Proficio Capital Partners
Highly Engaged Employees
Highly Engaged EmployeesFinance · Massachusetts, United States · 11-50 Employees
View Company Info for Free
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
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Proficio Capital Partners your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Website visits: Recent activity has been detected on your website
Click to see if Proficio Capital Partners had a recent Job posting/layoffs
Product Launch: Get notified when Proficio Capital Partners launches new products
Check out if Proficio Capital Partners is spiking on competitors!
Proficio Capital Partners, which may be a good buyer, showed buying intent in Masked Content Topic
Check if Proficio Capital Partners has recently received funding, and reach out quickly before it becomes old news!
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Earning: See what the market has to say on Proficio Capital Partners recently announced quarterly report
Funding: Get notified immidiatlly once Proficio Capital Partners has new funding data
Congratulate Masked Content for being promoted to Masked Content at Proficio Capital Partners
Recommended Actions
Reach out to Masked Content who joined Proficio Capital Partners as Masked Content
Find 3 more new buyers
Compare Similar Companies to Proficio Capital Partners
Compare insights from companies similar to Proficio Capital Partners, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Proficio Capital Partners is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
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
A closer look at the technologies used by Proficio Capital Partners
See more technologies
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
Proficio Capital Partners News & Media
Vecna Robotics Closes $100M in Series C Funding
Vecna Robotics, a Waltham, MA-based provider of flexible material handling automation solutions, raised $100M in Series C funding. Backers included Tiger Global Management, Proficio Capital Partners, and IMPULSE. The company intends to use the funds to expand ground-to-ground and low-lift workflow capabilities and development of new robots. Led by CEO Craig Malloy, Vecna Robotics is […] The post Vecna Robotics Closes $100M in Series C Funding appeared first on FinSMEs.Proficio Capital Partners Announces Expansion into South Florida
Proficio Capital Partners' new South Florida office headed up by Richard Blond, who will be joining Proficio as Managing Partner and will add another veteran presence to the investment committee. (PRWeb September 12, 2022) Read the full story at https://www.prweb.com/releases/2022/9/prweb18888149.htmProficio Capital Partners Announces Onnie Mayshak joins Portfolio...
The Proficio team continues to expand to meet the growing needs of its families and high net worth investors. (PRWeb March 08, 2021) Read the full story at https://www.prweb.com/releases/proficio_capital_partners_announces_onnie_mayshak_joins_portfolio_management_team/prweb17775554.htmProficio Capital Partners Named to 2020 Financial Times 300 Top Registered Investment Advisers for Third Consecutive Year
Value-added offering extended beyond families and high net worth individuals, to the management of corporate/institutional portfolios for the benefit of family entities (PRWeb July 30, 2020) Read the full story at https://www.prweb.com/releases/proficio_capital_partners_named_to_2020_financial_times_300_top_registered_investment_advisers_for_third_consecutive_year/prweb17283865.htm
Read more news
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Frequently Asked Questions Regarding Proficio Capital Partners
Sign Up For FreeTo access detailed company insights
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
