What departments does Proxy Financial have?

Proxy Financial has employees across 1 departments including Banking.

What is the largest department at Proxy Financial?

The largest department at Proxy Financial is Banking with 2 employees.

Where are Proxy Financial employees located globally?

Proxy Financial has employees across 2 continents and 2 countries including United States Of America, Brazil.

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

Proxy Financial's team has decreased from approximately 40 to 34 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
42

United States Of America
42

South America
1

Brazil
1

Proxy Financial's Leadership

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
D. H.
Advisor Coaching Program Manager
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

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
D. H.
Advisor Coaching Program Manager
Mobile Phone
Email
Jun 27, 2026

Frequently Asked Questions

What is Proxy Financial known for?

Proxy Financial was founded in 2018 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 . 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 August 2026. These team members are located across 2 continents, including North AmericaSouth America.

Who are Proxy Financial's key employees and leadership?

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

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

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Proxy Financial Employee Directory

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