Insights

Personalized Financial Services Affiance Financial specializes in providing highly personalized financial planning services to clients across diverse demographics, including those who typically access services reserved for the ultra-wealthy. This indicates a market opportunity for tailored wealth management solutions and premium financial products.

Active Investment Portfolio The firm has recently expanded its investment portfolio into various asset classes, acquiring stakes in companies like Pentair, Digital Realty Trust, Accenture, and Nuveen ESG Emerging Markets, suggesting a strategic interest in diversified, sustainable, and technology-focused investments. This presents a chance to offer specialized investment products aligned with current market trends.

Mid-Sized Customer Base With revenue estimates between 25 and 50 million dollars and a workforce of 11-50 employees, Affiance Financial is positioned as a mid-sized firm seeking growth and enhanced service offerings, making it ripe for partnerships that can scale client acquisition and retention strategies.

Technology Integration The company's website utilizes advanced digital tools and a robust tech stack including Drupal, PHP, and Adobe Fonts, indicating an openness to digital solutions. This presents opportunities to introduce innovative financial tech products, client engagement platforms, and fintech integrations.

Growth and Expansion Potential Affiance Financial's recent investment activity and its mission-driven approach focused on improving lives suggest a firm poised for growth in sustainable and impact investing spaces. Engaging with this firm can open avenues for selling ESG-focused investment products and advisory services aligned with their strategic direction.

Affiance Financial Tech Stack

Affiance Financial uses 8 technology products and services including Drupal, Font Awesome, jQuery, and more. Explore Affiance Financial's tech stack below.

  • Drupal
    Content Management System
  • Font Awesome
    Font Scripts
  • jQuery
    Javascript Libraries
  • PHP
    Programming Languages
  • X-XSS-Protection
    Security
  • Adobe Fonts
    Web Fonts
  • Orbit Slider
    Web Tools And Plugins
  • ShareThis
    Widgets

Media & News

Affiance Financial's Email Address Formats

Affiance Financial uses at least 1 format(s):
Affiance Financial Email FormatsExamplePercentage
First@affiancefinancial.comJohn@affiancefinancial.com
49%
First.Last@affiancefinancial.comJohn.Doe@affiancefinancial.com
39%
Last@affiancefinancial.comDoe@affiancefinancial.com
10%
FLast@affiancefinancial.comJDoe@affiancefinancial.com
2%

Frequently Asked Questions

Where is Affiance Financial's headquarters located?

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Affiance Financial's main headquarters is located at 600 Highway 169 South Suite 1750 St. Louis Park, Minnesota United States. The company has employees across 3 continents, including North AmericaAsiaAfrica.

What is Affiance Financial's phone number?

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You can contact Affiance Financial's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Affiance Financial's stock symbol?

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Affiance Financial is a publicly traded company; the company's stock symbol is N/A.

What is Affiance Financial's official website and social media links?

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Affiance Financial's official website is affiancefinancial.com and has social profiles on LinkedIn.

What is Affiance Financial's SIC code NAICS code?

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Affiance Financial's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Affiance Financial have currently?

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As of March 2026, Affiance Financial has approximately 35 employees across 3 continents, including North AmericaAsiaAfrica. Key team members include Chief Investment Officer: M. U.Founding Partner, Financial Planner: A. F.Partner, Financial Planner: B. H.. Explore Affiance Financial's employee directory with LeadIQ.

What industry does Affiance Financial belong to?

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Affiance Financial operates in the Financial Services industry.

What technology does Affiance Financial use?

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Affiance Financial's tech stack includes DrupalFont AwesomejQueryPHPX-XSS-ProtectionAdobe FontsOrbit SliderShareThis.

What is Affiance Financial's email format?

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Affiance Financial's email format typically follows the pattern of First@affiancefinancial.com. Find more Affiance Financial email formats with LeadIQ.

When was Affiance Financial founded?

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Affiance Financial was founded in 2000.

Affiance Financial

Financial ServicesMinnesota, United States11-50 Employees

Affiance Financial is an independent financial planning firm located in the Minneapolis area. Our mission is simple – we work to make lives better. We serve clients of different ages, backgrounds, and geographic locations, providing personalized services normally reserved for the ultra-wealthy. We use our comprehensive financial planning process, the Affiance Advantage™, to help clients like you pursue your financial goals. 

*This account is limited to sharing general information about Affiance Financial, original content, and unaffiliated third-party information, content, and links. Affiance does not make any guarantees as to the accuracy, suitability, or completeness of third-party content, and takes no responsibility therefore. All such information is provided for convenience only, and all users should be guided accordingly. This account may contain discussion of Affiance’s or another professional’s positions and/or recommendations as of a specific date. Due to various factors, including changing market conditions, such discussion may no longer reflect current positions and/or recommendations. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that future performance will be profitable, or equal any historical performance level(s). Moreover, no client or prospective client should assume that any content on this account serves as the receipt of, or substitute for, personalized advice from Affiance or any other professional. Affiance is neither an attorney nor an accountant, and no content on this account should be interpreted as legal, accounting, or tax advice. 

Advisory services offered through Affiance Financial, a Registered Investment Adviser. Securities and advisory services offered by Registered Representatives and Investment Advisor Representatives through Private Client Services. Member FINRA, SIPC. Affiance Financial and Private Client Services are unaffiliated entities.

Section iconCompany Overview

Headquarters
600 Highway 169 South Suite 1750 St. Louis Park, Minnesota United States
Phone number
SIC Code
8742 - Management Consulting Services
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Affiance Financial's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Affiance Financial's revenue is estimated to be in the range of $25M$50M

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