Affinity (CRM) vs Wokelo AI
Affinity (CRM) is the older company (2014 vs 2023); Affinity (CRM) is the larger of the two.
Side-by-Side Comparison
| Metric | Affinity (CRM) | Wokelo AI |
|---|---|---|
| Founded | ||
| Founded | 2014 older | 2023 |
| Headquarters | ||
| Headquarters | San Francisco, United States | Seattle, United States |
| Employees | ||
| Employees | 321 larger | 48 |
| Industry | ||
| Industry | Marketing | AI, Enterprise Software, Marketing |
| Funding Stage | ||
| Funding Stage | Series C | Not tracked yet |
| Total Funding | ||
| Total Funding | $123.50M | $1.00M |
| Funding Rounds | ||
| Funding Rounds | 6 | 2 |
| Services | ||
| Services | CRM for Deal Teams, AI-Driven Relationship Management, Data-Driven Decision Making, Workflow Automation for Private Capital, Portfolio Support and Management | Agentic Builder, AI Agents for Dealmakers, Proprietary Data Insights, Command Center, Workflow Automation |
| Target Customers | ||
| Target Customers | Private Equity Firms, Venture Capital Firms, Investment Banks, Asset Management Companies, Family Offices | Investment Banking, Private Equity, Management Consulting, Venture Capital, Corporates, Asset Management |
| Taxonomy | ||
| Taxonomy | AI-driven CRMRelationship IntelligenceInvestment LifecycleNetwork MappingDeal Flow OptimizationVenture Capital Support +9 | Agentic AIDealmaking PlatformInvestment Research AutomationPrivate EquityVenture CapitalInvestment Banking +8 |
| Website | ||
| Website | affinity.co | wokelo.ai |
About Affinity (CRM)
Affinity (CRM) is an AI-first customer relationship management platform based in San Francisco, United States. It specializes in serving private capital firms by turning relationship intelligence into actionable insights across the investment lifecycle.Founded in 2014, Affinity offers services such...
About Wokelo AI
Wokelo AI, founded in 2023 and headquartered in the United States, is making waves in the AI, Enterprise Software, and Marketing industries with its innovative slogan, "AI Agents for Dealmakers". The company's platform, designed by industry experts, enhances dealmaking and consulting by leveraging d...
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Compiled from the BounceWatch company index. We last looked at Affinity (CRM) on 30 Sep 2026, and Wokelo AI on 24 Mar 2026. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
