Proformex
Financial Software · Ohio, United States · 11-50 Employees
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Overview
Headquarters
1001 Lakeside Ave E Ste 1010, Cleveland,...Phone Number
(866) 998-8654Website
www.proformex.comRevenue
$9.6 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
2
2
1
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1
1
About Proformex
Proformex offers an Annuity and Life Insurance Data Platform that transforms complex data into actionable insights for financial professionals. Their services cater to banks, broker-dealers, wealth managers, fiduciaries, carriers, general agencies, and agents and advisors. The platform provides a unified data hub, life insurance dashboards, annuity analytics, and automated notifications to enhance decision-making and client relationships. Trusted by industry leaders, Proformex helps clients mitigate risks, protect assets, and drive new revenue through data-driven strategies.Explore more
Proformex Org Chart
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Proformex financials insights
Gather financial insights about Proformex, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Proformex Tech Stack
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Proformex News & Media
Proformex Launches Product Updates to Increase Actionability on Critical Information
Empowering users with critical insights faster and driving action to improve client outcomes.Insurance Fiduciary Network and Proformex Join Forces
Strategic partnership will focus on helping wealth managers safeguard their clients' financial plansBrokers Clearing House, LLC Selects Proformex
BCH takes robust information surfaced within Proformex back to their advisors to drive meaningful results for policyownersCapitas Financial, Inc. Selects Proformex
Leading-edge fintech partnership leverages competitive advantage with financial institution clients
Read more news
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Proformex offers an Annuity and Life Insurance Data Platform that transforms complex data into actionable insights for financial professionals. Their services cater to banks, broker-dealers, wealth managers, fiduciaries, carriers, general agencies, and agents and advisors. The platform provides a unified data hub, life insurance dashboards, annuity... Read More
