Proficio Capital Partners Revenue, Growth & Competitor Profile

DBA Proficio Canadian Alternative Real Estate LP
DBA PROFICIO CAPITAL PARTNERS LLC

Company Profile & Annual Report for Proficio Capital Partners

Access the complete profile.

Proficio Capital Partners Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52392 Portfolio Management
Address	300 Washington Street Ste 601 One Gateway Center Newton, MA 02458

Note: Revenues for privately held companies are statistical evaluations.


Proficio Capital Partners's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Proficio Capital Partners's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Proficio Capital Partners is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Proficio Capital Partners Annual Revenue and Growth Rate

Proficio Capital Partners	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Proficio Capital Partners's revenues are gauged from an analysis of company filings.

Proficio Capital Partners's Income Statement (based on Industry Averages)

Proficio Capital Partners P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Investor Activity

Proficio Capital Partners has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
April 26, 2024	51	81%	$54 MM
Complete list of funding rounds and total amounts in the Company Report

Market Share of Proficio Capital Partners's Largest Competitors

A competitive analysis shows these companies are in the same general field as Proficio Capital Partners, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Proficio Capital Partners. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
COMMONWEALTH FINANCIAL NETWORK	Waltham, MA	100
ADVISER INVESTMENTS	Newton, MA	8
ADVISER INVESTMENT MANAGEMENT	Newton, MA	6
GW & WADE	Wellesley, MA	6
GROVESTREET	Newton, MA	3
WEBSTER EQUITY PARTNERS	Waltham, MA	3

Future Competition: Proficio Capital Partners's Fastest Growing Competitors

These companies are in the same general field as Proficio Capital Partners and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)