Abacus Planning Group
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.
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.
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.
Portfolio
Industrial Defender
Evolv Technology
Persimmon Technologies
Element Analytics
Enbala
TaKaDu
Scotrenewables Tidal Power