Insights

Mid-Sized Asset Management With an annual revenue estimate between 25M and 50M, Affiance Financial is a financially robust firm that manages a substantial portfolio of client assets, indicating potential interest in advanced financial products, advisory services, or technology solutions to enhance their investment strategies.

Active Investment Portfolio The company's recent investments in assets such as Pentair, Digital Realty Trust, Accenture, and ESG-focused funds suggest a focus on diversified and emerging markets. This presents opportunities to offer specialized investment tools, research platforms, or tailored asset management solutions.

Technology Adoption Utilizing a broad tech stack including AWS, Vimeo, OneTrust, and Nginx indicates a strong digital infrastructure. This opens avenues for offering cybersecurity, cloud optimization, or digital engagement enhancements to support their digital operations.

Growth and Expansion Affiance Financial’s strategic investments and focus on personalized financial planning imply an ambition for growth and client acquisition. Solutions such as marketing automation, client onboarding platforms, or CRM enhancements could accelerate their expansion efforts.

Regional Focus and Client Diversity Located in Minneapolis with clients across different backgrounds and regions, the firm may value localized or customized service solutions, including regional compliance tools, multilingual support, or community engagement platforms to deepen client relationships.

Affiance Financial LLC Tech Stack

Affiance Financial LLC uses 8 technology products and services including Amazon Web Services, cdnjs, Google Hosted Libraries, and more. Explore Affiance Financial LLC's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • cdnjs
    Content Delivery Network
  • Google Hosted Libraries
    Content Delivery Network
  • OneTrust
    Cookie Compliance
  • Underscore.js
    Javascript Libraries
  • Lightbox
    Javascript Libraries
  • Vimeo
    Video Players
  • Nginx
    Web Servers

Media & News

Affiance Financial LLC's Email Address Formats

Affiance Financial LLC uses at least 1 format(s):
Affiance Financial LLC Email FormatsExamplePercentage
First@affiancefinancial.comJohn@affiancefinancial.com
49%
First.Last@affiancefinancial.comJohn.Doe@affiancefinancial.com
39%
Last@affiancefinancial.comDoe@affiancefinancial.com
10%
FLast@affiancefinancial.comJDoe@affiancefinancial.com
2%

Frequently Asked Questions

What is Affiance Financial LLC's phone number?

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You can contact Affiance Financial LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Affiance Financial LLC's stock symbol?

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Affiance Financial LLC is a publicly traded company; the company's stock symbol is N/A.

What is Affiance Financial LLC's official website and social media links?

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Affiance Financial LLC's official website is affiancefinancial.com and has social profiles on LinkedIn.

What is Affiance Financial LLC's SIC code NAICS code?

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Affiance Financial LLC's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Affiance Financial LLC have currently?

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As of December 2025, Affiance Financial LLC has approximately 35 employees across 3 continents, including North AmericaAsiaAfrica. Key team members include Chief Investment Officer: M. U.Founding Partner, Financial Planner: A. F.Partner, Financial Planner: B. H.. Explore Affiance Financial LLC's employee directory with LeadIQ.

What industry does Affiance Financial LLC belong to?

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Affiance Financial LLC operates in the Financial Services industry.

What technology does Affiance Financial LLC use?

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Affiance Financial LLC's tech stack includes Amazon Web ServicescdnjsGoogle Hosted LibrariesOneTrustUnderscore.jsLightboxVimeoNginx.

What is Affiance Financial LLC's email format?

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Affiance Financial LLC's email format typically follows the pattern of First@affiancefinancial.com. Find more Affiance Financial LLC email formats with LeadIQ.

When was Affiance Financial LLC founded?

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Affiance Financial LLC was founded in 2000.

Affiance Financial LLC

Financial ServicesMinnesota, United States11-50 Employees

Affiance Financial is an independent financial planning firm located in the Minneapolis area. Our mission is simple – we work to make lives better. We serve clients of different ages, backgrounds, and geographic locations, providing personalized services normally reserved for the ultra-wealthy. We use our comprehensive financial planning process, the Affiance Advantage™, to help clients like you pursue your financial goals. 

*This account is limited to sharing general information about Affiance Financial, original content, and unaffiliated third-party information, content, and links. Affiance does not make any guarantees as to the accuracy, suitability, or completeness of third-party content, and takes no responsibility therefore. All such information is provided for convenience only, and all users should be guided accordingly. This account may contain discussion of Affiance’s or another professional’s positions and/or recommendations as of a specific date. Due to various factors, including changing market conditions, such discussion may no longer reflect current positions and/or recommendations. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that future performance will be profitable, or equal any historical performance level(s). Moreover, no client or prospective client should assume that any content on this account serves as the receipt of, or substitute for, personalized advice from Affiance or any other professional. Affiance is neither an attorney nor an accountant, and no content on this account should be interpreted as legal, accounting, or tax advice. 

Advisory services offered through Affiance Financial, a Registered Investment Adviser. Securities and advisory services offered by Registered Representatives and Investment Advisor Representatives through Private Client Services. Member FINRA, SIPC. Affiance Financial and Private Client Services are unaffiliated entities.

Section iconCompany Overview

Phone number
SIC Code
8742 - Management Consulting Services
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Affiance Financial LLC's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Affiance Financial LLC's revenue is estimated to be in the range of $25M$50M

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