Abacus Wealth Partners, LLC
Status
INACTIVE
Global HQ
Carolina, United States
Countries of investment
- USA
Investment stages
- Wealth Management
Industries
- Fintech
- PropTech
- Insurance
- Data Science
About
Abacus Wealth Partners is a financial advisory firm dedicated to helping clients align their money with their values. They offer innovative financial plans that protect from risks, create a roadmap for the future, manage investments, and provide comprehensive guidance for long-term financial well-being.
Abacus Wealth Partners is a financial advisory firm dedicated to helping clients align their money with their values. They offer innovative financial plans that protect from risks, create a roadmap for the future, manage investments, and provide comprehensive guidance for long-term financial well-being.
Investment Thesis
Abacus Wealth Partners focuses on providing personalized, valuesaligned investment advisory services. They emphasize longterm, disciplined investing while integrating environmental and social values into their financial strategies. Their goal is to help clients achieve financial security and personal aspirations through a holistic approach to wealth management and planning.
Manager's Experience
Top-tier fund specializing in growth-stage investments within the technology sector, predominantly in North America. Managed over 15 deals with a fund size exceeding $300 million, achieving multiple notable IPOs. Emphasizes a collaborative approach with operators, leveraging deep industry insights. Known for a disciplined investment strategy that balances innovation with risk assessment.
Portfolio
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MarketWatch
Investment News
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Wall Street Journal
Yahoo Finance
Business Insider
US News
Abacus Wealth Partners
LLC
FINRA
SIPC