Company Information

Get to know Phoenix American Financial Services

Founded in 1972, Phoenix American Financial Services provides comprehensive back-office outsourcing, fund administration, and investor services for alternative investment fund managers. The company specializes in supporting funds such as Real Estate Investment Trusts (REITs), Business Development Companies (BDCs), private equity funds, and other direct-participation programs. Their services include fund accounting, transfer agent services, tax reporting, and advanced data analytics through their proprietary STAR-XMS investor management and accounting platform. Phoenix American aims to streamline operations and enhance the investor experience for its clients in the alternative investment industry.

Industry

Financial Other ServicePRIMARY
Financial Banking
Financial Insurance

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Phoenix American Financial Services

United States

Founded in

1972 (54 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

Security Information :

FSCA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.