Proxy Financial Email Formats
Financial Services • 
Miami, Florida, United States • 21-50 Employees
Proxy Financial Email Formats
Proxy Financial uses 4 email formats. The most common is {first initial} (e.g., j@proxyfinancial.com), used 65.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@proxyfinancial.com | 65.5% |
{first name} | john@proxyfinancial.com | 24.1% |
{first name}.{last name} | john.doe@proxyfinancial.com | 6.9% |
{last name} | doe@proxyfinancial.com | 3.4% |
Key Contacts at Proxy Financial
Bryan Caulkins
Co-Founder
Joshua Graziani
Partner Relations & Director Of Proxy Health
Mario Felipe Adib
Director Of International Services
Christopher J. Davidson
Founder
Brian Wininger
Director Of Peformance Marketing
Bryan Bravo
Chief Executive Officer Of Imagine Wealth Partners Powered By Proxy
Company overview
| Headquarters | 999 Brickell Ave, 410, Miami, Florida 33131, US |
| Phone number | +180045647823 |
| Website | |
| NAICS | 52 |
| Keywords | Stocks, Risk Management, Investing, Etfs, Private Equity, Estate Planning, Retirement Planning, Wealth Management, Fixed Income, Life Insurance, Financial Planning, Blockchain, Portfolio Management, Capital Markets, Investment Advisors, Real Estate Investments, Value Investing, EB5, Goal-Based Investing, Capital Raises, Fund Distribution, Equity Market, International Investing, Fund Monitoring, Debt Market, Fund Consulting, General Partner, Offshore Accounts, Visa By Investment, Foreign Agents |
| Founded | 2018 |
| Employees | 21-50 |
| Socials |
About Proxy Financial
Proxy Financial is an avant-garde financial services company offering turn-key capital solutions on a global platform through finance vehicle architecture, fund monitoring, fund administration, and cutting-edge investment advisory, planning and fund distribution. Our two organizations: Proxy Wealth Advisors For investors, Proxy investment management and client services are defined by investor support, investor education, transparency, and a client experience that is entirely human at every level. Our technology platform and manicured methodologies may be mechanically precise, accurate, and process driven but our foundation is always built on communication and trust between an individual, their family and their advisor. – Wealth Done Better Proxy Capital In the project space, Proxy methodologies are uniquely designed to elevate the capital market experience from a multi-stakeholder perspective. Regardless of project positioning, Proxy’s one-stop-shop and a la carte services provide a success driven, customizable approach to elevate and enhance project performance and efficiency through innovative, immersive Fintech guided by human expertise. – Capital Done Better
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Proxy Financial has 28 employees across 6 departments.
Departments
Number of employees
Funding Data
Proxy Financial has never raised funding before.
Proxy Financial Tech Stack
Discover the technologies and tools that power Proxy Financial's digital infrastructure, from frameworks to analytics platforms.
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United Kingdom
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Frequently asked questions
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