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Affinity Wealth Resources Logo
Affinity Wealth Resources CB Rank
1349414
Heat Score
63
Affinity Wealth Resources is a financial firm that offers investment solutions, advice, consulting, retirement planning, and tax compliance.
Founded
obfuscation
Private Sandy, Utah, United States1-10 www.affinitywealthresources.com/
Compliance
Consulting
Financial Services
Retirement
Overview

Affinity Wealth Resources
Heat Score
63

Growth Score
pts
in past quarter
Heat Score 63
-6 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
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
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Affinity Wealth Resources

CB Rank
1349414
Affinity Wealth Resources is a financial firm that offers investment solutions, advice, consulting, retirement planning, and tax compliance.
Founded
obfuscation
Private Sandy, Utah, United States1-10 www.affinitywealthresources.com/
Compliance
Consulting
Financial Services
Retirement

Key People

  • Photo of Josh Crawley
    Josh Crawley: CEO
    Past Role: Fidelity, Investment Solutions Representative

Details

Operating Status Active
Company Type For Profit
Phone Number +1 385-355-0936
Contact Email josh@affinitywealthresources.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Review
A service to assess a client's current financial situation and establish long-term financial and retirement goals.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 4

Employee Profiles

News
Technology
View Tech Report

IT Spend

$102.6KThis year, Affinity Wealth Resources is projected to spend $102.6K on IT, according to Aberdeen.

Active Website Tech Count

28Affinity Wealth Resources is actively using 28 technologies for its website, according to BuiltWith. These include Viewport Meta, SSL by Default, and  HSTS.
Sub-Organizations
Frequently Asked Questions

Where is Affinity Wealth Resources's headquarters? Affinity Wealth Resources is located in Sandy, Utah, United States.Who are Affinity Wealth Resources's competitors? Alternatives and possible competitors to Affinity Wealth Resources may include Charles Schwab, Fidelity, and  LPL Financial.
Who We Are
What We Do
Helpful Links
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