About Proficio Capital Partners
Proficio Capital Partners is a company based in Newton (United States). It operates as a Professional Services. Proficio Capital Partners offers products and services including Direct Investments, Customized Commingled Products, and Holistic Family Office.
- Headquarter Newton, United States
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Sectors
Financial Services
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Phone
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Website
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
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Products & Services of Proficio Capital Partners
Proficio Capital Partners offers a comprehensive portfolio of products and services, including Direct Investments, Customized Commingled Products, and Holistic Family Office. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Direct investments are managed for family office clients.
Customized commingled products are offered to family investors.
Holistic family office services are provided for clients.
Funding Insights of Proficio Capital Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Proficio Capital Partners
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Proficio Capital Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Proficio Capital Partners Comparisons
Competitors of Proficio Capital Partners
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Proficio Capital Partners
Where is Proficio Capital Partners located?
Proficio Capital Partners is headquartered in Newton, United States. It is registered at Newton, Massachusetts, United States.
What does Proficio Capital Partners do?
Proficio Capital Partners is involved in delivering bespoke investment services and comprehensive family office solutions. The company operates within the financial sector, focusing on wealth preservation and after-tax, after-fee, risk-adjusted returns. Services offered include direct investments, customized commingled products, and holistic family office management. Strategies such as estate planning, tax planning, and multi-generational wealth transfer are integrated into their offerings. Their approach emphasizes active, personalized service to meet unique family needs through diversified asset allocation and institutional expertise.
What products or services does Proficio Capital Partners offer?
Proficio Capital Partners offers Direct Investments, Customized Commingled Products, and Holistic Family Office.
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