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Proformex

proformex.com
Proformex is a data and technology platform purpose-built for financial professionals and institutions to manage life insurance and annuity assets, connecting customers to critical information about their life insurance and annuity businesses to support data-driven decisions.
CLNKKLAYMPMP
201611-50 emp
Cleveland, Ohio
Insurance
NAICS 52
1818•••••00
TECH STACK
HubSpotHubSpot CMSMicrosoft Azure
Proformex campaignconsultative3000 target
Companies like Proformex — Insurance, 11-50
“Position Proformex as the system of record and intelligence layer for life and annuity assets, helping firms reduce blind spots, improve servicing, and make better book-of-business decisions.”
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Companies 23
Decision-makers 36
Emails 20
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Companies like Proformex — competitors and alternatives

CompanyWhat they doLocationSizeHiring
Proformexproformex.com
Proformex is a data and technology platform purpose-built for financial professionals and institutions to manage life insurance anCleveland, Ohio11-50
Fidelityfidelity.com
KGRCSC
Prudential Financialprudential.com
AGASLM
Prudential Financial (NYSE:PRU) is a global financial services institution founded in 1875 that offers individual and institutionaNewark, New Jersey5000+
PSMHHM
LIMRA is a worldwide research, consulting, and professional development organization serving more than 600 insurance and financialWindsor, Connecticut201-1000
Morningstarmorningstar.com
KPCGMT
Morningstar is a leading provider of independent investment insights that offers data, research, and portfolio tools for individuaChicago, Illinois5000+
Broadridgebroadridge.com
BJATDC
Broadridge Financial Solutions (NYSE: BR) is a global technology leader that powers investing, governance, and communications for New York, New York5000+
AssetMarkassetmark.com
CAKMJM
AssetMark is a privately owned wealth management platform serving financial advisors since 1996, combining wealth management technConcord, California1001-5000
VURSDB
State Street Investment Management (formerly State Street Global Advisors) is a global investment management firm that delivers inBoston, Massachusetts1001-5000
BlackRockblackrock.com
TAMADS
BlackRock is a global investment management firm and technology provider that manages investments on behalf of clients including bNew York, New York5000+
Vanguardvanguard.com
BCBHNF
Vanguard is a mutual fund, ETF, and retirement plan provider that has served investors for 50 years, combining time-tested investmValley Forge, Pennsylvania5000+
LLKMRH
Orion is a wealthtech platform that delivers a connected suite of technology and investment solutions for financial advisors, unifOmaha, Nebraska1001-5000
eVestmentevestment.com
eVestment provides the institutional investment community with a database and cloud-based analytics software for investment manageAtlanta, Georgia51-200
Charles Schwabschwab.com
Charles Schwab is a financial services company offering brokerage and trading, banking, and retirement accounts, with Schwab TradiSan Francisco, California5000+
Trowepricetroweprice.com
QCDLQC
T. Rowe Price is a global asset management organization headquartered in Baltimore, Maryland, that actively manages equity, fixed Baltimore, Maryland5000+
KGAQTH
Ally Financial Inc. (NYSE: ALLY) is a leading digital financial services company and top 25 U.S. financial holding company offerinDetroit, Michigan5000+
Amundi is the largest European asset manager, managing €2,398bn in assets for over 200 million retail clients through around 600 s
E*TRADE from Morgan Stanley is a pioneer online brokerage and digital investing platform that has executed the first-ever electronEnglewood, Colorado5000+
Robinhoodrobinhood.com
Robinhood is a commission-free trading and investing platform that lets users trade stocks, options, crypto, and futures with fracMenlo Park, California1001-5000
MetLife is a global insurance and employee benefits company founded in 1868, headquartered in New York, that sells life, annuitiesNew York, New York5000+
Invesco is a global asset management firm with 8,300 employees and operations in more than 120 countries, managing assets across nAtlanta, Georgia5000+
State Streetstatestreet.com
State Street is a global financial services firm offering Investment Servicing, Investment Management, Markets, and Data Intellige
Tdameritradetdameritrade.com
Investment ManagementMuscatine, Iowa5000+
Interactive Brokers LLCinteractivebrokers.com
Interactive Brokers LLC is a global brokerage and trading platform founded in 1977, offering stocks, ETFs, options, futures, spot Greenwich, Connecticut1001-5000
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Proformex is a data and technology platform purpose-built for financial professionals and institutions to manage life insurance and annuity assets, connecting customers to critical
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Frequently asked questions about Proformex

What does Proformex do?

Proformex is a data and technology platform purpose-built for financial professionals and institutions to manage life insurance and annuity assets, connecting customers to critical information about their life insurance and annuity businesses to support data-driven decisions.

Who are Proformex's competitors?

Companies like Proformex include Fidelity, Prudential Financial, LIMRA, Morningstar, Broadridge. See the full list of 24 competitors and alternatives above.

How many employees does Proformex have?

Proformex has approximately 11-50 employees and is in the Insurance industry.

Where is Proformex headquartered?

Proformex is headquartered in Cleveland, Ohio.

What industry is Proformex in?

Proformex operates in the Insurance industry.

Who are the decision-makers at Proformex?

Key decision-makers and buying contacts at Proformex are listed above, including leaders across executive, finance, sales and operations.