About Phoenix American SalesFocus Solutions
Phoenix American SalesFocus Solutions is a Technology company based in San Rafael (United States) founded in 2011. It provides data cleaning, sales reporting, and analytics for financial operations. It operates on a B2B and SaaS model in Technology and Financial Services sectors. The company has 97 employees. Its Indian entity Phoenix American Salesfocus Solutions India Private Limited reported revenue of ₹13.28 Cr. Phoenix American SalesFocus Solutions offers products and services including MARS, Optimal Data, MARS for Salesforce, Advisor Track CRM, and 22c-2 Plus. Its focus areas include FinTech, Investment Tech, Financial Databases and Private Company Data. Its competitors include Continuity, Compliance.ai and Droit; 3 of its 3 listed competitors have raised funding.
Company details
SFS delivers data management, cleaning, and analytics platforms to support asset management firms. They offer tools like MARS for sales reporting and CRM integrations to optimize operations and compliance. Based in Larkspur, California, SFS serves financial institutions with data from over 740,000 advisors, enhancing sales strategies and regulatory adherence while revealing trends and opportunities.
- Headquarters San Rafael, United States
- Employees 97
- SectorsTechnologyFinancial Services
- Email••••••••
- Website sfsmars.com
- Social X Facebook
- Legal Name Phoenix American Salesfocus Solutions India Private Limited
- Date of Incorporation 01 Feb, 2011
- Jurisdiction Hyderabad, Telangana, India
- Indian entity revenue₹13.28 Cr
FY 2025 · +11% YoY
- Indian entity net profit₹1.46 Cr
FY 2025 · 11% margin
- Indian entity EBITDA₹2.20 Cr
FY 2025 · 17% margin
- Employee Count97
Associated legal entities of Phoenix American SalesFocus Solutions
Phoenix American SalesFocus Solutions 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 SalesFocus Solutions
Phoenix American SalesFocus Solutions offers a comprehensive portfolio of products and services, including MARS, Optimal Data, MARS for Salesforce, Advisor Track CRM, and 22c-2 Plus.
Platform for analyzing sales and asset data trends.
Service for daily data reconciliation and enhancement.
Integration tool for sales analytics in CRM systems.
CRM for optimizing sales strategies in asset management.
Tool for managing SEC compliance and notifications.
Board of directors of Phoenix American Salesfocus Solutions India Private Limited (Phoenix American SalesFocus Solutions)
Phoenix American Salesfocus Solutions India Private Limited is the primary company behind Phoenix American SalesFocus Solutions. 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 SalesFocus Solutions
8 people are tracked at Phoenix American SalesFocus Solutions (7 in leadership, 1 in team); the tracked headcount is 97.
| Name | Role | Group |
|---|---|---|
Nicole Callies | Head of Business Development | Leadership |
Tom Oprendek | COO | Leadership |
Gus Constantin | CEO | Leadership |
| VP & CTO | Leadership | |
Dave Halligan | Director of Sales & Account | Leadership |
Jill Santandreu | Director of Professional Services | Leadership |
Jaya Godavarthy | Director of Client & Technical Services | Leadership |
Miriam Sanchez | Training Instructor & Educator | Team |
Complete people profiles for Phoenix American SalesFocus Solutions
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Financials of Phoenix American SalesFocus Solutions
Figures of Phoenix American Salesfocus Solutions India Private Limited, the primary company behind Phoenix American SalesFocus Solutions, 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 SalesFocus Solutions
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Competitors of Phoenix American SalesFocus Solutions
Phoenix American SalesFocus Solutions has 3 listed competitors in our database, 3 of them funded. They include Continuity, Compliance.ai and Droit.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| continuity.net | 2008 | New Haven, United States | $23.69M | 26 | AI-based platform for automating risk and compliance in finance. | |
| compliance.ai | 2016 | San Francisco, United States | $13M | Regulatory change management and regulatory intelligence solutions platform | ||
| droit.tech | 2012 | New York, United States | $39M | Compliance solutions for financial derivatives markets are provided by Droit. |
Detailed competitors of Phoenix American SalesFocus Solutions
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Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Phoenix American SalesFocus Solutions (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Frequently Asked Questions about Phoenix American SalesFocus Solutions
Phoenix American SalesFocus Solutions was founded in 2011.
Phoenix American SalesFocus Solutions is headquartered in San Rafael, United States. It is registered at San Rafael, California, United States.
Phoenix American SalesFocus Solutions has 97 employees.
The primary company behind Phoenix American SalesFocus Solutions, Phoenix American Salesfocus Solutions India Private Limited, reported revenue of ₹13.28 Cr for FY 2025, up 11% year on year.
SFS delivers data management, cleaning, and analytics platforms to support asset management firms. They offer tools like MARS for sales reporting and CRM integrations to optimize operations and compliance. Based in Larkspur, California, SFS serves financial institutions with data from over 740,000 advisors, enhancing sales strategies and regulatory adherence while revealing trends and opportunities.
Phoenix American SalesFocus Solutions's top competitors include Droit, Continuity and Compliance.ai.
Phoenix American SalesFocus Solutions offers MARS, Optimal Data, MARS for Salesforce, Advisor Track CRM, and 22c-2 Plus.
Phoenix American SalesFocus Solutions operates through Phoenix American Salesfocus Solutions India Private Limited.
The legal entities of Phoenix American SalesFocus Solutions currently have 2 directors, including Thomas Michael Oprendek, Anil Kumar Rao Peggerla.