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.

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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

Request References

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

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