Proformex

Proformex is a data and technology platform for financial professionals and institutions managing life insurance and annuity assets.

Insurance

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Headquarters: Cleveland, Ohio, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range: 11 to 50Source: RevenueBaseRetrieved October 13, 2026
Founded: 2016Source: RevenueBaseRetrieved October 13, 2026
Published list appearances: 1 supported appearance ↗Source: RevenueBase lists

The company at a glance

What does Proformex do?

Proformex connects customers to information about their life insurance and annuity businesses to support informed, data-driven decisions. Proformex provides financial professionals with technology tools to proactively manage life insurance and annuities.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

Who it serves

Proformex serves financial professionals and institutions managing life insurance and annuity assets.

What the business offers

Services & capabilities.

Insurance asset management platform

The platform gives financial professionals technology tools to proactively manage life insurance and annuities.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

#2OF 15

Cleveland

Financial advisory platforms

Snapshot: September 27, 2026

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Proformex

#2 Financial advisory platforms

Snapshot: September 27, 2026

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  <img src="https://revenuebase.ai/companies/profiles/proformex/recognition-companies-financial-advisory-platforms-united-states-cleveland-20260928-0114028b59d18b593dec074e3fbf210f537a7d596f0f01291b7cc6fd202783d5.svg" alt="Proformex listed #2 on Financial advisory platforms, September 27, 2026" width="220" height="319" style="max-width:100%;height:auto;" />
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Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 27, 2026. How the company lists are built.

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