Proformex is a data and technology platform purpose-built for financial professionals and institutions to manage life insurance and annuity assets. With deep data and technology expertise, Proformex connects customers to critical information about their life insurance and annuity businesses and helps them make better informed, data-driven decisions. With Proformex, financial professionals have the technology tools needed to proactively manage life insurance and annuities and enhance value for their clients.
| Website | https://www.proformex.com/ |
| Revenue | $38 million |
| Funding | $350000 |
| Employees | 33 (25 on RocketReach) |
| Founded | 2016 |
| Address | 1001 Lakeside Ave E # 1010, Cleveland, Ohio 44114, US |
| Phone | +1 855-341-1331 |
| Technologies |
JavaScript
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HTML
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Twitter
+27 more
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| Industry | Insurance, Financial Services, InsurTech, Software |
| Keywords | Financial Technology Platform, Insurance Data Analytics, Financial Data Platform, Asset Management Technology, Life Insurance Technology, Investment Management Platform, Financial Data Analytics, Insurance Asset Management, Financial Asset Management, Insurance Analytics Platform, Data Solutions For Finance |
| Competitors | Schwab Advisor Services, Vanguard, Merrill Lynch, BlackRock, Morningstar, Wealthsimple, Betterment, eMoney Advisor, Wealthfront, Personal Capital +33 more (view full list) |
| SIC | SIC Code 63 Companies, SIC Code 631 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 524 Companies, NAICS Code 5241 Companies, NAICS Code 52411 Companies |
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Proformex Questions
The Proformex annual revenue was $38 million in 2026.
Mike Pepe is the Founder of Proformex.
25 people are employed at Proformex.
Proformex is based in Cleveland, Ohio.
The NAICS codes for Proformex are [52, 524, 5241, 52411].
The SIC codes for Proformex are [63, 631].
Top Proformex Employees
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Mike Pepe
Founder at Proformex
Cleveland, OH, US33 -
Christopher Luse
Chief Information Security Officer at Proformex
Cleveland, OH, US25 -
Kelly Lytle
Chief Commercial Officer at Proformex
Cleveland, OH, US44 -
Niko Kantouros
VP of Customer Operations at Proformex
Cleveland, OH, US35+ -
Claudia Wimer
Director of Marketing at Proformex
Akron, OH, US1 -
Max Posner
Director, Product Operations at Proformex
New York, NY, US23 -
Evan Charne
Senior Account Executive at Proformex
Howell, NJ, US25+ -
Mitchell Poch
Data Scientist at Proformex
Cleveland, OH, US11 -
John Borsi
Sr. Data Engineer at Proformex
Cleveland, OH, US24 -
Drew K.
Customer Success Manager at Proformex
Cleveland, OH, US
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