Insights

Market Potential Prota Financial operates in the highly competitive financial services industry with a focus on comprehensive planning, suggesting opportunities for advanced financial technology solutions and CRM platforms to enhance client management and service delivery.

Growth Opportunity With an estimated revenue between 10 to 25 million dollars and a relatively small team of up to 50 employees, there is potential for scalable growth through automation tools and targeted marketing solutions to increase client acquisition and operational efficiency.

Digital Infrastructure Utilizing technologies like Google Cloud and Microsoft 365 indicates a modern digital infrastructure, creating opportunities to introduce cybersecurity solutions, data analytics, and cloud-based client engagement tools to support their financial planning services.

Competitive Landscape Compared to industry giants like Charles Schwab and Fidelity, Prota Financial can benefit from personalized fintech innovations or niche services that differentiate it in a crowded market, providing tailored solutions to high-net-worth individuals.

Client Focus & Engagement Their emphasis on building good habits around savings and investing aligns well with the potential for educational platforms, financial literacy tools, or client engagement technologies to deepen relationships and improve client outcomes.

Similar companies to Prota Financial

Prota Financial Tech Stack

Prota Financial uses 8 technology products and services including Unpkg, RSS, oEmbed, and more. Explore Prota Financial's tech stack below.

Unpkg
Content Delivery Network
RSS
Content Management System
oEmbed
Dev Tools
Microsoft 365
Email
Google Cloud
Infrastructure As A Service
jQuery
Javascript Libraries
reCAPTCHA
Security
Nginx
Web Servers

Media & News

Prota Financial's Email Address Formats

Prota Financial uses at least 1 format(s):

Prota Financial Email Formats	Example	Percentage
First@protafinancial.com	John@protafinancial.com	42%
First.Last@protafinancial.com	John.Doe@protafinancial.com	8%
First@protafinancial.com	John@protafinancial.com	42%
First.Last@protafinancial.com	John.Doe@protafinancial.com	8%

Frequently Asked Questions

Where is Prota Financial's headquarters located?

Prota Financial's main headquarters is located at 1980 Post Oak Boulevard Suite 100 Houston, Texas 77056 United States. The company has employees across 1 continents, including North America.

What is Prota Financial's phone number?

You can contact Prota Financial's main corporate office by phone at

+1-713-568-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Prota Financial's official website and social media links?

Prota Financial's official website is protafinancial.com and has social profiles on LinkedIn.

What is Prota Financial's NAICS code?

Prota Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Prota Financial have currently?

As of March 2026, Prota Financial has approximately 13 employees across 1 continents, including North America. Key team members include Partner & Founder: M. R.Financial Advisor: A. P.Financial Advisor: M. J.. Explore Prota Financial's employee directory with LeadIQ.

What industry does Prota Financial belong to?

Prota Financial operates in the Financial Services industry.

What technology does Prota Financial use?

Prota Financial's tech stack includes UnpkgRSSoEmbedMicrosoft 365Google CloudjQueryreCAPTCHANginx.

What is Prota Financial's email format?

Prota Financial's email format typically follows the pattern of First@protafinancial.com. Find more Prota Financial email formats with LeadIQ.

When was Prota Financial founded?

Prota Financial was founded in 2016.

Prota Financial

Q: What is Prota Financial's official website and social media links?

Prota Financial's official website is protafinancial.com. Prota Financial has social profiles on LinkedIn.

Q: How many employees does Prota Financial have currently?

Prota Financial has approximately 13 employees.

Q: What technology does Prota Financial use?

Prota Financial's tech stack includes PHP, HSTS, JSON-LD, X-Content-Type-Options, jQuery Migrate.

Q: What is Prota Financial's NAICS code?

Prota Financial's NAICS code is 52 (Finance and Insurance).

Financial ServicesTexas, United States11-50 Employees

Prota Financial offers comprehensive financial planning to clients, including retirement, college, & estate planning.  

Our focus is on developing and executing plans that are designed to build and preserve your wealth. 

Our passion is helping people build good habits around saving & investing.

We are committed to the precept that by placing the client’s interests first, we will add value to the planning process and earn their respect.

Company Overview

Headquarters: 1980 Post Oak Boulevard Suite 100 Houston, Texas 77056 United States
Phone number: +1-713-568-****
Website: protafinancial.com
NAICS Code: 52 - Finance and Insurance
Founded: 2016
Employees: 11-50