financial use?

Prota Financial's tech stack includes UnpkgRSSoEmbedMicrosoft 365Google CloudjQueryreCAPTCHANginx.

What is Prota Financial's email format?

Prota Financial's email format typically follows the pattern of First@protafinancial.com. Find more Prota Financial email formats with LeadIQ.

When was Prota Financial founded?

Prota Financial was founded in 2016.

Prota Financial

Q: What is Prota Financial's official website and social media links?

Prota Financial's official website is protafinancial.com. Prota Financial has social profiles on LinkedIn.

Q: How many employees does Prota Financial have currently?

Prota Financial has approximately 13 employees.

Q: What technology does Prota Financial use?

Prota Financial's tech stack includes PHP, HSTS, JSON-LD, X-Content-Type-Options, jQuery Migrate.

Financial ServicesTexas, United States11-50 Employees

Prota Financial offers comprehensive financial planning to clients, including retirement, college, & estate planning.  

Our focus is on developing and executing plans that are designed to build and preserve your wealth. 

Our passion is helping people build good habits around saving & investing.

We are committed to the precept that by placing the client’s interests first, we will add value to the planning process and earn their respect.

Company Overview

Headquarters: 1980 Post Oak Boulevard Suite 100 Houston, Texas 77056 United States
Phone number: +1-713-568-****
Website: protafinancial.com
NAICS Code: 52 - Finance and Insurance
Founded: 2016
Employees: 11-50