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PHOENIX, formerly known as the Phoenix Capital family of companies, is the premier advisory firm for MSR & Whole Loan Trading, Mortgage Services and Analytics. After more than two decades of industry leadership, PHOENIX has successfully managed over a trillion in MSR transactions and provided analytic solutions to a majority of the top 20 banks and mortgage servicers. Diverse business lines offer high-touch trading advisory and valuations/analytics for mortgage servicing rights and whole loans, in addition to mortgage servicing oversight/QC and loan level due diligence. PHOENIX continues to be recognized as the industry leader for providing clients with optimal strategic solutions positioning them for long-term, comprehensive MSR success. Through knowledge-based analytics and operational expertise, our team achieves superior execution and actionable operating improvements for our clients.

PHOENIX Questions

The PHOENIX annual revenue was $41.9 million in 2026.

Brett Schaffer is the CEO and Founder of PHOENIX.

110 people are employed at PHOENIX.

PHOENIX is based in Denver, Colorado.

The NAICS codes for PHOENIX are [52, 52321, 5232, 5223, 523210, 522, 52231, 523].

The SIC codes for PHOENIX are [61, 616].

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