Proficio Capital Partners
Overview
Proficio Capital Partners, LLC is a MFO (Multi-Family Office), in which they serve as a high-touch manager of both liquid and illiquid financial assets operating with high transparency to family trustees or administrators. We follow a service delivery model holding ourselves out as an objective provider of advice that places the interests of our clients first. Looking through a 'triple net' lens of FEES, INFLATION, and TAXES, Proficio will provide highly personalized investment services for tax efficient investing and wealth preservation for families. \\Proficio Capital Partners was founded in 2014 by Matthew Wosk (previously at Credit Suisse and Goldman Sachs) and Bob Haber (Previously at Haber Trilix Advisors and Fidelity).
Investment Focus
- High-net-worth individuals and families seeking personalized investment management and wealth preservation strategies.
Reach Proficio Capital Partners directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Proficio Capital Partners
What sectors does Proficio Capital Partners invest in?
Proficio Capital Partners invests in Financial Services, Real Estate, Infrastructure, Wealth Management, Investment Management and Private Equity, and is based in Newton, Massachusetts, United States. Proficio Capital Partners is listed as a family office in the ConnectSafely investor database.
What stage does Proficio Capital Partners invest at?
Proficio Capital Partners backs companies at Pre-Seed, Seed, Early Stage, Series A, Series B and Growth, writing cheques of 1M - 50M.
Which regions does Proficio Capital Partners invest in?
Proficio Capital Partners invests across United States, United Kingdom, Canada, Germany, Japan and Australia.
Who are the partners at Proficio Capital Partners?
Team members listed for Proficio Capital Partners include Matthew Wosk (CEO/Partner) and Sheldon Hanau (Chief Strategy Officer- Partner).
How do I contact Proficio Capital Partners?
Proficio Capital Partners's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
