What departments does Proxy Financial have?

Proxy Financial has employees across 2 departments including Program & Project Management, Finance.

What is the largest department at Proxy Financial?

The largest department at Proxy Financial is Finance with 4 employees.

Where are Proxy Financial employees located globally?

Proxy Financial has employees across 4 continents and 4 countries including Cameroon, United States Of America, Czechia, Brazil.

How has Proxy Financial's team size changed over time?

Proxy Financial's team has decreased from approximately 40 to 36 employees based on available data.

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Proxy Financial Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Proxy Financial is a financial services firm that provides capital solutions on a global scale through a structure of finance vehicle architecture, fund monitoring, fund administration, and advisory and distribution services. The company emphasizes a client-centric approach in its two organizations, Proxy Wealth Advisors and Proxy Capital, aiming to deliver transparent, education-focused investor support and a customizable, multi-stakeholder project experience in the capital markets. Based in Miami, Florida, Proxy Financial positions itself within the financial services industry as a provider of turn-key solutions that blend technology-enabled processes with human expertise to enhance investment planning, management, and project execution. The firm operates with a mid-sized team and offers a comprehensive platform intended to streamline capital solutions for investors and project sponsors alike.

Proxy Financial Global Highlights

North America
41

United States Of America
41

South America
2

Brazil
2

Africa
1

Cameroon
1

Proxy Financial's Leadership

D. H.
Advisor Coaching Program Manager
Mobile Phone
Email
T. B. R.
Financial Advisor
Mobile Phone
Email
A. M. D.
Direct Of Wealth Management
Mobile Phone
Email
K. O.
Wealth Management
Mobile Phone
Email
M. L.
Financial Planner
Mobile Phone
Email

Proxy Financial Employee Metrics

100%

50%

2026

2025

Banking
Business Development
Business
Finance
Human Resources
Other
Program & Project Management

Contact profiles from Proxy Financial

Name

Title

Contact

Location

Last Update

D. H.
Advisor Coaching Program Manager
Mobile Phone
Email
Sep 13, 2026
T. B. R.
Financial Advisor
Mobile Phone
Email
Jun 25, 2026
A. M. D.
Direct Of Wealth Management
Mobile Phone
Email
Oct 21, 2024
K. O.
Wealth Management
Mobile Phone
Email
Oct 17, 2024
M. L.
Financial Planner
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Proxy Financial known for?

Proxy Financial was founded in 2018 and operates in the Financial Services industry. Explore Proxy Financial's company overview page for more information.

What is Proxy Financial's most common email format?

Proxy Financial employees' email format typically follows the pattern of First@proxyfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Proxy Financial email formats with LeadIQ.

How many employees does Proxy Financial have currently?

Proxy Financial has approximately 40 employees as of September 2026. These team members are located across 3 continents, including North America, South America and Africa.

Who are Proxy Financial's key employees and leadership?

As of September 2026, Proxy Financial's key employees include:

Advisor Coaching Program Manager: D. H.
Financial Advisor: T. B. R.
Direct Of Wealth Management: A. M. D.
Wealth Management: K. O.
Financial Planner: M. L.

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Proxy Financial Employee Directory

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