Phoenix American SalesFocus Solutions

San Rafael, United States Founded: 2011 • Age: 15 yrs
Provides data cleaning, sales reporting, and analytics for financial operations.

About Phoenix American SalesFocus Solutions

Phoenix American SalesFocus Solutions is a company based in San Rafael (United States) founded in 2011. It operates as a B2B, and SaaS. The company has 97 employees as of March 31, 2021. Phoenix American SalesFocus Solutions offers products and services including MARS, Optimal Data, MARS for Salesforce, Advisor Track CRM, and 22c-2 Plus. Phoenix American SalesFocus Solutions operates in a competitive market with competitors including Thomson Reuters, Corlytics, Continuity, Compliance.ai and SteelEye, among others.

  • Headquarter San Rafael, United States
  • Employees 97 as on 31 Mar, 2021
  • Sectors
    Technology
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Phoenix American Salesfocus Solutions India Private Limited
  • Date of Incorporation 01 Feb, 2011
  • Jurisdiction Hyderabad, Telangana, India
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Financial Services → FinTech & Digital Finance
Key Metrics
  • Annual Revenue
    $1.43 M (USD)
    16.35
    as on Mar 31, 2021
  • Net Profit
    $43.92 K (USD)
    50.72
    as on Mar 31, 2021
  • EBITDA
    $156.35 K (USD)
    18.52
    as on Mar 31, 2021
  • Latest Funding Round
  • Investors
  • Employee Count
    97

    as on Mar 31, 2021

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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

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.

People of Phoenix American SalesFocus Solutions
Headcount 50-200
Employee Profiles 8
Employee Profiles
People
Nicole Callies
Head of Business Development
People
Tom Oprendek
COO
People
Gus Constantin
CEO
People
Anil Peggerla
VP & CTO

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Funding Insights of Phoenix American SalesFocus Solutions

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Phoenix American SalesFocus Solutions

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Phoenix American SalesFocus Solutions

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Phoenix American Salesfocus Solutions Comparisons

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Competitors of Phoenix American SalesFocus Solutions

Phoenix American SalesFocus Solutions operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Thomson Reuters, Corlytics, Continuity, Compliance.ai and SteelEye, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
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Cloud-based legal management and data services are provided for businesses.
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Regulatory risk analytics and benchmarks are provided for financial firms.
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AI-based platform for automating risk and compliance in finance.
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Regulatory change management and regulatory intelligence solutions platform
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Cloud-based regulatory intelligence is delivered for financial institutions.
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Compliance solutions for financial derivatives markets are provided by Droit.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Phoenix American Salesfocus Solutions

Frequently Asked Questions about Phoenix American SalesFocus Solutions

When was Phoenix American SalesFocus Solutions founded?

Phoenix American SalesFocus Solutions was founded in 2011.

Where is Phoenix American SalesFocus Solutions located?

Phoenix American SalesFocus Solutions is headquartered in San Rafael, United States. It is registered at San Rafael, California, United States.

How many employees does Phoenix American SalesFocus Solutions have?

As of Mar 31, 2021, the latest employee count at Phoenix American SalesFocus Solutions is 97.

What is the annual revenue of Phoenix American SalesFocus Solutions?

Annual revenue of Phoenix American SalesFocus Solutions is $1.43M as on Mar 31, 2021.

What does Phoenix American SalesFocus Solutions do?

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.

Who are the top competitors of Phoenix American SalesFocus Solutions?

Phoenix American SalesFocus Solutions's top competitors include Thomson Reuters, Cube Global and Corlytics.

What products or services does Phoenix American SalesFocus Solutions offer?

Phoenix American SalesFocus Solutions offers MARS, Optimal Data, MARS for Salesforce, Advisor Track CRM, and 22c-2 Plus.

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