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 doOffering 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 MoreProxy 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 MoreProxy 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 MoreProxy 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.
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