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
Category
CRM
Country
United States of America
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
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
In the media
