Affinity Financial

Finance · United States · 1-10 Employees

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Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Affinity Financial

Affinity Financial provides personalized financial and retirement planning services for ambitious professionals and individuals looking to retire, offering Agile LifePath for career-focused clients and RetireMINT for those planning retirement. The company's mission is to empower clients to navigate life's transitions, grow their wealth, and live life on their own terms. Affinity Financial aims to provide tailored financial guidance, free up clients' time, and help them achieve their personal and financial goals.Explore more
Affinity Financial's Social MediaPopular SearchesAffinity FinancialSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Affinity Financial

<$5M
1-10
Private
-
2020
N/A
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
1-10
Private
-
2018
FJ
Frank JolleyCo-Chief Investment Officer
<$5M
1-10
Private
-
2011
RC
Rebecca ChaparroDirector, Operations
<$5M
1-10
Private
-
2009
RW
Robert WasselManaging Partner and Chief Investment Officer
<$5M
1-10
Private
-
2017
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Affinity Financial Tech Stack

A closer look at the technologies used by Affinity Financial

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Frequently Asked Questions Regarding Affinity Financial

What is Affinity Financial's official website?
Affinity Financial's official website is affinity.financial
What is Affinity Financial's Revenue?
Affinity Financial's revenue is <$5 Million
What is Affinity Financial's SIC code?
Affinity Financial's SIC: 62,628
What is Affinity Financial's NAICS code?
Affinity Financial's NAICS: 52,523
How many employees does Affinity Financial have?
Affinity Financial has 1-10 employees
What industry does Affinity Financial belong to?
Affinity Financial is in the industry of: Finance, Securities Trading
What is Affinity Financial competition?
Affinity Financial top competitors include: Dowd Financial Group, Alliance Wealth Advisors, Zenith Investment Management, Trinity Wealth Management
What technology does Affinity Financial use?
Some of the popular technologies that Affinity Financial uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
What does Affinity Financial do?

Affinity Financial provides personalized financial and retirement planning services for ambitious professionals and individuals looking to retire, offering Agile LifePath for career-focused clients and RetireMINT for those planning retirement. The company's mission is to empower clients to navigate life's transitions, grow their wealth, and live li... fe on their own terms. Affinity Financial aims to provide tailored financial guidance, free up clients' time, and help them achieve their personal and financial goals.Read More

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

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