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 info@affinity.co or request a demo to find out about their pricing options

Affinity

Category

CRM

Country

United States of America

Visit website

Company Representative

Faizan Mehdi (NA), Uzma Rafiq (EMEA)

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
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

We also reviewed some other CRM Providers

finartis, family office software, portfolio management software, consolidated reporting software

Finartis

Consolidated Reporting

Switzerland

Backstop Solutions

Backstop Solutions

Consolidated Reporting

United States of America

addepar

Addepar

Consolidated Reporting

United States of America

Allvue Systems, family office software, portfolio management software, consolidated reporting software

Allvue Systems

Accounting

United States of America

In the media

Simple solutions for complex times.