Phoenix American
Phoenix American is a privately held financial services firm founded in 1982 and based in San Rafael, California, providing accounting, cash management, and administration services to financial services clients with a staff of 51-100.
- Company typePrivate
- Founded1982
- HeadquartersSan Rafael, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Phoenix American does
Phoenix American is a privately held, for-profit financial services firm headquartered in San Rafael, California, founded in 1982. According to the firmographics provided, the company offers accounting, cash management, and administration services — a back-office services stack that maps to the fund administration and corporate accounting segments of the financial services industry. The firm operates with 51-100 employees, placing it in the small-to-mid-market services tier.
The business model implied by the service mix is fee-based outsourcing: clients (likely asset managers, fund sponsors, and corporate entities) contract Phoenix American to handle operational and financial back-office functions rather than building those capabilities in-house. The input data does not disclose pricing structure, contract terms, customer segments, customer logos, geographic footprint beyond the San Rafael headquarters, proprietary technology, or any management team information, so the mechanics of revenue generation, client acquisition, and service delivery cannot be characterized with specificity.
No funding history, M&A activity, product launches, partnerships, or leadership changes were disclosed. Similarly, no technology stack, certifications, regulatory actions, or AI/ML capabilities were documented. The publicly accessible web content for the firm's website (pafsi.com) returned a verification/loading page with no substantive information, leaving the firmographic snapshot as the sole source of grounded company data. The analytical picture is therefore one of an established, long-running niche services firm whose commercial scale, customer base, and strategic trajectory cannot be empirically assessed from the available input.
Phoenix American firmographics
Firmographics- Name
- Phoenix American
- Website
- https://pafsi.com
- Company type
- Private
- Founded year
- 1982
- Headcount range
- 51–100 employees
- Short description
- Phoenix American is a privately held financial services firm founded in 1982 and based in San Rafael, California, providing accounting, cash management, and administration services to financial services clients with a staff of 51-100.
- Ownership category
- akta.pro rank
Phoenix American industry classification
Industry- Product category
- Fund Administration Services
- NAICS
- Funds, Trusts, and Other Financial Vehicles (525), Financial Transactions Processing, Reserve, and Clearinghouse Activities (522320)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Sub-Accounting & Platform Servicing (Omnibus, Intermediary/NSCC, Retirement Platforms) (FSAAAMAI)
- akta.pro secondary industry
- Distribution Support & Dealer Services (Commissions/Trails, Agreements, Data Feeds) (FSAAAMAJ)
Keywords
Where Phoenix American is headquartered
LocationHeadquarters
- HQ city
- San Rafael
- HQ country
- United States
- HQ region
- North America
Markets served
Phoenix American business model
Business model- GTM type
- B2B
- Offering type
- Services
Phoenix American product offering
Product offeringCore offering
Phoenix American provides financial services focused on accounting, cash management, and administration services for clients in the financial sector. The firm operates as a back-office service provider supporting fund and financial operations through specialized administrative functions.
Differentiator
Problem solved
Functional benefit
Products and services
- Accounting Services
Phoenix American technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Phoenix American competitors and assessment
Company assessmentBroad incumbents
- TMF Group: Global provider of administrative, fund, and corporate services. Overlaps with Phoenix American in fund administration but operates across a much broader corporate services portfolio.
- Genpact: Large business process outsourcing firm with a dedicated financial services practice covering fund accounting, reporting, and middle/back-office operations. Competes for similar outsourced financial admin mandates.
- Maples Group: International fund administration and fiduciary services provider, particularly active in Cayman and Irish fund structures. Comparable in core fund admin services with broader legal/fiduciary capabilities.
- MUFG Investor Services: Global fund administration arm of Mitsubishi UFJ Financial Group. Overlaps with Phoenix American in fund accounting, transfer agency, and custody-adjacent services at much larger scale.
Direct peers
- Citco: Specialist in fund administration and investor services for alternative investment funds. Directly comparable in target market (alternatives) and core service offering (fund accounting, transfer agency, cash management).
- Apex Group: Global financial services provider offering fund administration, custody, and transfer agency. Closely comparable service portfolio to Phoenix American and a frequent acquirer of mid-sized fund administrators.
- Opus Fund Services: Specialist fund administrator for alternative investment funds, offering fund accounting, transfer agency, and AML services. Closely comparable in scale and service mix to Phoenix American.
- Intertrust Group: Provider of fund administration, corporate, and capital market services. Comparable in fund accounting and administration services, often serving similar alternative fund and corporate clients.
- SS&C Technologies: Large-scale fund administration and transfer agency provider serving hedge funds, private equity, and mutual funds. Directly comparable to Phoenix American in core fund accounting and TA services, but with global scale and proprietary technology.
- Circle Partners (Resolute Group Services): Independent fund administration and corporate services firm serving alternatives and traditional funds. Comparable mid-sized competitor with overlapping fund accounting, TA, and investor services.
Market position
Strengths4 records
Weaknesses3 records
Competitive moat3 records
Key risks4 records
Key highlights4 records
Customer concentration
Phoenix American social profiles
Digital presencePhoenix American financial estimates
Financial estimateRevenue estimate
Valuation estimate
Phoenix American leadership team
Management profileNumber of profiles
Phoenix American funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Phoenix American M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Phoenix American
What does Phoenix American do?
Phoenix American provides financial services focused on accounting, cash management, and administration services for clients in the financial sector. The firm operates as a back-office service provider supporting fund and financial operations through specialized administrative functions.
When was Phoenix American founded?
Phoenix American was founded in 1982. It employs 51 to 100 people.
Where is Phoenix American based?
Phoenix American is headquartered in San Rafael, United States, in the North America region.
Who are Phoenix American's main competitors?
Broad incumbents on record are TMF Group, Genpact, Maples Group and MUFG Investor Services. Direct peers are Citco, Apex Group, Opus Fund Services, Intertrust Group, SS&C Technologies and Circle Partners (Resolute Group Services).
Does Phoenix American have an API?
No public API is recorded for Phoenix American.
What industry is Phoenix American in?
Phoenix American's product category is Fund Administration Services. Its primary akta.pro industry code is FSAAAMAI, Sub-Accounting & Platform Servicing (Omnibus, Intermediary/NSCC, Retirement Platforms), with a secondary code of FSAAAMAJ, Distribution Support & Dealer Services (Commissions/Trails, Agreements, Data Feeds). Its NAICS code is 525 and its SIC code is 6199.