About AFS Financial Group
AFS Financial Group is a company based in Bethesda (United States) founded in 1988 by Alp A Atabek was acquired by HUB International in December 2023. It operates as a Professional Services. AFS Financial Group offers products and services including Financial Planning, Investment Management, and Retirement Planning. AFS Financial Group operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
- Headquarter Bethesda, United States
- Founders Alp A Atabek
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Hub Investment Partners
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
HUB International
(Dec 04, 2023)
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Products & Services of AFS Financial Group
AFS Financial Group offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, and Retirement Planning. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Financial planning services are provided for client wealth management.
Investment management is offered to optimize client asset growth.
Retirement planning is designed to secure future financial stability.
Funding Insights of AFS Financial Group
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in AFS Financial Group
AFS Financial Group has secured backing from 1 investor. Prominent investors backing the company include HUB International. 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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Investment advisory, insurance distribution, and risk management services are provided.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by AFS Financial Group
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - AFS Financial Group
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Afs Financial Group Comparisons
Competitors of AFS Financial Group
AFS Financial Group 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 Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, 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 |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Retirement, investment, and insurance products and services are provided.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Afs Financial Group
Frequently Asked Questions about AFS Financial Group
When was AFS Financial Group founded?
AFS Financial Group was founded in 1988.
Where is AFS Financial Group located?
AFS Financial Group is headquartered in Bethesda, United States. It is registered at Bethesda, Maryland, United States.
What does AFS Financial Group do?
AFS Financial Group, operating under HUB Investment Partners, is focused on delivering comprehensive financial planning, investment management, and retirement planning services. Clients are served across multiple generations with tailored solutions in tax planning, risk management, and multigenerational wealth transfer. The firm operates as a boutique practice with a diverse team of experts, ensuring personalized financial strategies in the wealth management sector.
Who are the top competitors of AFS Financial Group?
AFS Financial Group's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does AFS Financial Group offer?
AFS Financial Group offers Financial Planning, Investment Management, and Retirement Planning.
Who are AFS Financial Group's investors?
AFS Financial Group has 1 investor. Key investors include HUB International.