Proteus
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
2000 Pga Blvd Ste 4440, North Palm Beach...Phone Number
(317) 653-2756Website
www.proteuscapital.usRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
2
2
About Proteus
A MODERN APPROACH TO A FRAGMENTED INDUSTRY. Founded by the same company that revolutionized private wealth reporting, Proteus story begins in 2014. Jason Brown, the founder of Archway Technology Partners (now SEI Investments Company (NASDAQ: SEIC)), an industry leader in partnership accounting, data aggregation, performance attribution, tax reporting and bill paying, recognized an opportunity for Proteus in a fragmented industry. Since the companys founding, Proteus has provided a sophisticated service to investment advisory firms and their ultra-high-net-worth clients, utilizing a propriety portfolio management system and innovative legal structure that gives investors the ability to participate in highly sought-after but difficult-to-access, private investments with unparalleled convenience. Proteus has streamlined the process for sourcing, due diligence, investing and reporting to provide the most sophisticated yet efficient, alternative investment access platform available on the mRead more
Proteus Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$16.5M
51-200
Private
-
2004
NT
Nick TaylorManagement Company Chief Operating Officer & Chief Financial Officer
Company Profile Activity
Activity Insights
Proteus is experiencing very low activity levels compared to other companies in the Finance sector.
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Proteus is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Proteus.
Proteus financials insights
Gather financial insights about Proteus, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2021
Debt
$111K
Proteus Tech Stack
A closer look at the technologies used by Proteus
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A MODERN APPROACH TO A FRAGMENTED INDUSTRY. Founded by the same company that revolutionized private wealth reporting, Proteus story begins in 2014. Jason Brown, the founder of Archway Technology Partners (now SEI Investments Company (NASDAQ: SEIC)), an industry leader in partnership accounting, data aggregation, performance attribution, tax reporti... Read More
