Affinity.co
The Relationship Manager is responsible for converting existing client relationships into new assets under management, providing tailored financial solutions, and growing client investment portfolios. The role involves proactive sales, market development, portfolio management, and representing the firm in high‑level client and industry engagements.
Headquarters
San Francisco, California, United States
Company Size
201-500 employees
Founded
2014
Affinity is a relationship-intelligence platform and CRM that helps dealmakers—VCs, private equity, investment banks, corporate development and revenue teams—find, manage, and close more deals. The platform automatically captures email and calendar activity, enriches contact and company data, and applies automation, analytics and AI to surface the strongest opportunities and streamline pipeline workflows. Affinity offers deal and pipeline management, relationship graphs, reporting, and integrations to reduce manual data entry and make teams more data-driven.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Affinity.co.
Affinity Names Ken Fine Chief Executive Officer
May 23, 2024