Access a world of opportunity

Proxy Financial is an avant-garde financial services company built on a foundation of proprietary systems that improve the way our industry does business.

What we do

What we do

Enterprise

Offering RIA, Insurance Agency and comprehensive Private Equity services, Proxy enables unique financial services partnerships by unlocking the regulatory hurdles common with revenue sharing across platforms.

Learn More

Insurance

Proxy Strategic Partners empowers insurance professionals by providing access to its client centric general agency that is focused solely on enabling Proxy & its Partners to create inspired businesses, free of restriction.

Learn More

Capital

Proxy Capital provides access to premium Private Equity, ESG and Real Estate investments. With rigorous vetting, deal structuring, and active management, we aim to create value and grow wealth for our partners and investors alike.

Learn More

Wealth

Proxy Wealth is an independent international wealth manager providing national and international investors and institutions access to the universe of U.S. investment and financial planning fiduciary resources.

Learn More

Questions?

Contact us
We use cookies to improve your experience. No personal information is shared or stored. By continuing you agree to our use of cookies. You can view our privacy policy to learn more.