Company profile: Phoenix Systems
1.1 - Company Overview
Company description
- Provider of fintech software applications for the financial services industry, including fund trader solutions for funds and firms. Offerings include customer data layering across accounts, wrap account processing with rebalancing, and automatic transaction services, as well as services for investment funds and third-party transfer agents.
Products and services
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Key contacts
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Financial details
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1.2 - Competitors and similar companies to Phoenix Systems
Kalshi
HQ: United States
Website
- Description: Provider of a regulated event trading platform, similar to stock trading, enabling users to trade event contracts on outcomes across sectors such as technology, politics, and climate. Charges variable fees on immediately matched trades, with no fees for resting orders, membership, settlement, ACH deposits, or wire deposits (bank fees may apply).
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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- Acquisitions: ●●
View full Kalshi company profile →
Interactive Advisory Software
HQ: United States
Website
- Description: Provider of wealth management software-as-a-service solutions for financial advisors and wealth managers, offering Solution 360°, a unified platform that combines portfolio management, financial planning, customer relationship management, rebalancing, client access portals, and back office service.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Interactive Advisory Software company profile →
Bonds
HQ: United States
Website
- Description: Provider of a financial services platform focused on the corporate bond market, offering an institutional network for trading, connectivity, and data to facilitate the buying, selling, and analysis of corporate bonds.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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SaveUp
HQ: United States
Website
- Description: Provider of a free online rewards program that encourages saving and debt reduction by awarding credits for every dollar saved or debt reduced, used to play for prizes such as travel, cars, and a $2M jackpot, along with financial education and suggestions to improve users’ financial circumstances.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full SaveUp company profile →
PensionBee
HQ: United Kingdom
Website
- Description: Provider of a British online personal pension scheme that consolidates old pensions into one online plan. Offers flexible one-off or regular contributions, digital withdrawals processed in 7–10 working days, and plans managed by major money managers (Tailored, Tracker, Fossil Fuel Free, Shariah, Preserve, Pre‑Annuity, Impact), plus progress tracking and a UK-based BeeKeeper account manager.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full PensionBee company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Phoenix Systems
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Phoenix Systems
2.2 - Growth funds investing in similar companies to Phoenix Systems
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4 - Top valuation comps for Phoenix Systems
4.2 - Public trading comparable groups for Phoenix Systems
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