When was Phocas Financial founded?

Phocas Financial was founded in 2005.

Where is Phocas Financial located?

Phocas Financial is headquartered in Alameda, United States.

How many employees does Phocas Financial have?

As of Apr 30, 2026, the latest employee count at Phocas Financial is 10.

Is Phocas Financial a funded company?

Phocas Financial is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does Phocas Financial rank among its competitors?

Phocas Financial ranks 1322nd amongst 10859 active competitors, of which 302 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Goldman Sachs, which secured $1.18M in Apr, 2026.

Who are the top competitors of Phocas Financial?

Phocas Financial's top competitors include FIS, Fidelity Investments and S&P Global. Among them, Goldman Sachs secured the most recent funding round in April, 2026.

Phocas Financial - 2026 Company Profile & Competitors

Company Details

Phocas Financial Corp is an investment management company that offers separate accounts and mutual funds for institutional investors, investment advisors, and individual investors. They have managed REIT, Small Cap Value, and Equity Income investment strategies since 2005. The company is headquartered in Alameda, California.

Key Metrics

Founded Year

2005

Location

Alameda, United States

Stage

Unfunded

Ranked

1322^nd among 10859 active competitors

Employee Count

10 as on Apr 30, 2026

Similar Companies

FIS & 33299 more

View Phocas Financial's full profile

Phocas Financial has not raised any funding rounds yet.

Phocas Financial's employee count trend

Phocas Financial has 10 employees as of Apr 26. Here is Phocas Financial's employee count trend over the years:

Employee count trend for Phocas Financial

Uncover Phocas Financial's growth story! Sign up today!

Access Tracxn on any website

Our Google Chrome extension lets you view company details while browsing their websites

Install Tracxn Extension

Top competitors of Phocas Financial include FIS, Fidelity Investments and S&P Global. Here is the list of Top 10 competitors of Phocas Financial, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	FIS 1968, Jacksonville (United States), Acquired	Provider of software suite for banks and financial institutions	-	HP, Actua & 10 others	81/100
2nd	Fidelity Investments 1946, Boston (United States), Series F	Provider of brokerage accounts, retirement planning, wealth management, and trading platforms	$4.71B	World Capital Holdings Group, Burman Family ... & 5 others	80/100
3rd	S&P Global 1917, New York City (United States), Public	Provider of essential intelligence and market analysis for global finance	-	Constellation Ventures, Temasek & 3 others	79/100
4th	Goldman Sachs 1869, New York City (United States), Public	Provider of financial services including investment management and wealth management	-	Berkshire Hathaway, Bondeinvest.com & 1 others	77/100
5th	Investec 1974, London (United Kingdom), Acquired	Specialist bank and wealth manager serving private and institutional clients	-	RBS International, Randvest Capital & 1 others	77/100
6th	Morgan Stanley 1935, New York City (United States), Public	Provider of wealth management, investment banking, sales, trading, and research services	-	IFC Asset Management Company, Bain Capital Private Equity ... & 1 others	74/100
7th	India Infoline 1995, Mumbai (India), Public	Traditional Broker for trading in stocks, mutual fund, and commodities	-	Fairbridge Capital, Fairfax India Holdings ... & 2 others	74/100
8th	Vanguard 1976, Malvern (United States), Series B	Diversified investment management firm	$31.7M	Raymond James, World Capital Holdings Group ... & 3 others	74/100
9th	Blackstone 1985, New York City (United States), Public	Diversified investment management firm	-	Barclays, Stroud Companies & 1 others	71/100
10th	Owkin 2016, Paris (France), Series B	Developer of agentic AI platform for biomedical research and drug development	$354M	AIC, Google Ventures & 20 others	71/100
1322nd	Phocas Financial 2005, Alameda (United States), Unfunded	Offers separate accounts and mutual funds for institutional investors, investment advisors, and individual investors	-	-	37/100