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Status
ACTIVE
Global HQ
South Carolina, United States
Countries of investment
  • USA
Investment stages
  • Wealth Management
Industries
  • Fintech
  • Real Estate Tech
  • Data science
  • Insurance Tech
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
NPS

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
Co Invest
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Abacus Planning Group Contacts Information

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Portfolio

Industrial Defender

Evolv Technology

Persimmon Technologies

Element Analytics

Enbala

TaKaDu

Scotrenewables Tidal Power

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