runsonwhat

Proxy Financial's tech stack

What does Proxy Financial use?

Proxy Financial (proxyfinancial.com) uses at least 13 tools we can see from public records, including Google Cloud for hosting, Microsoft 365 for email and documents, HighLevel for sales and Google Analytics for analytics. Last checked .

“Proxy Financial is a strategic advisory platform for elite financial advisors and RIA principals — private transitions, succession planning, and the invitation-only Proxy Circle in Las Vegas.”

Industry
Financial Services
Size
51–200 employees
Based in
Miami, United States
Founded
2018
LinkedIn
Company page
Re-check liveVisit proxyfinancial.com
Tools found
13
Categories
9
Layers
5 of 5
Last checked
Oct 2026

Proxy Financial's stack, layer by layer

Each tool links to the other companies we've found using it. The label says what kind of public trace gave it away.

Edge & Hosting

2 tools, where the bytes are served from

Hosting & Cloud

DNS

Application

5 tools, what the product is built with

AI

Media & UI

Data & Observability

1 tool, what they measure and store

Analytics

Go-to-market

3 tools, how they find and keep customers

Marketing

Sales & CRM

Company Ops

2 tools, what the team runs on day to day

Workspace

Security & Compliance

Companies like Proxy Financial also use

Tools common among companies with a similar stack that we haven't found at Proxy Financial.

Companies with a stack like Proxy Financial's

Ranked by shared tools, with rare tools counting more.

Proxy Financial tech stack FAQ

What tools does Proxy Financial use?

As of October 2026, runsonwhat has found 13 tools at Proxy Financial (proxyfinancial.com) in public records. Edge & Hosting: GoDaddy and Google Cloud. Application: Google Fonts, YouTube and Vimeo. Data & Observability: Google Analytics. Go-to-market: Brevo and HighLevel. Company Ops: Microsoft 365 and Sophos. Last checked October 6, 2026.

What cloud does Proxy Financial run on?

Proxy Financial uses Google Cloud for hosting and cloud infrastructure, according to runsonwhat (October 2026). runsonwhat found Google Cloud through Google Cloud code on proxyfinancial.com. Google Cloud is used by 73,791 companies runsonwhat tracks.

What CRM does Proxy Financial use?

Proxy Financial uses HighLevel for its CRM, according to runsonwhat (October 2026). runsonwhat found HighLevel through HighLevel code on proxyfinancial.com. HighLevel is used by 4,583 companies runsonwhat tracks.

What email provider does Proxy Financial use?

Proxy Financial uses Microsoft 365 for email and office software, according to runsonwhat (October 2026). runsonwhat found Microsoft 365 through a DNS verification record for Microsoft 365 and email records. Microsoft 365 is used by 692,972 companies runsonwhat tracks.

What analytics tools does Proxy Financial use?

Proxy Financial uses Google Analytics for analytics, according to runsonwhat (October 2026). runsonwhat found Google Analytics through Google Analytics code on proxyfinancial.com. Google Analytics is used by 736,656 companies runsonwhat tracks.

What marketing software does Proxy Financial use?

Proxy Financial uses Brevo for marketing, according to runsonwhat (October 2026). runsonwhat found Brevo through a DNS verification record for Brevo. Brevo is used by 76,723 companies runsonwhat tracks.

Does Proxy Financial use Google Fonts?

Yes. runsonwhat found Google Fonts at Proxy Financial through Google Fonts code on proxyfinancial.com. Google Fonts is a Media & UI tool used by 672,045 companies runsonwhat tracks.

Which companies have a tech stack similar to Proxy Financial's?

The companies with the stacks most like Proxy Financial's are Lead Financial Partners, Regal Capital Solutions, Fundraising Cup – Trusted fundraising for all of life moments and Sky Tower Counsel, according to runsonwhat (October 2026). Each shares 2 to 4 tools with Proxy Financial, and rare tools count for more than common ones like Google Workspace, so the match reflects real stack choices.

How does runsonwhat know what Proxy Financial uses?

runsonwhat reads public records only. Of the 13 tools at Proxy Financial, 7 were found through code on proxyfinancial.com, 5 through DNS records and 1 through website configuration files. A tool is listed only when a direct record backs it up; DNS is rechecked weekly and proxyfinancial.com about monthly.

We read public traces only: DNS and email records, certificate logs, website code and published subprocessor lists. A tool is listed when a direct record backs it up, and dropped when a recheck no longer finds it. Is this your company? See how to opt out.