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Phoenix American Financial Services gains Valeo Groupe as new client
13 August 2020 San Rafael
Reporter: Maddie Saghir

Phoenix will support Valeo with its investor services platform featuring the STAR-XMS shareholder management/transfer agent system as well as integrated fund accounting services

Phoenix American investigates venture capital in light of COVID-19 challenges
21 July 2020 California
Reporter: Rebecca Delaney

The venture capital industry should concentrate on their existing portfolio companies to successfully navigate business during the ongoing COVID-19 pandemic, according to a new report by Phoenix American

Tony Olivo rejoins Phoenix American
30 April 2020 San Rafael
Reporter: Maddie Saghir

Tony Olivo has returned to Phoenix American from PEF Services LLC

Phoenix American partners with AD Securities America
24 April 2020 San Rafael
Reporter: Maddie Saghir

The new partnership will see Phoenix American support the back-office operational needs of AD Securities’ asset management business

Phoenix American enters new partnership with real estate firm
03 February 2020 San Rafael
Reporter: Maddie Saghir

The partnership will see Phoenix support OneWall with its new fund accounting services platform

Phoenix American to provide Forum Partners fund admin
22 January 2020 San Rafael
Reporter: Maddie Saghir

“We look forward to working with Phoenix American Financial Services as we launch Forum Global Investments,” says Forum Partners CEO

RealBlocks to use Phoenix American transfer agent and fund accounting solutions
20 November 2019 California
Reporter: Becky Bellamy

Phoenix American Financial Services has partnered with RealBlocks to support its transfer agent system and investor services platform as well as its fund accounting and reporting services

Phoenix signs agreement with TriLinc
02 August 2018 Los Angeles
Reporter: Jenna Lomax

Phoenix American Financial Services has signed an agreement with TriLinc Global Advisors

Phoenix American Financial Services hires new vice president
11 May 2018 California
Reporter: Maddie Saghir

Phoenix American Financial Services has hired Samuel Petrecky as vice president of fund accounting