Affinity Wealth Solutions
Finance · Michigan, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
214 N 4th Ave Ste 2, Ann Arbor, Michigan...Phone Number
(734) 769-1427Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About Affinity Wealth Solutions
Affinity Wealth Solutions is an independent financial planning firm based in Ann Arbor, specializing in wealth management, retirement income strategies, and comprehensive financial planning. Since 1994, they have been dedicated to helping clients establish and maintain their long-term financial goals. The firm emphasizes personalized service, partnering with clients to educate them on investment options tailored to their unique needs. They also offer retirement income distribution planning and have a partnership with Chelsea State Bank to enhance their investment and wealth management services.Explore more
Affinity Wealth Solutions Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Affinity Wealth Solutions your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Product Launch: Get notified when Affinity Wealth Solutions launches new products
Check if Affinity Wealth Solutions has recently received funding, and reach out quickly before it becomes old news!
Click to see if Affinity Wealth Solutions had a recent Job posting/layoffs
Affinity Wealth Solutions, which may be a good buyer, showed buying intent in Masked Content Topic
Congratulate Masked Content for being promoted to Masked Content at Affinity Wealth Solutions
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Check out if Affinity Wealth Solutions is spiking on competitors!
Funding: Get notified immidiatlly once Affinity Wealth Solutions has new funding data
Earning: See what the market has to say on Affinity Wealth Solutions recently announced quarterly report
Website visits: Recent activity has been detected on your website
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find more new buyers
Compare Similar Companies to Affinity Wealth Solutions
Compare insights from companies similar to Affinity Wealth Solutions, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Affinity Wealth Solutions is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Affinity Wealth Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Affinity Wealth Solutions.
Affinity Wealth Solutions Tech Stack
A closer look at the technologies used by Affinity Wealth Solutions
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Frequently Asked Questions Regarding Affinity Wealth Solutions
Sign Up For FreeTo access detailed company insights
Affinity Wealth Solutions is an independent financial planning firm based in Ann Arbor, specializing in wealth management, retirement income strategies, and comprehensive financial planning. Since 1994, they have been dedicated to helping clients establish and maintain their long-term financial goals. The firm emphasizes personalized service, partn... Read More
