The 12 closest competitors and alternatives to Phoenix Pi Holdings, LLC among financial services companies — ranked by similarity to what Phoenix Pi Holdings, LLC actually does, not by market-cap band.
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Phoenix Pi Holdings, LLC, operating as Phoenix Merchant Partners, provides tailored financing and investment solutions for middle-market businesses in the United States. The firm acts as a solutions-first lender and investor, aiming to help companies overcome financing challenges while creating value for its investors across various resilient industries.
Phoenix Pi Holdings, LLC is a financial services company headquartered in United States. Its most recent funding round closed in May 2025. Xcout tracks 23 named people at Phoenix Pi Holdings, LLC, including Rafael Colorado (President & General Counsel).
17 more named people on record for Phoenix Pi Holdings, LLC, with roles, board committees and tenure — see the full roster →
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | Undisclosed | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Ranked by semantic similarity — how close each company is to Phoenix Pi Holdings, LLC by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
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Feenix Ventures is a private credit platform that provides asset-backed lending, structured credit, and acquisition growth financing for middle-market companies across various industries. Additionally, the firm offers payments administration, risk monitoring, and loan servicing solutions through its affiliates.
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Plutus Partners is an advisory firm and mezzanine fund that provides capital solutions and M&A advisory services to profitable small to mid-market companies in the Southeastern United States. The firm assists businesses with acquisition financing, growth initiatives, recapitalizations, and strategic planning to generate sustainable growth and risk-adjusted returns for investors.
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Mizzen Capital primarily invests debt into United States-based lower middle market companies. The firm provides financing solutions such as small business loans to support these commercial enterprises.
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P2Bi Holdings LLC provides asset-backed lines of credit and growth capital ranging from $500,000 to over $10 million to growing businesses. The company serves small to mid-sized businesses seeking scalable financing solutions and partners with banks to offer shared participation financing programs.
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Phoenix Financial Holdings Inc. is an Israel-based financial services company that provides insurance, asset management, wealth management, retirement, brokerage, and financing services to millions of clients. The company manages over $200 billion in assets and operates a multi-line insurance business alongside capital-efficient asset management and credit solutions.
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Roselawn Capital LLC is a merchant bank that provides middle-market advisory services, including mergers and acquisitions, capital raising, restructurings, and private equity investments. It serves founders, entrepreneurs, and management teams seeking strategic financial solutions across diverse industries.
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Mountain Ridge Group LLC operates as an asset-based lender providing customized revolver loans, term loans, and other financial solutions to lower mid-market businesses. The company offers liquidity and flexible financing for various purposes across multiple industries, accommodating both unstressed and stressed situations.
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Parkway Capital provides flexible junior capital solutions, including mezzanine debt and minority equity investments ranging from $4 million to $15 million, to lower-middle market companies across the United States. The firm partners with management teams, equity sponsors, family offices, and owner-operators to support growth, balance sheet recapitalizations, and ownership transfers.
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Pinnacle Private Ventures is a boutique private investment firm that creates private investment vehicles across multiple asset classes for accredited and qualified investors. The firm focuses on the Heartland region, utilizing strategic partnerships and collaborative relationships to deliver long-term value and enhanced returns.
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Republic Square is an alternative investment manager that provides private credit, private equity, and structured capital solutions to lower and middle-market companies. The firm serves businesses seeking growth, acquisitions, or recapitalizations across industries such as technology, healthcare, business services, and energy.
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Paramount Financial Technologies, Inc. provides commercial equipment leasing, working capital, and business loan solutions to small and medium-sized businesses across various industries. The company also offers a vendor finance program enabling merchants to provide point-of-sale financing to their customers.
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Park Place Finance is a nationwide hard money lender with a corporate office located in Austin, Texas, offering various real estate financing solutions.
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