Proficio Capital Partners Email Formats

Financial Services • Newton, Massachusetts, United States • 21-50 Employees

Proficio Capital Partners Email Formats

Proficio Capital Partners uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@proficiocap.com), used 87% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@proficiocap.com	87%
{first name}{last name}	johndoe@proficiocap.com	8.7%
{last name}{last name}	doedoe@proficiocap.com	4.3%

Key Contacts at Proficio Capital Partners

Meghan Laramie

Executive Director, Client Service

Taylor Topakov

Director

Company overview

Headquarters	One Gateway Center, 300 Washington St - Suite 901, Newton, Massachusetts 02458, US
Phone number	+16173408425
Website	proficiocap.com
NAICS	52
Keywords	tax, Investment, Clearinghouse For Financial, Proactive And Objective Financial Advice, Estate Planning Ideas
Founded	2014
Employees	21-50
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About Proficio Capital Partners

Proficio Capital Partners is a multi-family office located in Newton, Massachusetts founded in 2014. Utilizing our institutional backgrounds and experience in financial markets, the Firm builds bespoke portfolios to deliver a comprehensive, integrated, and dynamic plan for our families’ complete financial affairs. This includes investment management, wealth transfer strategies through estate planning and philanthropic initiatives, proactive tax and multi-generational planning, asset servicing, risk management, and implementation of family governance.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

C-Suite

Partner

Employees by Department

Proficio Capital Partners has 6 employees across 3 departments.

Departments

Number of employees

Funding Data

Proficio Capital Partners has never raised funding before.

Proficio Capital Partners Tech Stack

Discover the technologies and tools that power Proficio Capital Partners's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

Site Kit

Analytics

lit-element

JavaScript libraries

Google Maps

Maps

lit-html

JavaScript libraries

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Frequently asked questions

Proficio Capital Partners is located in Newton, Massachusetts, US.

You can reach Proficio Capital Partners at +16173408425.

Proficio Capital Partners was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.

Proficio Capital Partners has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Proficio Capital Partners

Meghan Laramie

Executive Director, Client Service

Taylor Topakov

Director

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