Proficio Capital Partners Overview

  • Service
  • Other Service Provider Type

  • Founded
  • 2014

Founded
  • Employees
  • 7

Employees

Proficio Capital Partners General Information

Description

Proficio Capital Partners was established in 2014 and is headquartered in Newton, Massachusetts. Proficio is a manager of both liquid and illiquid financial assets operating under the direct oversight of family trustees or administrators. The firm provides services in the areas of financial planning, investment management, risk management, estate, and tax planning, and administrative services and reporting.

Contact Information

Year Founded
2014
Service Provider Type
Other Service Provider Type
Primary Office
  • 300 Washington Street
  • Suite 601
  • Newton, MA 02458
  • United States
+1 (617) 000-0000

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Proficio Capital Partners Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

This information is available in the PitchBook Platform. To explore Proficio Capital Partners‘s full profile, request access.

Request a free trial

Proficio Capital Partners Team (9)

Name Title Deals Office Contact
Info
Matthew Wosk Co-Founder, Partner & Chief Executive Officer 0 Newton, MA
Justin Sussman Partner, Portfolio Manager & Chief Operating Officer Newton, MA
Sheldon Hanau Chief Strategy Officer & Partner Newton, MA
Onnie Mayshak Managing Director, Portfolio Management and Private Investments Newton, MA
Lauren Denklau Partner, Head of Investor Relations & Chief Administrative Officer Newton, MA
You’re viewing 5 of 9 team members. Get the full list »