Where are Proficio Capital Partners, LLC employees located globally?

Proficio Capital Partners, LLC has employees across 2 continents and 2 countries including India, United States Of America.

How has Proficio Capital Partners, LLC's team size changed over time?

Proficio Capital Partners, LLC's team has grown from approximately 21 to 25 employees based on available data.

Proficio Capital Partners, LLC Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Proficio Capital Partners, LLC is a multi-family office based in Newton, Massachusetts, operating as a small- to mid-sized financial services firm. Founded in 2014, it develops bespoke portfolios and integrated plans that address a family's entire financial life, combining investment management with estate planning, philanthropic initiatives, proactive tax and multi-generational planning, asset servicing, risk management, and family governance.

Its client base consists of families seeking coordinated management of complex financial affairs across generations, with services that span investment oversight, wealth transfer planning, and governance structures. The firm positions itself within the financial services industry as a comprehensive wealth-management provider for affluent families. In late 2025, the company announced a partnership with BitWize LTD, signaling ongoing external collaboration.

Proficio Capital Partners, LLC Global Highlights

North America
31

United States Of America
31

Asia
1

India
1

Proficio Capital Partners, LLC's Leadership

A. C.
Director
Mobile Phone
Email
A. H.
Client Service Associate
Mobile Phone
Email

Proficio Capital Partners, LLC Employee Metrics

100%

50%

0%

2026

2025

Finance
Business
Banking
Legal
Accounting
Other

Contact profiles from Proficio Capital Partners, LLC

Name

Title

Contact

Location

Last Update

A. C.
Director
Mobile Phone
Email
IndiaMaharashtra
Jun 25, 2026
A. H.
Client Service Associate
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Proficio Capital Partners, LLC known for?

Proficio Capital Partners, LLC was founded in 2014 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-617-340-****

. Explore Proficio Capital Partners, LLC's company overview page for more information.

What is Proficio Capital Partners, LLC's most common email format?

Proficio Capital Partners, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Proficio Capital Partners, LLC email formats with LeadIQ.

How many employees does Proficio Capital Partners, LLC have currently?

Proficio Capital Partners, LLC has approximately 30 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Proficio Capital Partners, LLC's key employees and leadership?

As of July 2026, Proficio Capital Partners, LLC's key employees include:

Director: A. C.
Client Service Associate: A. H.

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Proficio Capital Partners, LLC Employee Directory

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