Proficio Capital Partners Revenue and Competitors
Estimated Revenue & Valuation
- Proficio Capital Partners's estimated annual revenue is currently $3.4M per year.
- Proficio Capital Partners's estimated revenue per employee is $147,000
Employee Data
- Proficio Capital Partners has 23 Employees.
- Proficio Capital Partners grew their employee count by 5% last year.
Proficio Capital Partners's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Chief Strategy Officer- Partner | Reveal Email/Phone |
2 | CIO and Partner | Reveal Email/Phone |
3 | Controller | Reveal Email/Phone |
4 | Executive Director, Client Service | Reveal Email/Phone |
5 | Founder, Partner & Chief Investment Officer (CIO) | Reveal Email/Phone |
6 | General Counsel & Chief Compliance Officer | Reveal Email/Phone |
7 | Managing Director, Head Tax Efficient Strategies | Reveal Email/Phone |
8 | Managing Director, Portfolio Management and Private Markets | Reveal Email/Phone |
9 | Chief Administrative Officer (CAO) / Partner | Reveal Email/Phone |
10 | Office Manager | Reveal Email/Phone |
Proficio Capital Partners Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $38.3M | 166 | 0% | N/A | N/A |
#2 | $121.5M | 463 | 6% | N/A | N/A |
#3 | $4.3M | 29 | 21% | N/A | N/A |
#4 | $13.6M | 72 | 80% | N/A | N/A |
#5 | $7.9M | 47 | -27% | N/A | N/A |
#6 | $7.2M | 43 | 8% | N/A | N/A |
#7 | $48M | 208 | 8% | N/A | N/A |
#8 | $164.9M | 0 | N/A | N/A | N/A |
#9 | $147M | 560 | -5% | N/A | N/A |
#10 | $64.7M | 280 | 3% | N/A | N/A |
What Is Proficio Capital Partners?
Proficio Capital Partners, LLC is a MFO (Multi-Family Office), in which they serve as a high-touch manager of both liquid and illiquid financial assets operating with high transparency to family trustees or administrators. We follow a service delivery model holding ourselves out as an objective provider of advice that places the interests of our clients first. Looking through a "triple net" lens of FEES, INFLATION, and TAXES, Proficio will provide highly personalized investment services for tax efficient investing and wealth preservation for families. Proficio Capital Partners was founded in 2014 by Matthew Wosk (previously at Credit Suisse and Goldman Sachs) and Bob Haber (Previously at Haber Trilix Advisors and Fidelity).
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Total Funding
23
Number of Employees
$3.4M
Revenue (est)
5%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Proficio Capital Partners News
Proficio Capital Partners LLC now owns 1,561 shares of the industrial products company's stock valued at $233,000 after buying an additional 67...
Other Companies in Newton
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | N/A | 23 | -8% | N/A |
#2 | $2.3M | 23 | -4% | N/A |
#3 | $2.4M | 24 | 4% | N/A |
#4 | $3.5M | 25 | -7% | N/A |
#5 | $3.7M | 25 | 4% | N/A |