Proctor Financial Revenue

Investment Management • Sherborn, Massachusetts, United States • 51-100 Employees

Proctor Financial revenue & valuation

Annual revenue	$15,400,000
Revenue per employee	$296,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$49,100,000
Total funding	No funding

Key Contacts at Proctor Financial

Heidi Lee-Briell

Director Application Development And Quality Assurance

Eran Zukerberg

Ceo

Tyrne Fuddrucker

Ceo

Jay Singh

Marketing Director

Company overview

Headquarters	18 NORTH MAIN STREET, SHERBORN, MA 01770, US
Phone number	+17812350405
Website	proctorfinancial.com
NAICS	5231
Keywords	Creating A Cash Flow Stream In Retirement, Creating More Stable Investment Porfolios, Developing Enhanced Investment Notes, Preparing Clients For Retirement
Founded	1994
Employees	51-100
Socials

Proctor Financial Email Formats

Proctor Financial uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@proctorfinancial.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@proctorfinancial.com	100%

About Proctor Financial

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.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

Senior

Employees by Department

Proctor Financial has 34 employees across 9 departments.

Departments

Number of employees

Funding Data

Proctor Financial has never raised funding before.

Proctor Financial Tech Stack

Discover the technologies and tools that power Proctor Financial's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

MediaElement.js

Video players

jQuery UI

JavaScript libraries

Google Maps

Maps

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

GoDaddy

Hosting

Nginx

Reverse proxies

Frequently asked questions

Proctor Financial is located in Sherborn, Massachusetts, US.

You can reach Proctor Financial at +17812350405.

Proctor Financial generates an estimated annual revenue of $15,341,774. This revenue figure reflects the company's market position and business performance in its industry.

Proctor Financial has an estimated valuation of $49,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Proctor Financial was founded in 1994, making it 32 years old. The company has established itself as a significant player in its industry over this time.

Proctor Financial has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Proctor Financial

Heidi Lee-Briell

Director Application Development And Quality Assurance

Eran Zukerberg

Ceo

Tyrne Fuddrucker

Ceo

Jay Singh

Marketing Director

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