Real research, not rumours
Company profiles built from primary data — financials, sector, stage, and the story so far. The kind of page a public company gets for free, for companies that don't have one.
Pre-IPO investing · iOS & Android
The companies everyone will be talking about at the IPO are private today. Phoenix puts their numbers, their news, and your position in them on your phone — years before a ticker symbol exists. Institutional-grade intelligence and access, on the device you already carry.
Free to download · iOS 15+ and Android 8+ · Accounts are for accredited investors
Phoenix clients hold positions in more than 60 pre-IPO companies. These are some of them — tap any one to read its profile.
A sample of existing client holdings, not a complete list. Naming a company here is not a recommendation, an offer to sell, or a statement that it is currently available. Company names and logos are the property of their respective owners.
Experience matters
Phoenix Financial has been arranging private-market transactions for years before the app existed. The app is that desk, in your pocket.
Company profiles built from primary data — financials, sector, stage, and the story so far. The kind of page a public company gets for free, for companies that don't have one.
Wake up to briefings on the companies and sectors you follow, drawn from the day's news and summarised so you can read them before the coffee lands.
Holdings, values, and activity in one place. Open the app and know exactly where you stand — no statements to dig out, no spreadsheet to reconcile.
Push alerts when something moves on a company you're watching. Private markets are quiet until they aren't; you'll hear it first.
Free on the App Store and Google Play. Nothing to pay to look around.
Confirm your accredited investor status once. It takes minutes, and it's required by law.
Pick the companies you care about. We'll keep you current on all of them.
Phoenix Financial is a mobile app for accredited investors that provides research on pre-IPO companies, daily market intelligence, and tracking for a Phoenix Financial account. It is available on iOS and Android.
The app is free to download from the App Store and Google Play. There is no charge to browse company research.
Accounts are available to accredited investors. Accreditation status is verified once during signup, as required by SEC rules for private-company investments.
The Phoenix Investor Portal is not going anywhere — it remains the full desktop workspace for expert insights, real-time analysis, and curated opportunities. The app puts the parts you reach for daily in your pocket: company research, overnight intelligence, and your positions. Same firm, same account, same clearing.
The app requires iOS 15.0 or later on iPhone, or Android 8.0 or later.
Phoenix clients hold positions in more than 60 pre-IPO companies, including SpaceX, OpenAI, Anthropic, xAI, Anduril, Stripe and Figure AI. Coverage reflects existing client holdings and is not an offer to sell or a recommendation.
Accounts are cleared through Axos Clearing LLC, CRD 117176 — a separate, unaffiliated firm, member FINRA and SIPC, which holds your securities and cash. Phoenix Financial's firm CRD number is 144403.
Email Phoenix App Support at hello@phoenixinc.app. The support section above opens a pre-addressed message carrying a unique reference number.
Every legal document is published on the legal documents page and can be read in the browser or downloaded as a PDF.
Phoenix App Support reads every message. Tell us what happened and we'll get back to you.