Key facts
- Notable investors include Broadstreet Global.
- Status: Privately Held (backing).
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Phoenix Financial Services
- ·The full record, as it builds
Funding rounds
No funding rounds for Phoenix Financial Services are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Phoenix Financial Services
Operator of a financial services company intended to serve high-net-worth individuals, family offices and small-to-mid-size institutions. The company offers comprehensive services that include financial advisory, investment banking, wealth management, financial product analysis and retirement planning.
- Sector
- Financial Services
- HQ
- New York, NY, United States
- Employees
- 135
- Website
- phoenixinc.com/
- Ownership
- Privately Held (backing)
Phoenix Financial Services doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Phoenix Financial Services shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Phoenix Financial Services in its N-PORT filings yet. We sweep new filings monthly.