Affinex Capital is a national retirement income, wealth management, annuity and life insurance platform that gives independent advisors pre-scheduled client appointments and back-office support.
Affinex Financial, operating as Affinex Capital, is a national financial services platform based in Tucson, Arizona, and active across the United States. Its business covers retirement income planning, wealth management, annuity distribution and life insurance, delivered through an advisor-first model aimed at independent financial advisors.
The model is built around removing the sales grind from advisory work. Affinex provides 100% pre-scheduled, high-intent client appointments, so advisors need not cold call, prospect or buy leads. A dedicated back-office function handles processing, administration and case design, allowing advisors to concentrate on client consultations and policy delivery. The company describes its approach as pairing a locally personal, sales-oriented advisory model with institutional operating infrastructure.
Affinex has received multiple recognitions on the Inc. 5000 list of fastest-growing companies. Its founder, Joshua Mellberg, previously built J.D. Mellberg Financial, which earned eight consecutive Inc. 500/5000 rankings before being acquired by AmeriLife Group. The company is recruiting nationwide for licensed financial advisors, annuity specialists and insurance producers as it expands into new markets.
