Proficio Capital Partners Overview
- Service
-
Other Service Provider Type
- Founded
-
2014
- Employees
-
7
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
Website
www.proficiocap.com
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
Proficio Capital Partners Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
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