Affiance Financial

Finance · Minnesota, United States · 11-50 Employees

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Overview

Headquarters

600 Hwy 169 S Ste 1750, Minneapolis, Min...

Phone Number

(952) 544-9818

Revenue

$21.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Affiance Financial

Affiance Financial is an independent financial planning firm based in Minneapolis, dedicated to enhancing the lives of its clients through personalized financial services. The firm offers a comprehensive range of services including financial planning, investment planning, retirement income planning, tax planning, education planning, risk management, and estate planning. Affiance Financial serves a diverse clientele, helping individuals and families navigate financial complexities and achieve their financial goals. Their approach emphasizes a thorough understanding of each client's unique situation to create tailored financial strategies.Explore more
Affiance Financial's Social MediaPopular SearchesAffiance Financial LLCAffiance Financialaffiance financial IncAffiancefinancialAffiance CoachingSIC Code 62,628NAICS Code 52,523Show more

Affiance Financial Org Chart

PhoneEmail
Eric Unger, Partner, President, Chief Compliance Officer at Affiance Financial
United States flag for contact location.

Partner, President, Chief Compliance Officer

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Affiance Financial

$21.3M
11-50
Private
<$5M
1980
Eric Unger, Partner, President, Chief Compliance Officer at Affiance Financial
Eric UngerPartner, President, Chief Compliance Officer
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2010
TH
Triston Hasty-GrantWealth Advisor & Director, Business Development
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Affiance Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Affiance Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Affiance Financial.

Affiance Financial financials insights

Gather financial insights about Affiance Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All Affiance Financial's Financials Insights

Affiance Financial Tech Stack

A closer look at the technologies used by Affiance Financial

Most Recent Scoops

Facilities Relocation / Expansion
Affiance Financial is planning to move offices in June 2025. The move will impact approximately 18 employees at the existing office located at 10275 Wayzata Blvd # 300, Hopkins, MN.
Facilities Relocation/Expansion
Project
A mid-level source has indicated plans to procure a new sales intelligence tool in the next 9 to 12 months.
Request for Proposal (RFP), Sales
Funding
Affiance Financial has received an SBA PPP loan for $350,000-1 million from Minnesota Bank & Trust, supporting the retention of 21 jobs.
Funding
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Affiance Financial News & Media

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Frequently Asked Questions Regarding Affiance Financial

What is Affiance Financial's official website?
Affiance Financial's official website is www.affiancefinancial.com
What is Affiance Financial's Revenue?
Affiance Financial's revenue is $21.3 Million
What is Affiance Financial's SIC code?
Affiance Financial's SIC: 62,628
What is Affiance Financial's NAICS code?
Affiance Financial's NAICS: 52,523
How many employees does Affiance Financial have?
Affiance Financial has 11-50 employees
What industry does Affiance Financial belong to?
Affiance Financial is in the industry of: Finance, Securities Trading
What is Affiance Financial competition?
Affiance Financial top competitors include: Waterstone Private Wealth Management, Waterford Advisors, Stockade Wealth Management, Copper Canyon Wealth Management
What technology does Affiance Financial use?
Some of the popular technologies that Affiance Financial uses are: Drupal, Cloudflare CDN, Constant Contact, Visual Basic
How do I contact Affiance Financial?
Affiance Financial contact info: Phone number: (952) 544-9818 Website: www.affiancefinancial.com
What does Affiance Financial do?

Affiance Financial is an independent financial planning firm based in Minneapolis, dedicated to enhancing the lives of its clients through personalized financial services. The firm offers a comprehensive range of services including financial planning, investment planning, retirement income planning, tax planning, education planning, risk management... , and estate planning. Affiance Financial serves a diverse clientele, helping individuals and families navigate financial complexities and achieve their financial goals. Their approach emphasizes a thorough understanding of each client's unique situation to create tailored financial strategies.Read More

What are Affiance Financial social media links?
Affiance Financial Linkedin page Affiance Financial Twitter page Affiance Financial Facebook page
Is Affiance Financial a public company?
Affiance Financial is private company therefore does not currently have an official ticker symbol
See more information about Affiance Financial

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