Abacus Planning Group

Status

ACTIVE

Global HQ

South Carolina, United States

Countries of investment

Investment stages

Wealth Management

Industries

Fintech
PropTech
Data Science
Insurance

About
Abacus Planning Group is a fee-only financial planning and investment advisory firm in Columbia, SC, dedicated to helping clients achieve financial goals and personal dreams through expert advice and seamless collaboration.

Min check size: $100K
Max check size: $1M
Fund size: Unlock
NPS: Unlock

Investment Thesis

Abacus Planning Groups investment thesis revolves around providing unbiased, personalized financial planning and investment advice. As a feeonly firm, They avoid conflicts of interest by not earning commissions, thus focusing solely on the best interests of their clients. Their mission is to deliver tailored financial strategies and support clients in realizing both their financial and personal aspirations.

Lead investor: Unlock
Co Invest: Unlock
Number of exits: Unlock
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Manager's Experience

Top-tier fund specializing in technology and healthcare sectors across North America and Europe. Engaged in early to growth-stage investments with a portfolio comprising over 30 deals. Achieved notable exits including several high-profile IPOs. Recognized for a collaborative investment approach, emphasizing operational expertise and strategic partnership with founders.