Insights

Niche Market Focus The Affinity Advisory Group operates within the financial services industry with a specialization in portfolio management, operational efficiency, and product enhancement, indicating a potential opportunity to offer tailored financial technology solutions or consulting services that align with their strategic goals.

Growth Potential With current revenues estimated between one to ten million dollars and a small team of 2-10 employees, there is significant growth potential for scalable operational tools, automation solutions, or premium analytics platforms that can support expansion efforts.

Digital Engagement Utilizing technologies like DreamWeaver, jQuery, and Google Analytics suggests an active digital presence, providing opportunities to present digital marketing, SEO enhancements, or analytics-driven client engagement solutions to strengthen their market reach.

Competitive Positioning As a smaller player in a field dominated by large consulting firms and industry giants, there is an opening to offer highly personalized, agile consulting services or niche financial advisory tools that appeal to their client-centric approach.

Industry Alignment Close alignment with major consulting firms such as BCG, PwC, and McKinsey signals potential opportunities for strategic partnerships, collaborative projects, or bundled offerings in financial advisory and consulting domains.

The Affinity Advisory Group, LLC Tech Stack

The Affinity Advisory Group, LLC uses 5 technology products and services including DreamWeaver, jQuery, PHP, and more. Explore The Affinity Advisory Group, LLC's tech stack below.

  • DreamWeaver
    Editors
  • jQuery
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics
  • AddThis
    Widgets

Media & News

The Affinity Advisory Group, LLC's Email Address Formats

The Affinity Advisory Group, LLC uses at least 1 format(s):
The Affinity Advisory Group, LLC Email FormatsExamplePercentage
First.Last@affinityadvisory.comJohn.Doe@affinityadvisory.com
86%
F.Last@affinityadvisory.comJ.Doe@affinityadvisory.com
14%

Frequently Asked Questions

Where is The Affinity Advisory Group, LLC's headquarters located?

Minus sign iconPlus sign icon
The Affinity Advisory Group, LLC's main headquarters is located at Los Angeles, California 90077 United States. The company has employees across 1 continents, including North America.

What is The Affinity Advisory Group, LLC's phone number?

Minus sign iconPlus sign icon
You can contact The Affinity Advisory Group, LLC'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 The Affinity Advisory Group, LLC's official website and social media links?

Minus sign iconPlus sign icon
The Affinity Advisory Group, LLC's official website is affinityadvisory.com and has social profiles on LinkedIn.

What is The Affinity Advisory Group, LLC's NAICS code?

Minus sign iconPlus sign icon
The Affinity Advisory Group, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does The Affinity Advisory Group, LLC have currently?

Minus sign iconPlus sign icon
As of February 2026, The Affinity Advisory Group, LLC has approximately 5 employees across 1 continents, including North America. Key team members include Chief Operating Officer And President: V. N.Owner: A. K.. Explore The Affinity Advisory Group, LLC's employee directory with LeadIQ.

What industry does The Affinity Advisory Group, LLC belong to?

Minus sign iconPlus sign icon
The Affinity Advisory Group, LLC operates in the Financial Services industry.

What technology does The Affinity Advisory Group, LLC use?

Minus sign iconPlus sign icon
The Affinity Advisory Group, LLC's tech stack includes DreamWeaverjQueryPHPGoogle AnalyticsAddThis.

What is The Affinity Advisory Group, LLC's email format?

Minus sign iconPlus sign icon
The Affinity Advisory Group, LLC's email format typically follows the pattern of First.Last@affinityadvisory.com. Find more The Affinity Advisory Group, LLC email formats with LeadIQ.

When was The Affinity Advisory Group, LLC founded?

Minus sign iconPlus sign icon
The Affinity Advisory Group, LLC was founded in 2009.

The Affinity Advisory Group, LLC

Financial ServicesCalifornia, United States2-10 Employees

Affinty Advisory Group is dedicated to providing assistance in portfolio management, operational efficiency and product enhancement. Our goal is to help our clients achieve positive results by utilizing our strong business ethics, extensive industry knowledge through sound recommendations thereby fostering stability and growth.

Section iconCompany Overview

Headquarters
Los Angeles, California 90077 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    The Affinity Advisory Group, LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    The Affinity Advisory Group, LLC's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.