When was Phocus Financial founded?

Phocus Financial was founded in 2010.

Where is Phocus Financial located?

Phocus Financial is headquartered in Phoenix, United States.

How many employees does Phocus Financial have?

As of Apr 30, 2026, the latest employee count at Phocus Financial is 8.

Is Phocus Financial a funded company?

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

Where does Phocus Financial rank among its competitors?

Phocus Financial ranks 1236th amongst 3111 active competitors, of which 37 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Wolters Kluwer, which secured an undisclosed amount in Apr, 2023.

Who are the top competitors of Phocus Financial?

Phocus Financial's top competitors include Wolters Kluwer, MassMutual and American Family Insurance. Among them, Wolters Kluwer secured the most recent funding round in April, 2023.

Phocus Financial - 2026 Company Profile & Competitors

Phocus Financial's employee count trend

Phocus Financial has 8 employees as of Apr 26. Here is Phocus Financial's employee count trend over the years:

Employee count trend for Phocus Financial

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Top competitors of Phocus Financial include Wolters Kluwer, MassMutual and American Family Insurance. Here is the list of Top 10 competitors of Phocus Financial, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Wolters Kluwer 1836, Alphen Aan Den Rijn (Netherlands), Public	Provider of software, information, and service solutions for professional industries	-	Aimforthemoon, Capricorn Partners	75/100
2nd	MassMutual 1851, Springfield (United States), Funding Raised	Mutual life insurance company	-	GIC, Darby Overseas Investments & 1 others	72/100
3rd	American Family Insurance 1927, Madison (United States), Funding Raised	Personal & business insurance provider	-	-	67/100
4th	Point Digital Finance 2015, Palo Alto (United States), Series C	Online home equity loans platform	$246M	Andreessen Horowitz, Financial Solutions Lab ... & 21 others	65/100
5th	Kroll 1932, New York City (United States), Acquired	Provider of financial and risk advisory solutions	-	Further Global Capital Management, Permira	62/100
6th	Empower 1891, Greenwood Village (United States), Unfunded	Financial planning and advisory solution for individuals	-	Level Capital Partners	61/100
7th	Lehman Brothers 1850, New York City (United States), Deadpooled	Global financial advisory firm	-	Disruption Venture Partners, Erste Group & 2 others	56/100
8th	Hilltop Holdings 1998, Dallas (United States), Public	Limited information available	-	Oak Hill, Flexpoint Ford	55/100
9th	Signal Advisors 2018, Detroit (United States), Series A	Provider of financial advisory and insurance services	$16M	Annox Capital, General Catalyst & 8 others	55/100
10th	First Command 1958, Fort Worth (United States), Unfunded	Provider of financial planning and advisory services for military personnel	-	-	55/100
1236th	Phocus Financial 2010, Phoenix (United States), Unfunded	Provider of financial advisory services	-	-	19/100