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Proficio Capital Partners

Proficio Capital Partners

Newton, Massachusettsproficiocap.com

Overview

Proficio Capital Partners is a manager of both liquid and illiquid financial assets operating under the direct oversight of family trustees or administrators . The firm provides services in the areas of financial planning, investment management, risk management, estate, and tax planning, and administrative services and reporting . They employ an opportunistic approach to diversification through a combination of asset classes and securities using internally and externally managed investment vehicles .

Year Founded

2014

AUM

$3.4B

Portfolio Companies

3

Investments

Proficio Capital Partners investments
CompanyDateStageLead
Vecna RoboticsNov 2024Series C ExtensionCo-investor
Vecna RoboticsJun 2024Series CCo-investor
Vecna RoboticsJan 2022Series CCo-investor
Kitchen HubDec 2021VC RoundLead
Renew Energy PartnersOct 2017DebtCo-investor

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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FAQ

Firmographic Details

HeadquartersNewton, Massachusetts
Year Founded2014
AUM$3.4B

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