Insights

Strategic Fit The Affinity Group of Companies operates in financial services with BFCFS and BFC Planning partnerships, indicating opportunities to cross-sell investment and advisory services to SMBs and individuals seeking holistic financial solutions.

Growth Signals Revenue range of 1M to 10M and a lean headcount (0-1 employees) suggest potential for scalable technology, process outsourcing, and modernization projects to support growth and client onboarding efficiency.

Tech Enablement Current tech stack includes iCIMS, WordPress, Sentry, and analytics tools, signaling openings for improved CRM, marketing automation, data hygiene, cybersecurity, and client portal enhancements to boost lead conversion and retention.

Compliance & Risk As a registered securities and advisory services firm with FINRA/SIPC affiliations, there are opportunities to offer regulatory tech, governance, and cyber risk management solutions tailored to financial services intermediaries.

Market Positioning Competition with large (USI, HUB, Lockton, Brown & Brown) and mid-size brokers suggests a need for differentiators such as cost-effective tech adoption, personalized service platforms, and scalable advisory workflows to win mid-market clients.

Similar companies to The Affinity Group of Companies

The Affinity Group of Companies Tech Stack

The Affinity Group of Companies uses 8 technology products and services including iCIMS, WordPress, Sentry, and more. Explore The Affinity Group of Companies's tech stack below.

The Affinity Group of Companies's Email Address Formats

The Affinity Group of Companies uses at least 2 email formats:
The Affinity Group of Companies Email FormatsExamplePercentage
First@tagoc.comJohn@tagoc.com
67%
Middle@tagoc.comMichael@tagoc.com
33%

Frequently Asked Questions

What is The Affinity Group of Companies's official website and social media links?

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The Affinity Group of Companies's official website is tagoc.com and has social profiles on LinkedIn.

How much revenue does The Affinity Group of Companies generate?

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As of August 2026, The Affinity Group of Companies's annual revenue is estimated to be $1M - $10M.

What is The Affinity Group of Companies's NAICS code?

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The Affinity Group of Companies's NAICS code is 52 - Finance and Insurance.

How many employees does The Affinity Group of Companies have currently?

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As of August 2026, The Affinity Group of Companies has approximately 1 employees across 1 continents, including North America. Key team members include President: T. B., Co-Founder: T. A. G. O. C. and Financial Services Professional: I. P. Explore The Affinity Group of Companies's employee directory with LeadIQ.

What industry does The Affinity Group of Companies belong to?

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The Affinity Group of Companies operates in the Financial Services industry.

What technology does The Affinity Group of Companies use?

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The Affinity Group of Companies's tech stack includes iCIMS, WordPress, Sentry, Google Maps, Wistia, Vimeo, Piwik PRO Core and Gravity Forms.

What is The Affinity Group of Companies's email format?

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The Affinity Group of Companies's email format typically follows the pattern of First@tagoc.com. Find more The Affinity Group of Companies email formats with LeadIQ.
The Affinity Group of Companies logo

The Affinity Group of Companies

Financial ServicesMichigan, United States0-1 Employees

The Affinity Group of Companies operates in the financial services sector and is based in Plymouth, Michigan. It offers a broad range of financial products and services to individuals and business owners. Its approach centers on providing reliable financial information to help clients identify goals and make informed decisions.

Securities are offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS), with The Affinity Group of Companies acting as a registered representative. Investment advisory services are provided through BFC Planning, Inc., and The Affinity Group of Companies, BFCFS, and BFC Planning, Inc. operate as independent entities.

Section iconCompany Overview

Website
tagoc.com
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconFunding & Financials

  • $1M - $10M

    The Affinity Group of Companies's revenue is estimated to be in the range of $1M - $10M

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