Affinity
Accelerating wealth creation for family offices, Affinity grows its clients’ network to drive more high-quality investments with relationship intelligence. Improve deal flow and pipeline management whilst automating and enriching every contact and company.
What sets Affinity apart?
"Our vision is a world where anyone can cultivate and fully harness their network to succeed. We are building a new kind of infrastructure to power all relationship-driven industries and applications."
Faizan Mehdi (NA), Uzma Rafiq (EMEA)
Product
Get an overview of what Affinity does.
Main Tasks
- CRM
Top features
- Custom Reports
- Mobile App
Assets supported
- Real Estate
- Venture Capital
- Private Equity
Compliance
GDPR
Type Of Software
SaaS
Integrations
- Slack, Microsoft Teams
- Dropbox
- GoogleDrive
- Mailchimp
- Eventbrite
- Typeform
- Hubspot
- Salesforce
- Find a full list of integrations here
Mobile App
Yes
Type of data
Holding level
Cost structure
Contact Affinity team at [email protected] or request a demo to find out about their pricing options

Key Company Information
Have a look at the company, clients, and references to learn whether this is a match for you.
Employees
100-500
Founded
2014
Ownership
- External investors
- Key staff also have ownership
Incorporated
United States of America
Locations
- San Francisco
- London
- Toronoto
Top markets
- United States of America
- United Kingdom
- Germany
- Canada
Focus
Multi-family offices
Serves also
Single family offices
Number
Affinity has helped 3,000+ investment firms across 70+ countries close more deals quicker and more intelligently
Abacon - read a case study here
Craft Ventures
Support & Services
Learn what support and services you can expect
Support options
Dedicated contact
General contact mail or phone
Pricing of support
Free support
Based on SLA
Onboarding
72 hours