Family Office · Wilmington, DE, United States
Affinity Wealth Management, Inc. is an independent wealth management firm founded in 1974 and headquartered in Wilmington, Delaware. The company specializes in advanced wealth management, retirement planning, and tax strategies, serving individuals, families, and small businesses. Affinity Wealth Management focuses on aligning clients’ financial goals with their personal ambitions and offers a range of services including investment management and risk assessment.
Business models
services
Customer segments
High Net Worth Individuals, Business Owners, Professionals
Geography
US
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Affinity Wealth Management, Inc. deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. VC Boom tracks Affinity Wealth Management, Inc. alongside 47,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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Drop your pitch. VC Boom scores it on the 8 dimensions VCs read for and ranks the 47,000+ active investors in the database by fit. Affinity Wealth Management, Inc. is one of them, and we'll tell you exactly where they sit in your top 100.