Phoenix American is a privately held financial services and technology company headquartered in Larkspur, California. It provides fund administration, transfer agent services, investor relations, and technology solutions for alternative investment funds.

Phoenix American

American Fiduciary Solutions offers trust company solutions for existing and prospective public and private trust companies.

American Fiduciary Solutions (AFS)

At-Bay offers property and casualty insurance services with a focus on cyber risk management and security solutions.

At-Bay

Avenir Financial offers financial services, including loans, savings, checking accounts, credit cards, and digital banking. It is self-described as a member-owned financial cooperative.

Metric
Company Name	Phoenix American	American Fiduciary Solutions (AFS)	At-Bay	Avenir Financial
Symbol
MSH ID	COM:PHXA	COM:AMERICANFIDUCIARYSOLUTIONS	COM:AT-BAY	ORG:AVENIRFINANCIAL
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Financial services and technology	Trust and Fiduciary Services	Insurance	Banking
Country		US	US	US
Stage
Employee Count			321
Website	phxa.com	americanfiduciarysolutions.com	at-bay.com	avenirfinancial.org
LinkedIn
Founders

Metric
Market Cap			1.80B
Enterprise Value
Monthly Web Traffic
Web Traffic Growth
Valuation
Raised Capital

Metric
Revenue
Revenue (LTM)
Revenue (NTM)
Gross Profit
EBITDA
Operating Income
Net Income
EPS
Diluted EPS
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score			47.38
28-Day Growth Score			53.16
90-Day Growth Score			50.11
365-Day Growth Score			47.39

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

PHXA

COM:PHXA

Phoenix American

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

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P/E Ratio
P/B Ratio
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio
EV Multiple

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Days Sales Outstanding
Days Payables Outstanding
Days Inventory Outstanding
Operating Cycle
Cash Conversion Cycle
Asset Turnover

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Operating Cash Flow
Free Cash Flow
Cash Flow to Debt
Operating Cash Flow/Sales
Free Cash Flow Yield

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Cash & Equivalents
Accounts Receivable
Inventory
Goodwill
Debt to Capitalization
Debt to Assets
Current Ratio
Quick Ratio

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue
R&D to Revenue
SG&A to Revenue