Affinity IFA

Troon, United Kingdom Founded: 2012 • Age: 14 yrs Acquired By Progeny
Wealth management firm

About Affinity IFA

Affinity IFA is a company based in Troon (United Kingdom) founded in 2012 was acquired by Progeny in April 2021.. Affinity IFA operates in a competitive market with competitors including abrdn, Mattioli Woods, Equiom Group, RBC Wealth Management and Sandaire, among others.

  • Headquarter Troon, United Kingdom
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Progeny

    (Apr 22, 2021)

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Funding Insights of Affinity IFA

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Affinity IFA

Affinity IFA has secured backing from 1 investor. Prominent investors backing the company include Progeny. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Investor Description Founded Year Domain Location
Provides financial and legal services
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Affinity IFA

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Affinity IFA

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Affinity Ifa Comparisons

Employees
+
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Competitors of Affinity IFA

Affinity IFA operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as abrdn, Mattioli Woods, Equiom Group, RBC Wealth Management and Sandaire, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple sectors are invested in by abrdn's private equity fund.
domain founded_year HQ Location
Wealth management services are provided by Mattioli Woods.
domain founded_year HQ Location
Wealth management firm
domain founded_year HQ Location
Delivers wealth management services, including portfolio advisory and financial planning.
domain founded_year HQ Location
Wealth management services are provided to clients by Sandaire.
domain founded_year HQ Location
Wealth management and investment services are provided to clients.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Affinity Ifa

Frequently Asked Questions about Affinity IFA

When was Affinity IFA founded?

Affinity IFA was founded in 2012.

Where is Affinity IFA located?

Affinity IFA is headquartered in Troon, United Kingdom. It is registered at Troon, South Ayrshire, United Kingdom.

What does Affinity IFA do?

Affinity IFA was founded in 2012 and is based in Troon, United Kingdom. Operations focus on the financial services sector, where independent financial advice is offered. Core activities include portfolio management, investment planning, and retirement strategies for individual and corporate clients. The firm maintains a presence through its domain affinityifa.co.uk, serving the local and broader UK market with tailored advisory solutions.

Who are the top competitors of Affinity IFA?

Affinity IFA's top competitors include abrdn, Sandaire and Mattioli Woods.

Who are Affinity IFA's investors?

Affinity IFA has 1 investor. Key investors include Progeny.

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