Phoenix Strategy Group
Fractional CFO firm based in the US. Industries: healthcare, SaaS, CPG and professional services. Fee on request.
Firm
Checked 21 Oct 2026 HQ US Fee On request
Facts
- Type
- Firm
- Roles
- CFO
- Industries
- SaaS, CPG, Professional services, Healthcare
- Revenue bands
- Not published
- Stage
- Preparing to exit
- Regions served
- US
- Pricing model
- Not published
- Fee from
- On request
- Minimum term
- Not published
- Founded
- Not published
- Team size
- Not published
- Head office
- US
- Company page
Proof
Ratings are quoted as the platform showed them on the day we read them, with a link. Review text is never copied.
ClutchNo public profile found
G2No public profile found
Named clients Brave Health, Trademarkia, General Assembly, Amino, Crowdbotics, Everyday Dose Source, read 21 Oct 2026
What the sources say
Fractional CFO (FP&A, forecasting, budgeting) for founder-led and middle-market companies, plus bookkeeping, M&A, HubSpot and data engineering. Has an Execute Your Exit track. Site says track record since 1998 (founding year not explicit). HQ address not stated. Pricing not published.
Written by Fractional Shortlist from public sources. Source read for this record: phoenixstrategy.group. A firm whose situation has changed updates it at the source and sends the links; the listing follows the record.