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Phoenix American Financial Services

Full company profile

uuid000bqum

Namestring
Phoenix American Financial Services
Legal namestring
Phoenix American Financial Services, Inc.
Websiteurl
phxa.com
Company typeenum
Private
Founded yearint
1972
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
251–500
akta.pro rankint
HeadquartersSan Rafael, United States
HQ citystring
San Rafael
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
fund administration services, transfer agent services, fund servicing, investor accounting, financial services
Industry3 codes
1Transfer Agency & Shareholder Recordkeeping
CodeFSAAAMAAPrimaryYes
2Unit Registry & Transfer Agency for Alternatives (Private Funds, SPVs, Closed-End)
CodeFSAAAMAKPrimaryNo
3Fund Custody & Transfer Agency Services
CodeFSACAHAGPrimaryNo
NAICS code1 code
  • Other Financial Vehicles52599
Product category
Fund Administration Services
No data
Cost components4 values
Personnel, Operations, Technology or R&D, Infrastructure
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Phoenix American Financial Services, Inc. is a California-based financial services firm that historically provided fund administration and transfer agent services to investment funds operating in the US market. The Fund Administration and Transfer Agent business unit was acquired by Vistra in August 2024, representing the company's primary identified service lines.

Differentiator
Functional benefit
Problem solved
Product and service2 records
1Fund Administration Services
CategoryFund Administration
2Transfer Agent Services
CategoryTransfer Agent / Investor Servicing
Recent move1 record

Each record includes

Date, Type, Title, Description, Source

Expansion highlight1 record

Each record includes

Type, Description

Peers10 records
1Apex Group
TypeDirect peer
Description

Large global fund services provider offering fund administration, transfer agency, custody and corporate services to alternative asset managers, making it a directly comparable scaled peer in the same product category.

2Vistra
TypeDirect peer
Description

Global corporate services and fund administration platform that acquired Phoenix American's Fund Administration and Transfer Agent business in August 2024, directly absorbing its most comparable service line and client base.

3Gen II Fund Services
TypeDirect peer
Description

Independent fund administration platform focused on alternative investment managers, offering transfer agency, fund accounting, and investor servicing — directly overlapping with Phoenix American's core service lines.

4Citco
TypeDirect peer
Description

Long-established fund administration and corporate services specialist serving alternative investment funds, with a comparable mix of transfer agency and fund accounting services for institutional clients.

5Alter Domus
TypeDirect peer
Description

Independent fund and corporate services provider delivering administration, transfer agency and depositary services predominantly to private capital and alternative asset managers, directly competitive with Phoenix American's offering.

6SS&C Technologies
TypeBroad incumbent
Description

Large incumbent financial services software and outsourcing firm with a substantial fund administration and transfer agency business (including GlobeOp), overlapping with Phoenix American's services as part of a much broader portfolio.

7BNY Mellon
TypeBroad incumbent
Description

Global custodian and asset servicer with a sizable transfer agency and fund administration franchise, serving many of the same institutional asset manager clients Phoenix American historically targeted.

8State Street
TypeBroad incumbent
Description

Major global custodian and servicer offering fund administration, transfer agency and investor servicing to asset managers and asset owners, operating at much larger scale but in directly adjacent service lines.

9JPMorgan Investor Services
TypeBroad incumbent
Description

Custody and fund services arm of JPMorgan offering transfer agency, fund administration and accounting for institutional clients, serving as a broad incumbent in Phoenix American's competitive set.

10MUFG Investor Services
TypeBroad incumbent
Description

Global asset servicer (part of MUFG) providing fund administration, transfer agency and custody for alternative and traditional asset managers, overlapping Phoenix American's service lines as part of a broader banking group portfolio.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks4 records

Each record includes

Headline, Details, Source

Key highlights4 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Phoenix American Financial Services

Fund Administration Servicesphxa.com

Phoenix American Financial Services firmographics

Firmographics
Name
Phoenix American Financial Services
Legal name
Phoenix American Financial Services, Inc.
Website
https://phxa.com
Company type
Private
Founded year
1972
Operating status
Operating
Headcount range
251–500 employees
Ownership category
akta.pro rank

Phoenix American Financial Services industry classification

Industry
Product category
Fund Administration Services
NAICS
Other Financial Vehicles (52599)
akta.pro primary industry
Transfer Agency & Shareholder Recordkeeping (FSAAAMAA)
akta.pro secondary industries
Unit Registry & Transfer Agency for Alternatives (Private Funds, SPVs, Closed-End) (FSAAAMAK), Fund Custody & Transfer Agency Services (FSACAHAG)

Keywords

  • Fund administration services
  • Transfer agent services
  • Fund servicing
  • Investor accounting
  • Financial services

Where Phoenix American Financial Services is headquartered

Location

Headquarters

HQ city
San Rafael
HQ country
United States
HQ region
North America

Markets served

Phoenix American Financial Services business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Infrastructure

Phoenix American Financial Services product offering

Product offering

Core offering

Phoenix American Financial Services, Inc. is a California-based financial services firm that historically provided fund administration and transfer agent services to investment funds operating in the US market. The Fund Administration and Transfer Agent business unit was acquired by Vistra in August 2024, representing the company's primary identified service lines.

Differentiator

Problem solved

Functional benefit

Products and services

  • Fund Administration Services
  • Transfer Agent Services

Companies that use Phoenix American Financial Services

Customer profile

Ideal customer profiles1 record

Phoenix American Financial Services technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Phoenix American Financial Services partnerships and signals

Strategic signal

Recent moves1 record

Expansion highlights1 record

Phoenix American Financial Services competitors and assessment

Company assessment

Direct peers

  • Apex Group: Large global fund services provider offering fund administration, transfer agency, custody and corporate services to alternative asset managers, making it a directly comparable scaled peer in the same product category.
  • Vistra: Global corporate services and fund administration platform that acquired Phoenix American's Fund Administration and Transfer Agent business in August 2024, directly absorbing its most comparable service line and client base.
  • Gen II Fund Services: Independent fund administration platform focused on alternative investment managers, offering transfer agency, fund accounting, and investor servicing — directly overlapping with Phoenix American's core service lines.
  • Citco: Long-established fund administration and corporate services specialist serving alternative investment funds, with a comparable mix of transfer agency and fund accounting services for institutional clients.
  • Alter Domus: Independent fund and corporate services provider delivering administration, transfer agency and depositary services predominantly to private capital and alternative asset managers, directly competitive with Phoenix American's offering.

Broad incumbents

  • SS&C Technologies: Large incumbent financial services software and outsourcing firm with a substantial fund administration and transfer agency business (including GlobeOp), overlapping with Phoenix American's services as part of a much broader portfolio.
  • BNY Mellon: Global custodian and asset servicer with a sizable transfer agency and fund administration franchise, serving many of the same institutional asset manager clients Phoenix American historically targeted.
  • State Street: Major global custodian and servicer offering fund administration, transfer agency and investor servicing to asset managers and asset owners, operating at much larger scale but in directly adjacent service lines.
  • JPMorgan Investor Services: Custody and fund services arm of JPMorgan offering transfer agency, fund administration and accounting for institutional clients, serving as a broad incumbent in Phoenix American's competitive set.
  • MUFG Investor Services: Global asset servicer (part of MUFG) providing fund administration, transfer agency and custody for alternative and traditional asset managers, overlapping Phoenix American's service lines as part of a broader banking group portfolio.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks4 records

Key highlights4 records

Customer concentration

Phoenix American Financial Services financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Phoenix American Financial Services leadership team

Management profile

Number of profiles

Profiles1 record

Phoenix American Financial Services funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Phoenix American Financial Services M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Phoenix American Financial Services

What does Phoenix American Financial Services do?

Phoenix American Financial Services, Inc. is a California-based financial services firm that historically provided fund administration and transfer agent services to investment funds operating in the US market. The Fund Administration and Transfer Agent business unit was acquired by Vistra in August 2024, representing the company's primary identified service lines.

Is Phoenix American Financial Services a public or private company?

Phoenix American Financial Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Phoenix American Financial Services founded?

Phoenix American Financial Services was founded in 1972. It employs 251 to 500 people.

Where is Phoenix American Financial Services based?

Phoenix American Financial Services is headquartered in San Rafael, United States, in the North America region.

Who are Phoenix American Financial Services's main competitors?

Direct peers on record are Apex Group, Vistra, Gen II Fund Services, Citco and Alter Domus. Broad incumbents are SS&C Technologies, BNY Mellon, State Street, JPMorgan Investor Services and MUFG Investor Services.

Does Phoenix American Financial Services have an API?

No public API is recorded for Phoenix American Financial Services.

What industry is Phoenix American Financial Services in?

Phoenix American Financial Services's product category is Fund Administration Services. Its primary akta.pro industry code is FSAAAMAA, Transfer Agency & Shareholder Recordkeeping, with a secondary code of FSAAAMAK, Unit Registry & Transfer Agency for Alternatives (Private Funds, SPVs, Closed-End). Its NAICS code is 52599.

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Live signals
MarketScreenerVistra Corp. acquired Fund Administration and Transfer Agent business of Phoenix American Financial Services Inc.Vistra Corp. has acquired the Fund Administration and Transfer Agent business from Phoenix American Financial Services Inc. This transaction represents a strategic expansion for Vistra into financial services operations, distinct from its core electric power generation activities. The deal involves the transfer of specific administrative and agent functions previously managed by Phoenix American.PR NewswirePhoenix American Releases White Paper on 1031/DST Trends with Insights from Key Industry Experts and SponsorsPhoenix American Financial Services released a white paper analyzing the history, evolution, and future prospects of 1031 like-kind exchange investments via Delaware Statutory Trusts (DSTs). The report incorporates data from Mountain Dell Consulting and insights from industry participants including Capital Square, Inland Private Capital Corporation, Passco Companies, and the Institute for Portfolio Alternatives. Key findings include an analysis of DST performance during the pandemic compared to TIC investments during the Great Recession and an outlook on potential regulatory changes under the Biden administration.PR NewswirePhoenix American Announces New Client Partnership with Lighthouse Life CapitalPhoenix American has entered into a new client partnership with Lighthouse Life Capital to provide back-office operational and investor services. The collaboration utilizes Phoenix American's STAR-XMS shareholder management system to support Lighthouse Life's life settlement fund offerings.PR NewswirePhoenix American Financial Services Announces New Client Valeo GroupePhoenix American Financial Services announced a new client partnership with investment management firm Valeo Groupe Americas, LLC, effective August 13, 2020. Phoenix will support Valeo with its STAR-XMS shareholder management system and integrated fund accounting services tailored for real estate investment funds in the student and senior housing markets. The partnership reflects Valeo's focus on operational efficiency and asset quality, with Phoenix anticipating significant growth for Valeo Groupe in the years ahead.PR NewswirePhoenix American Financial Services and PAFS Ireland, Ltd Announce John McInerney Winner of the Airline Economics Magazine Future Leader of the Year Award for 2020Phoenix American Financial Services and its Irish subsidiary PAFS Ireland announced that John McInerney, Managing Director of PAFS Ireland, won the Airline Economics Magazine Future Leader Award for 2020 after receiving a record number of nominations from peers, clients, and industry professionals. McInerney was recognized for overseeing the growth of Phoenix American's Shannon office to over fifty individuals and his work on the complex JOL Air 2019-1 ABS transaction, which featured Japanese tax equity and required simultaneous novation and transition of portfolio aircraft. The company services entities with over 1,400 aircraft and engines having a combined appraised value exceeding $35 billion.PR NewswirePhoenix American Financial Services Inc. Announces the Hiring of Tony Olivo as Vice President of SalesPhoenix American Financial Services Inc. announced the hiring of Tony Olivo as Vice President of Sales, with responsibility for implementing the company's sales strategy and expanding the client base for its fund administration and investor services offerings. Mr. Olivo brings fourteen years of industry experience, including over ten years with Phoenix American, and returns from PEF Services where he served as Director of Business Development since 2017. The company, a subsidiary of Phoenix American Incorporated headquartered in San Rafael, California, provides fund administration, accounting, and transfer agent services to alternative investment funds.PR NewswirePhoenix American Announces Updated Brand Image and Launch of New WebsitePhoenix American Financial Services announced the introduction of its new brand image and the launch of its updated company website at www.phxa.com, coinciding with the company's celebration of 48 years in business. The refresh is positioned as reflecting the company's heritage and timeless values in the alternative investment fund administration industry. The company, headquartered in San Rafael, California, provides back office outsourcing, fund administration, and managing agent services for asset-backed securitizations in the commercial aviation sector.PR NewswirePhoenix American Financial Services and PAFS Ireland, Ltd Announce Robust 2019 Business GrowthPhoenix American Financial Services and its subsidiary PAFS Ireland, Ltd announced robust business and operational growth for 2019 in the aircraft asset-backed securitization managing agent services industry. The company secured new managing agent contracts with five aviation leasing clients including Stratos Aircraft Management, Merx Aviation, BOC Aviation, Carlyle Aviation Partners, and Dubai Aerospace Enterprise, bringing its total serviced entities to over 1,400 aircraft and engines with a combined initial appraised value exceeding $35 billion. PAFS Ireland also grew its staff by 13% while obtaining a clean ISAE 3402 Type I audit opinion.PR NewswirePhoenix American Financial Services Announces New Client Partnership with LaSalle Investment ManagementPhoenix American Financial Services announced a new client partnership with LaSalle Investment Management to support LaSalle's 1031 exchange platform using Phoenix's STAR-XMS transfer agent system and investor services platform. LaSalle, a global real estate investment manager with approximately $68 billion in assets under management as of Q3 2019, is described by Phoenix as a flagship name in investment management. The partnership was confirmed by Andrew Constantin, Senior Vice President of Operations at Phoenix American.PR NewswirePhoenix American Financial Services Inc. Announces the Hiring of Matthew Podolsky as Sales DirectorPhoenix American Financial Services Inc. announced on May 21, 2019 the hiring of Matthew Podolsky as Director of Business Development. Podolsky brings over fifteen years of experience in sales and client relationship management in the alternative investment fund industry, having previously served at Provasi Capital Partners and Atlas Energy Group. The company stated this hire was made to support their fund services platform for the growing alternative investment market.