About Phoenix American Financial Services
Phoenix American Financial Services is a Financial Services company based in San Rafael (United States) founded in 1972, and was acquired by Vistra in August 2024. Financial services are provided to clients across the United States. The company has 98 employees. Its Indian entity Phoenix American Salesfocus Solutions India Private Limited reported revenue of ₹13.28 Cr. Phoenix American Financial Services offers products and services including Accounting Services, Corporate Administration, and Cash Management. Its focus areas include Services for Investment Industry, Consultancy Services and Diversified.
Company details
Phoenix American Financial Services offers Accounting Services, Corporate Administration, Cash Management while focusing on offering financial products and advice, services for investment industry, consultancy services, and diversified. Provider of financial services. Delivering reliable solutions, it emphasizes quality, efficiency, and meeting diverse client needs.
Associated legal entities of Phoenix American Financial Services
Phoenix American Financial Services operates through Phoenix American Salesfocus Solutions India Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Phoenix American Salesfocus Solutions India Private Limited CIN U72300TG2011FTC072451 | Active | 01 Feb 2011 | Hyderabad, Telangana | ₹13.3 Cr | 97 | 2 | View details |
Products & Services of Phoenix American Financial Services
Phoenix American Financial Services offers a comprehensive portfolio of products and services, including Accounting Services, Corporate Administration, and Cash Management.
Handles accounting and reporting for aviation leasing clients.
Provides company registration and compliance for aviation funds.
Manages cash flows and transactions for aviation industry operations.
Investors in Phoenix American Financial Services
Phoenix American Financial Services has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Vistra.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management, financial advisory, and fiduciary services are provided. | 2006 | vistra.com | Hong Kong, China |
Investor details for Phoenix American Financial Services
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Board of directors of Phoenix American Salesfocus Solutions India Private Limited (Phoenix American Financial Services)
Phoenix American Salesfocus Solutions India Private Limited is the primary company behind Phoenix American Financial Services. The board of Phoenix American Salesfocus Solutions India Private Limited currently have 2 directors; the longest-serving is Anil Kumar Rao Peggerla, appointed in 2011. 1 earlier director has ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Anil Kumar Rao Peggerla DIN 03359877 | Director | 01 Feb 2011 | 15 yrs 9 mo | Phoenix American Salesfocus Solutions India Private Limited |
| Thomas Michael Oprendek DIN 03532504 | Director | 24 May 2011 | 15 yrs 5 mo | Phoenix American Salesfocus Solutions India Private Limited |
People of Phoenix American Financial Services
23 people are tracked at Phoenix American Financial Services (11 in leadership, 12 in team); the tracked headcount is 98.
| Name | Role | Group |
|---|---|---|
Narayanan Seshadri | Director, Quality Assurance | Leadership |
John McInerney | Managing Director | Leadership |
Christa Bettencourt | Senior Vice President, Director Of Corporate Development | Leadership |
Samuel Petrecky | Sr. Vice President, Fund Accounting | Leadership |
Joseph Horgan | Senior Vice President, Aviation ABS | Leadership |
Mac Wachtler | VP Sales | Leadership |
Zane Doyle | Chief Strategy Officer, Business Development | Leadership |
Andrew Constantin | Chief Operating Officer | Leadership |
Matt Podolsky | Vice President, Sales | Leadership |
Andrew N. Gregson | Chief Financial Officer | Leadership |
Robert Carfagnini | Senior Director Of Operations | Leadership |
Ashish Vardhineni | Senior Automation Engineer | Team |
Tara Howard | Corporate Staff Accountant | Team |
James Ohland | Senior Accountant | Team |
Courtney Chester | Fund Accountant | Team |
Seamus Whitley | Finance Manager | Team |
Heather Kennedy | Accounting Team Lead | Team |
Jennifer L. | Sr Accouts Payable & Cash Adminstrator | Team |
Kai Miller | Sr Staff Accountant | Team |
Ciara Ryan | Accounting Team Lead | Team |
3 more people are available in the full profile.
Complete people profiles for Phoenix American Financial Services
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Financials of Phoenix American Financial Services
Figures of Phoenix American Salesfocus Solutions India Private Limited, the primary company behind Phoenix American Financial Services, for FY 2025. Revenue was ₹13.28 Cr (+11% year on year). Net profit was ₹1.46 Cr (11% margin). EBITDA was ₹2.20 Cr (17% margin). Revenue has grown at a compounded annual rate of +6% over three years and +8% over five years.
- ₹13.28 CrRevenue · FY 2025 · +11% YoY
- ₹1.46 CrNet profit · 11% margin
- ₹2.20 CrEBITDA · 17% margin
- ₹20.7 LakhPaid-up capital
- 97Employees (provident fund records)
- +6%Revenue CAGR, 3 years
- +8%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Phoenix American Salesfocus Solutions India Private Limited are on its company page.
Detailed financial statements for Phoenix American Financial Services
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Timeline of Phoenix American Financial Services
2 dated milestones of Phoenix American Financial Services across 52 years, from founding to its latest funding, stage changes and deals.
- Founded Phoenix American Financial Services is founded.
- Exit Acquired by Vistra.
Web traffic of Phoenix American Financial Services
The website of Phoenix American Financial Services (phxa.com) receives about 3.1K visits a month.
- Monthly visits3.1K
▲ 82.8% vs previous month
Websites whose visitors overlap most with Phoenix American Financial Services. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| pictet.com | 100% | 243.9K | #161,642 | View details |
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Phoenix American Financial Services (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Phoenix American Financial Services
Complete news archive for Phoenix American Financial Services
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Frequently Asked Questions about Phoenix American Financial Services
Phoenix American Financial Services was founded in 1972.
Phoenix American Financial Services is headquartered in San Rafael, United States. It is registered at San Rafael, California, United States.
Phoenix American Financial Services has 98 employees.
The primary company behind Phoenix American Financial Services, Phoenix American Salesfocus Solutions India Private Limited, reported revenue of ₹13.28 Cr for FY 2025, up 11% year on year.
Phoenix American Financial Services offers Accounting Services, Corporate Administration, Cash Management while focusing on offering financial products and advice, services for investment industry, consultancy services, and diversified. Provider of financial services. Delivering reliable solutions, it emphasizes quality, efficiency, and meeting diverse client needs.
Phoenix American Financial Services offers Accounting Services, Corporate Administration, and Cash Management.
Phoenix American Financial Services has 1 investor. Key investors include Vistra.
Phoenix American Financial Services operates through Phoenix American Salesfocus Solutions India Private Limited.
Yes. Phoenix American Financial Services was acquired by Vistra in August 2024.
The legal entities of Phoenix American Financial Services currently have 2 directors, including Thomas Michael Oprendek, Anil Kumar Rao Peggerla.