Abacus Wealth Partners logo — Expanding what's possible with money.

Abacus Wealth Partners

Expanding what's possible with money.

Founded 1988 United States Santa Monica, United States 74 employees Financial Services, IT +3

General Information

Company Name Abacus Wealth Partners
Founded Year 1988
Location United States Santa Monica, United States
Employees 74
Industries Financial Services, IT, Insurance +2
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About Abacus Wealth Partners

Abacus Wealth Partners is a financial services company founded in 1988 in the United States. Their slogan "Expanding what's possible with money" reflects their commitment to helping clients make the best use of their financial resources. The company offers a range of services including financial planning, wealth management, and insurance. Abacus aims to free up their clients' time to enjoy what matters most in life by providing comprehensive financial guidance that touches every area of their lives.

Although specific details about the company's last investment and investors are not available, Abacus Wealth Partners' focus on client-centric financial services and their long-standing presence in the industry demonstrate their stability and experience. Their dedication to protecting clients from financial dangers, creating roadmaps for their future, and managing their investments makes them an important player in the wealth management sector.

With a commitment to providing comprehensive financial advice and support, Abacus Wealth Partners stands as a reliable option for individuals seeking to optimize their financial resources and build a secure future. Their track record and dedication to their clients provide a solid foundation for potential investment opportunities in the financial services industry.

Business keywords: investment advisory, insurance planning, estate planning, investment management, philanthropy, charitable giving, business ownership, financial checkup, Santa Monica, California, Brenton W. Kessel, Spencer Sherman

No funding data available for Abacus Wealth Partners yet.

Abacus Wealth Partners Alternatives & Competitors

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Abacus Wealth Partners vs
Schechter
Schechter United States

Knowledge creates opportunity.

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Abacus Wealth Partners vs
Reby Advisors
Reby Advisors United States

Plan Better. Invest Smarter. Live Wealthier.

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Abacus Wealth Partners vs
AlphaTrust Advisors
AlphaTrust Advisors United States

Financial & Tax Professionals

3 employees
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FAQ About Abacus Wealth Partners

Expanding what's possible with money.
Abacus Wealth Partners was founded in 1988.
Abacus Wealth Partners is headquartered in Santa Monica, United States.
Abacus Wealth Partners operates in Financial Services, IT, Insurance, Real Estate and Wealth Management. Its work centres on investment advisory, insurance planning, estate planning and investment management.
Abacus Wealth Partners has approximately 74 employees.
Top alternatives and competitors to Abacus Wealth Partners include Schechter, Reby Advisors, AlphaTrust Advisors, One Wealth, The Preferred Legacy National Trust Bank. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Abacus Wealth Partners and Schechter are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Abacus Wealth Partners, https://bouncewatch.com/company/abacus-wealth-partners, updated 5 January 2025. When citing, please name BounceWatch and link this page.

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