Proxima Wealth Partners

EST. AUM
$100,000,000

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Firm Details

Metro area Tampa
CRD Number
Website proximawealthpartners.com
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Overview

Proxima Wealth Partners is a Tampa, Florida-based wealth management platform and advisor partnership firm founded by Chris Davitt and Anupam Singh. The firm supports independent financial advisors by providing strategic capital strategies, M&A execution, succession planning, a comprehensive technology suite, back and middle office operations, and business consulting services.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Proxima Wealth Partners

Platform Details

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