Afinitiv

Finance · Australia · 11-50 Employees

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Overview

Headquarters

Australia

Revenue

<$5 Million

Industry

Finance Software Securities Trading Financial Software
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Afinitiv

Afinitiv LLC offers AI-powered investment solutions designed for individual investors, including various types of retirement accounts such as Traditional IRAs, Roth IRAs, and SEP IRAs. The company combines advanced artificial intelligence technology with human expertise to provide tailored investment strategies and asset allocations. Their services aim to simplify the investment process, allowing clients to benefit from informed decision-making without the need for extensive financial knowledge. Afinitiv is a registered investment advisor, committed to helping clients prepare for their financial futures with innovative wealth management solutions.Explore more
Afinitiv's Social MediaPopular SearchesAfinitiv LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Afinitiv

<$5M
11-50
Private
-
-
N/A
$6.1M
11-50
Private
-
-
N/A
$5.3M
11-50
Private
-
-
TB
Tim BowersPartner and Chief Investment Officer
<$5M
1-10
Private
-
2005
Yizhong Chan, Founder and Chief Executive Officer at Andaz Private Investments
Yizhong ChanFounder and CEO
<$5M
1-10
Private
-
1985
BM
Brendan MurrayManaging Director, Investment & Advisor
<$5M
11-50
Private
-
2022
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Afinitiv Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Afinitiv

What is Afinitiv's official website?
Afinitiv's official website is www.afinitiv.com
What is Afinitiv's Revenue?
Afinitiv's revenue is <$5 Million
What is Afinitiv's SIC code?
Afinitiv's SIC: 62,628
What is Afinitiv's NAICS code?
Afinitiv's NAICS: 52,523
How many employees does Afinitiv have?
Afinitiv has 11-50 employees
What industry does Afinitiv belong to?
Afinitiv is in the industry of: Finance, Software, Securities Trading
What is Afinitiv competition?
Afinitiv top competitors include: Halcyon Private Wealth, Kennedy Partners Wealth, Proactive Portfolios, Thrive Investment Management
What technology does Afinitiv use?
Some of the popular technologies that Afinitiv uses are: reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN, Google Tag Manager
What does Afinitiv do?

Afinitiv LLC offers AI-powered investment solutions designed for individual investors, including various types of retirement accounts such as Traditional IRAs, Roth IRAs, and SEP IRAs. The company combines advanced artificial intelligence technology with human expertise to provide tailored investment strategies and asset allocations. Their services... aim to simplify the investment process, allowing clients to benefit from informed decision-making without the need for extensive financial knowledge. Afinitiv is a registered investment advisor, committed to helping clients prepare for their financial futures with innovative wealth management solutions.Read More

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

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