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Five Years, Five Achievements: Reflecting on Proxymity’s Journey of Innovation and Growth
This month marks five years since Proxymity officially launched; a landmark that gives us the opportunity to reflect on how far we’ve come.
What started as an innovative idea incubated within Citi has grown into a global platform, trusted by leading custodians, banks, brokers, and issuers across markets. As we celebrate our fifth birthday, we’re proud to look back on five standout milestones that have helped shape our growth, our impact, and the future of investor communications.
While we’ve had so many achievements and moments of celebration, these five are what everyone at Proxymity is most thankful for and will stay with us as great milestones since we started.
1. Support and adoption from our consortium of investors
From the very beginning, Proxymity has been backed by a strategic consortium of leading global financial institutions — and their continued support has helped shape our journey. We’re proud to have not only earned their trust but also to have partnered with them to bring innovation to markets around the world.
Our investors have played a key role in accelerating adoption, including Clearstream’s expansion into US proxy voting, Citi’s launch of Vote Connect Global, State Street’s large-scale onboarding, BNY migrating its UK proxy service, Deutsche Bank’s deployment in Singapore, J.P.Morgan’s Vote Connect implementation in the U.K. and Netherlands, HSBC’s roll out in Australia and Computershare’s partnership to go live in South Africa.
This momentum is further reinforced by their continued growth funding, including a recent $26M investment that underscores their belief in our innovation and propels us to the next stage of our evolution.
2. Building impactful partnerships that connect the ecosystem
Collaboration has been central to Proxymity’s growth. Over the past five years, we’ve partnered with industry leaders to streamline processes, boost transparency, and deliver value across the investor communications chain.
With LUMI and MUFG, we’ve helped clients extend voting deadlines, digitise AGM announcements, and deliver votes more efficiently. Our work with EQ has enabled real-time data exchange and improved SRD II compliance, benefitting both issuers and investors.
Together with Glass Lewis and ISS, we’re seamlessly connecting investors to where they make informed governance decisions, while our partnership with Tumelo gives ETF and mutual fund investors more say in the governance of their investments, without increasing the operational burden on asset managers.
Each collaboration strengthens our digital-first ecosystem, where communication is seamless, compliance is simplified, and the entire custody chain operates with greater speed, visibility, and confidence.
3. Raising the bar on security and trust
At Proxymity, trust is engineered into everything we do. That’s why we’re proud to have undergone successful annual SOC 2 Type 2 audits, most recently completed in February 2025 with no exceptions or deviations noted.
Conducted by an independent audit firm, this provides formal assurance that our systems operate in line with the highest standards for security, availability, confidentiality, processing integrity, and privacy; the five Trust Services Criteria defined by the SOC 2 framework.
This isn’t just a compliance milestone; it’s a strategic commitment to the institutions we serve.
As we continue to enhance real-time connectivity across seven of the world’s top ten custodians, assurance frameworks like SOC 2 Type 2 signal to the market that Proxymity’s solutions and infrastructure are designed for resilience, integrity, and scalability.
4. Recognised for innovation and excellence
While widespread market adoption and backing from industry leaders have underscored Proxymity’s impact, it’s the recognition from respected independent organisations that further cements our role as a category-defining innovator.
In the past two years alone, Proxymity has been honoured with some of the most prestigious awards in the financial services and fintech landscape; testament to both our technology and the real change we’re driving across capital markets.
We were named Fintech of the Year in both 2023 and 2024; first at the Global Custodian Asia Awards and most recently for our global innovation in reshaping investor communications. Our platform also earned Best Asset Servicing Technology Product at the Asset Servicing Times Awards, and the Leading Digital Transformation Vendor Services Award at the Digital Transformation Awards.
These accolades are more than trophies. They affirm the measurable impact we’re delivering; streamlining processes, reducing risk, and connecting the global custody chain in real-time.
And we’re just getting started.
5. Our people: The heart of Proxymity
None of our milestones would have been possible without the exceptional people behind Proxymity. Founded at the very onset of the Covid-19 pandemic, our journey began with a bold leap; when Co-founders Dean Little and Jonathan Smalley decided to go out on their own and build a team and a platform that could transform investor communications. In the face of global uncertainty, our early team laid the foundation for innovation, resilience, and purpose.
What started with a small, trusted group has grown into a global team of over 200 team members, united by a shared commitment to rethinking the status quo. From launching new products to solving some of the industry’s most complex challenges, our people are the force driving us forward – pre-season, during season, and post-season.
But it’s not just what they do; it’s how we support them to do it. At Proxymity, we champion flexible working, global workations, inclusive hiring practices, and volunteer days that empower our team to grow both professionally and personally. Our culture reflects our belief that people thrive when they’re trusted, supported, and seen.
They’re not just part of our story; they are our story. And they remain one of our greatest milestones yet.
Looking ahead: Join us in shaping the future of investor communications
As we celebrate these milestones, we’re excited about what’s next and invite you, our clients, partners, and potential team members, to be part of this journey.
For partners and industry leaders, let’s continue to innovate together. Connect with our experts today to explore how Proxymity can elevate your operations.
To those passionate about financial technology, explore career opportunities at Proxymity and help us drive change in investor communications.
Here’s to the next five years as we reshape the future of the custody chain.