Affinia Financial Group
Curated by SignalFinancial planning solutions enabling individuals to achieve financial goals.
Overview
Affinia Financial Group focuses on financial planning solutions for individuals, offering tools designed to address various aspects of personal finance. The platform consolidates financial data to provide users with an overview of their financial situation. Utilizing algorithms, Affinia develops personalized financial plans that correspond to individual objectives, including retirement, education funding, and wealth accumulation. The company offers fiduciary investment management services and financial planning for special needs. Aimed at individuals and families, Affinia provides scenario analysis tools to assist clients in making informed financial decisions.
Key facts
- Founded
- 2019
- Headquarters
- Burlington, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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