Company profile: Affinia Financial Group
1.1 - Company Overview
Company description
- Provider of registered financial advisory services offering wealth management and planning. Services include comprehensive financial planning reflecting clients' life circumstances and aspirations, fiduciary investment management aligning portfolios with financial plans considering risk, return objectives, and cash flow needs, and special needs financial planning to help families plan for the future and lifelong needs of a child with a disability.
Products and services
- Fiduciary Investment Management: Delivers fiduciary portfolio management aligned with the client's financial plan, considering risk, return objectives, and cash flow needs
- Comprehensive Financial Planning: Architects a dynamic plan reflecting a client's life circumstances and aspirations, both short- and long-term
- Special Needs Financial Planning: Supplies specialized planning to help families prepare for the future and lifelong needs of a child with a disability
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Affinia Financial Group
Capitalab
HQ: United Kingdom
Website
- Description: Provider of margin and capital optimization and option compression services for derivatives, reducing counterparty risk, capital and funding costs, and mark-to-market exposure. Offers multilateral compression (OTC Rates, FX, listed Equity options) via Swaptioniser, brokerage, execution and advisory in derivatives, and software for valuation and compression, enhancing operational efficiency while maintaining market risk.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Yield Book
HQ: United States
Website
- Description: Provider of fixed income analytics, offering Yield Book Classic for indicative data, pricing, yield curves, trade analysis, and personal database capabilities; Boost for faster portfolio calculations with interactive and automated processing; Excel Add-In; Calculator for single security analysis; API for custom apps; and a Structuring Tool to market and analyze deals, repackage collateral, price tranches, and identify deal arbitrage opportunities.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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CleanCapital
HQ: United States
Website
- Description: Provider of an online marketplace that accelerates clean energy by enabling accredited individuals—including institutional investors, family offices, and investment funds—to invest in secure, diversified clean energy projects and monitor investments in real time, while offering developers access to capital.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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360T
HQ: Germany
Website
- Description: Provider of web-based trading technology for OTC instruments and integration solutions, featuring a regulated global FX marketplace for foreign exchange and short-term money market products. Offers technology, services, and tools for buy- and sell-side firms, including institutional users, corporate treasurers, banks, brokers, and liquidity providers to access liquidity with price transparency and distribute flows globally.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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CoreOne Technologies
HQ: United States
Website
- Description: Provider of financial data creation, management and distribution services and solutions, including a single data source on companies, industries and markets delivered via various platforms; credit, risk and regulatory compliance analytics; enterprise financial technology solutions; supply chain intelligence; economics and country risk data and models; and investor relations analytics and advisory.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full CoreOne Technologies company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Affinia Financial Group
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Affinia Financial Group
2.2 - Growth funds investing in similar companies to Affinia Financial Group
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4 - Top valuation comps for Affinia Financial Group
4.2 - Public trading comparable groups for Affinia Financial Group
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