Proficio Capital Partners
Finance · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
300 Washington St Ste 601, Newton, Massa...Phone Number
(617) 340-8425Website
www.proficiocap.comRevenue
<$5 MillionIndustry
ZI Rank: 5
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
2
1
1
1
5
About Proficio Capital Partners
Proficio Capital Partners, LLC specializes in wealth management solutions tailored for families, focusing on their complete financial and administrative affairs. The firm employs a sophisticated institutional framework, investing alongside family investors to ensure alignment of interests. Proficio offers a comprehensive range of services including investment management, estate planning, tax strategies, and family governance, all designed to meet the unique needs of each family. With a commitment to confidentiality and fiduciary responsibility, Proficio aims to build long-lasting partnerships while preserving wealth through personalized and dynamic service.Explore more
Proficio Capital Partners Org Chart
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Proficio Capital Partners is experiencing very low activity levels compared to other companies in the Finance sector.
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Proficio Capital Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Proficio Capital Partners.
Proficio Capital Partners financials insights
Gather financial insights about Proficio Capital Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Proficio Capital Partners Tech Stack
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Most Recent Scoops
Project
Spending/Investment
Project
Spending/Investment
Funding
Proficio Capital Partners has received an SBA PPP loan for $150,000-350,000 from Santander Bank, supporting the retention of 9 jobs.
Funding
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Frequently Asked Questions Regarding Proficio Capital Partners
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Proficio Capital Partners, LLC specializes in wealth management solutions tailored for families, focusing on their complete financial and administrative affairs. The firm employs a sophisticated institutional framework, investing alongside family investors to ensure alignment of interests. Proficio offers a comprehensive range of services including... Read More
