Phoenix Financial Services Revenue

Financial Services • Manhattan, New York, United States • 101-200 Employees

Phoenix Financial Services revenue & valuation

Annual revenue	$20,000,000
Revenue per employee	$149,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$64,000,000
Total funding	No funding

Key Contact at Phoenix Financial Services

Janice Witt

CEO

Mobile @phoenixinc.com

Company overview

Headquarters	100 Wall Street, 10th Floor, New York, New York 10005, US
Phone number	+16317805820
Website	phoenixinc.com
NAICS	52
SIC	621
Keywords	Investment Banking, Financial Advisory, Financial Services, Private Equity, Securities, Broker Dealer, Venture Capitalist
Employees	101-200
Socials

Phoenix Financial Services Email Formats

Phoenix Financial Services uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@phoenixinc.com), used 51.3% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@phoenixinc.com	51.3%
{first name}{last name}	johndoe@phoenixinc.com	41%
{last name}{last name}	doedoe@phoenixinc.com	7.7%

About Phoenix Financial Services

Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City. Phoenix Financial Services was formed to provide a high level of personalized service, which we feel has been lacking at the big “supermarket” financial firms. Our representatives are fully equipped to help you through the multitude of financial questions that you may come up with on a day to day basis. Our firm is designed to be able to provide you with all of your financial services needs including: financial advice, retirement planning, and financial product analyses. We also do not have potential conflicts of interest with our clients that many larger financial institutions can have due to market making, proprietary products, and proprietary trading. To maintain our exceptionally personalized service while still providing a high level of trading execution, Phoenix Financial Services has chosen to be a fully-disclosed broker dealer. This means that all customer funds and securities are safely held with our clearing agents RBC Correspondent Services and COR Clearing.

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Entry

Manager

Founder/Owner

Employees by Department

Phoenix Financial Services has 43 employees across 9 departments.

Departments

Number of employees

Funding Data

Phoenix Financial Services has never raised funding before.

Phoenix Financial Services Tech Stack

Discover the technologies and tools that power Phoenix Financial Services's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Envoy

Reverse proxies

Priority Hints

Performance

Frequently asked questions

Phoenix Financial Services is located in Manhattan, New York, US.

You can reach Phoenix Financial Services at +16317805820.

Phoenix Financial Services generates an estimated annual revenue of $20,000,000. This revenue figure reflects the company's market position and business performance in its industry.

Phoenix Financial Services has an estimated valuation of $64,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Phoenix Financial Services has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Phoenix Financial Services

Janice Witt

CEO

Mobile @phoenixinc.com

4.8

40,000 users