Investor communications platform

Financial Services

Company mission

To create more accurate, efficient and transparent solutions with no manual data entry or paper-based transfer.



HQ Location

Soho, London, UK


Some candidates hear
back within 2 weeks

45% employee growth in 12 months

Otta's take on Proxymity

Sam Franklin headshot

Sam Franklin

CEO of Otta

Founded with the ambitious goal of revolutionising investor communications, Proxymity connects intermediaries, investors, and issues in real-time, thereby transforming proxy voting within the corporate governance ecosystem.

Supported by Citi's D10XSM program, the founders saw the potential to reinvent proxy voting, leading to the development of transparent, accurate, and efficient solutions for clients, streamlining the entire proxy voting and asset servicing process. By doing so, Proxymity enhances the investor lifecycle, enabling clients to tackle complex problems and add value at every stage.

Since gaining independence as a separate entity in early 2020, Proxymity has enjoyed remarkable growth and garnered support from prominent industry players as well as forming strategic partnerships. Given this success, the company now has ambitious plans for extensive expansion in the coming future.

Total funding - $72.5m

Last 2 fundraises

Mar 2022



Apr 2022



This company has top investors

Company benefits

  • Headspace subscription
  • Birthday off in addition to annual leave
  • Access to LinkedIn Learning
  • Improved family-friendly policies
  • Work your way
  • Choose your tech
  • 2 duvet days a year
  • 1 volunteer day a year
  • 4-week sabbatical after 4 years at Proxymity
  • Workation - Our Workation policy means you can work anywhere in the world for up to 45 days per calendar year
  • Companywide parties twice a year
  • Team drinks
  • A dog friendly office with snacks and free drinks
  • A company wins programme
  • Companywide panels on variety of subjects like diversity and inclusion, wellbeing, etc

Company values

  • Collaborative
  • Respectful
  • Trustworthy
  • Customer Focused
  • Revolutionary


Jonathan Smalley


After studying at Nottingham, Jonathan worked for BNY Mellon before joining Citi for almost 10 years.

Dean Little


Dean worked at Citi for over 14 years, rising from a Director to becoming part of Citi's D10XSM program- which ultimately led to the creation of Proxymity.

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