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Proxymity

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Client communication solutions enhancing real-time interactions for wealth managers.

Wealth Technologyproxymity.io

About

Proxymity is a fintech company that offers communication solutions tailored for wealth managers, with an emphasis on improving interactions between advisors and clients. The platform features the Proxymity Vote Connect Suite, Proxymity Shareholder Insights Suite, and SRD II solutions, which support secure messaging, video conferencing, and collaborative financial planning. Proxymity serves issuers, intermediaries, and investors, aiming to address issues related to proxy voting and shareholder communication by providing real-time connectivity and transparency. The platform includes functionalities for automated notifications and customizable reporting, which may assist wealth managers in enhancing client relationships and addressing client needs while maintaining data security.

Key facts

Founded
2018
Headquarters
London, United Kingdom
Stage
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Industry
Financial Technology
Sector
Wealth Technology

Business model

GTM channel
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4 products and services
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Contact

Primary office
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Email
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Open roles

7 roles

  • Office Manager

    London, England, United Kingdom · On-site · Volunteer

  • Head of People (Maternity Cover)

    Manchester, England, United Kingdom · On-site · Contract

  • Head of People (Maternity Cover)

    London, England, United Kingdom · On-site · Contract

+ 4 more open roles on Signal

More on Vanberra Signal

Members only
Business overview4 funding rounds · 13 investorsPeople4 peopleSimilar companies41 peers and competitorsDeep AnalysisAI-generated strategic report

Competitors & similar companies

More Wealth Technology companies
  • ForwardLane logo

    ForwardLane

    Client communication solutions enhancing advisor-client interactions for wealth managers.

    Wealth TechnologyNew York City, United States
  • Finary logo

    Finary

    Wealth aggregation platform enabling investors to track and optimize assets.

    Wealth TechnologyParis, France
  • CowryWise logo

    CowryWise

    Financial planning platform offering tools for savings and investments.

    Wealth TechnologyLagos, Nigeria
+ 38 more similar companies on Signal

Proxymity: quick answers

What does Proxymity do?
Proxymity is a fintech company that offers communication solutions tailored for wealth managers, with an emphasis on improving interactions between advisors and clients.
Where is Proxymity headquartered?
Proxymity is headquartered in London, United Kingdom.
When was Proxymity founded?
Proxymity was founded in 2018.
Which sector is Proxymity in?
Proxymity operates in Wealth Technology, part of Financial Technology.
Who are Proxymity's competitors?
Companies similar to Proxymity include ForwardLane, Finary, and CowryWise.
Is Proxymity hiring?
Yes. Proxymity has 7 open roles listed on Vanberra Signal.