Proxima Platform
“First-class business—and only in a first-class way.”
—John Pierpont Morgan
—John Pierpont Morgan
Capital Strategies
Whether the focus is on monetizing their equity, strategic M&A, organic new asset growth, or developing a thoughtful succession plan, Proxima can deliver the strategic guidance, long-term institutional capital, and execution support to help our Advisors get there.
Wealth Ecosystem
Proxima’s modernized, integrated wealth ecosystem enables Advisors to serve every facet of their CLIENTS’ financial lives and deliver a first-class wealth experience. We offer an open architecture of investment and asset management products with end-to-end solutions across both public and private markets.
Technology Suite
Our technology suite gives Advisors the horsepower and sophistication of the largest institutions, yet the agility and speed of the best boutiques—all while delivering a first-class, digitally driven, and CLIENT-centric service experience. Our Advisors spend less time managing the complexities of technology—and more time on their CLIENTS.
Business Consulting
Our business consulting offering helps independent Advisors build enduring, high-performing enterprises—not just successful books of business. We bring a structured, data-informed approach to practice management so Advisors can grow with purpose, lead with conviction, and build businesses that stand the test of time.
Back & Middle Office
Our middle- and back-office infrastructure helps absorb the complexity of running a wealth management business, so Advisors can reallocate their time, capital, and attention toward the work that defines their practice: serving CLIENTS, building enduring relationships, and growing a business of lasting value.
Transition Support
Proxima’s experienced transition team provides end-to-end guidance—from pre-transition strategy, legal readiness, and technology deployment to CLIENT communication, repapering, and post-launch optimization—so Advisors can navigate the full complexity of their move with confidence and arrive fully ready to serve their CLIENTS.