53
Growth Score
pts
Heat Score
-5 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Affinity Financial offers financial planning, wealth management, and utilizes relationship intelligence for deal closure.
- Derek Pantele: CEO & Founder
About the Company
Affinity Financial specializes in providing a range of financial services tailored to meet the diverse needs of its clients. With a focus on financial planning, retirement, and wealth management, the company aims to alleviate stress and give clients more time to focus on their priorities. Utilizing powerful relationship intelligence, Affinity
Financial helps teams leverage their network to find and close more deals efficiently, reducing the need for manual data entry. As a fee-based independent Registered Investment Adviser (RIA) in the State of Connecticut, Affinity Financial is committed to creating customized solutions for its clients, emphasizing a straightforward yet sophisticated approach to financial management.
