Find the latest insights for finance and investment professionals all in one place. Check out our new Resources page.
Our AI-powered CRM automatically and retroactively surfaces every interaction your team has had and retains that valuable data—even if there’s a departure.
Uncover historical communication with prospects, partners, and clients.
Always know who can offer the best path to a warm introduction and stop relying on cold emails.
Always know who has talked to whom. Stay informed with up-to-date info before your next meeting.
Always know who has talked to whom and never jeopardize the family's brand.
Manage all your conversations with direct investments, bankers, lawyers, and more.
Never lose a deal again. Affinity triggers and reminders keep you informed 24/7.
You get to choose what communications data is visible.
Easily exclude email addresses, hide email bodies, or even just hide subject line to ensure your communication is private.
Affinity's AI-powered family office CRM automatically captures informative data on all your promising prospects. Tracking partners and potential deals with ease.
Affinity automatically creates contacts from your inbox
See how much time Affinity can save your team
Why our customers love Affinity