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Affinity Private Wealth logo — company profile

Affinity Private Wealth

Founded 2011 Jersey Jersey 52 employees Wealth Management

General Information

Company Name Affinity Private Wealth
Founded Year 2011
Location Jersey Jersey +1
Employees 52
Industries Wealth Management
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About Affinity Private Wealth

Affinity Private Wealth is an independent wealth management company focused on helping clients align values with their wealth. Founded in 2011 and headquartered in Jersey, the company offers a range of services including advice, structuring, and investment solutions, with a particular emphasis on charitable giving and sustainable investing. As a privately owned firm, Affinity's interests are entirely aligned with its clients, and its commitment to ethics and values is evident in its status as the first UN Global Compact participant in Jersey, emphasizing its dedication to sustainability. The company's core focus lies in understanding clients' financial requirements and aspirations, and it aims to provide tailored advice based on a foundation of trust, with transparent and timely communication. Regulated by the Jersey Financial Services Commission, Affinity's dedication to ethical wealth management makes it a compelling prospect for potential venture capital investment.

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Affinity Private Wealth Alternatives & Competitors

Affinity Private Wealth vs
Avondale Wealth Management
Avondale Wealth Management United States

Avondale Wealth Management is an independent wealth management firm, grounded in Christian principle...

3 employees
Financial Services, Wealth Management
Affinity Private Wealth vs
Saracens Private Wealth
Saracens Private Wealth Australia

Welcome to Saracens Private Wealth. Melbourne based and influenced, our unique brand and strategy a...

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Affinity Private Wealth vs
Glass Wealth Management Co., LLC
Glass Wealth Management Co., LLC United States

Directing investments for founders, entrepreneurs, business owners, and their families since 1988.

8 employees
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FAQ About Affinity Private Wealth

We are an independent wealth management company, enabling clients to align values with their wealth. We provide advice, structuring and investment solutions; including guidance on charitable giving and investing sustainably. Privately owned, our interests are wholly aligned with clients. Our ethic...
Affinity Private Wealth was founded in 2011.
Affinity Private Wealth is headquartered in Jersey.
Affinity Private Wealth operates in the following industries: Wealth Management.
Affinity Private Wealth has approximately 52 employees.
Top alternatives and competitors to Affinity Private Wealth include Avondale Wealth Management, Saracens Private Wealth, Glass Wealth Management Co., LLC, Height Capital, The Wealth Consulting Group. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Affinity Private Wealth and Avondale Wealth Management are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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