Affinity Investment Group - aVenture Asset Manager Research
Location
Exeter, NH, US
Founded
1998
Affinity Investment Group is an investment advisory firm specializing in wealth management, financial planning, and portfolio design services. The firm primarily focuses on retirement and tax planning, catering to individuals and small businesses. Affinity Investment Group typically participates in Seed and Series B funding rounds, providing strategic financial guidance and investment management to help clients achieve their long-term financial goals.
Notable portfolio companies include Accern, which has raised $1.25 million, and CreatorIQ, which has raised $12 million. The firm's investment philosophy centers around a comprehensive understanding of client needs, enabling tailored financial solutions. Affinity Investment Group also offers unique value-add services such as estate planning, asset protection, and distribution planning, ensuring a holistic approach to wealth management.
Affinity Investment Group - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies2
Current Portfolio Count1
Total Portfolio Exits1
Top Investment Stages
Seed1 (50.0%)
Series B1 (50.0%)
Stage Mix
Seed 50%Series B 50%
Concentration shown as share of disclosed investments by stage.
