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Proxy Financial

33 employees

Proxy Financial is an investment advisory firm that offers wealth, insurance, private equity, ESG, and real estate investment services.

Basic info

Industry

financial services

Sectors

Investment advisors
Stocks
Blockchain
Value investing
Fixed Income
Debt market
Retirement planning
Risk Management
Visa by Investment
Private Equity
International investing
Estate planning
General partner
Foreign Agents
Capital raises
Offshore accounts
Venture Capital
Fund consulting
Financial Services
Wealth management
Investing
Financial planning
Fund monitoring
Goal-based investing
Fund distribution
Wealth Management
Equity market
Insurance
Life insurance
Real estate investments
EB5
Capital markets
ETFs
Portfolio management
Real Estate Investment

Date founded

2018

FAQ