Phocas Financial - Crunchbase Company Profile & Funding

Overview

Phocas Financial

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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+2 more milestones

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About Phocas Financial

CB Rank

499371

Phocas Financial is an investment management company that offers wealth management, equity income, and asset strategy services.

Founded

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Private

Alameda, California, United States

11-50

phocasfinancial.com/

Asset Management

Financial Services

Wealth Management

Key People

Yolanda Foreman: CEO
Past Role: Morningside Asset Management, Founder, CEO

Details

Legal Name

Phocas Financial Corp

Operating Status

Active

Company Type

For Profit

Phone Number

+1 510-523-5800

Contact Email

info@phocasfinancial.com

Predictions & Insights

Growth Insight

See this Growth Insight

Phocas Financial is

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to be growing

Top Contributing Factors

Recently Raised Funding

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Key Employee Changes

Products & Services

Small Cap Value Strategy

An investment strategy focusing on U.S. small cap stocks with market caps between $200 million and $4 billion, targeting undervalued securities with improving fundamentals.

REITs Strategy

An investment strategy focused on U.S. equity Real Estate Investment Trusts (REITs), combining real estate and equity analysis to select diversified REIT holdings.