Insights

Strong Industry Presence Abacus Wealth Partners operates in the financial services sector with a focus on personalized, values-aligned investing, indicating a potential interest in ethical financial products and advanced digital solutions to enhance client engagement.

Recent Asset Expansion The company's recent investments in ESG-focused funds and stakes in major asset managers demonstrate a growing interest in sustainable investing and alternative asset classes, opening opportunities for specialized financial products and ESG technology solutions.

Strategic Growth via Mergers The merger with Milestone Financial Planning signifies an expansion mindset and a desire to broaden service offerings, suggesting potential for partnership in technology integration, client management systems, or marketing services to support scale.

Wealth Management Focus With a revenue range of 50 to 100 million dollars and a dedicated team, Abacus is positioned for growth in high-net-worth client segments, presenting opportunities for premium financial advisory tools, CRM platforms, or investment analytics solutions.

Educational & Ethical Partnerships Their partnership with CFP Board highlights a commitment to ethical standards and professional development, indicating potential for collaboration on training platforms, compliance tech, or thought leadership content tailored to financial advisors.

Abacus Wealth Partners, LLC Tech Stack

Abacus Wealth Partners, LLC uses 8 technology products and services including LiteSpeed Cache, Open Graph, WordPress, and more. Explore Abacus Wealth Partners, LLC's tech stack below.

  • LiteSpeed Cache
    Caching
  • Open Graph
    Content Management System
  • WordPress
    Content Management System
  • Cloudflare
    Content Management System
  • RSS
    Content Management System
  • imagesLoaded
    Javascript Libraries
  • HubSpot
    Marketing Automation
  • Elementor
    Page Builders

Media & News

Abacus Wealth Partners, LLC's Email Address Formats

Abacus Wealth Partners, LLC uses at least 1 format(s):
Abacus Wealth Partners, LLC Email FormatsExamplePercentage
First@abacuswealth.comJohn@abacuswealth.com
72%
FLast@abacuswealth.comJDoe@abacuswealth.com
13%
First.Last@abacuswealth.comJohn.Doe@abacuswealth.com
11%
FirstLast@abacuswealth.comJohnDoe@abacuswealth.com
4%

Frequently Asked Questions

Where is Abacus Wealth Partners, LLC's headquarters located?

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Abacus Wealth Partners, LLC's main headquarters is located at 429 Santa Monica Boulevard, Suite 500. The company has employees across 2 continents, including North AmericaEurope.

What is Abacus Wealth Partners, LLC's phone number?

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You can contact Abacus Wealth Partners, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Abacus Wealth Partners, LLC's stock symbol?

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Abacus Wealth Partners, LLC is a publicly traded company; the company's stock symbol is N/A.

What is Abacus Wealth Partners, LLC's official website and social media links?

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Abacus Wealth Partners, LLC's official website is abacuswealth.com and has social profiles on LinkedIn.

How much revenue does Abacus Wealth Partners, LLC generate?

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As of January 2026, Abacus Wealth Partners, LLC's annual revenue is estimated to be $320K.

What is Abacus Wealth Partners, LLC's SIC code NAICS code?

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Abacus Wealth Partners, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Abacus Wealth Partners, LLC have currently?

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As of January 2026, Abacus Wealth Partners, LLC has approximately 75 employees across 2 continents, including North AmericaEurope. Key team members include President: E. A.Partner: H. E.Partner And Financial Advisor: G. A.. Explore Abacus Wealth Partners, LLC's employee directory with LeadIQ.

What industry does Abacus Wealth Partners, LLC belong to?

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Abacus Wealth Partners, LLC operates in the Financial Services industry.

What technology does Abacus Wealth Partners, LLC use?

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Abacus Wealth Partners, LLC's tech stack includes LiteSpeed CacheOpen GraphWordPressCloudflareRSSimagesLoadedHubSpotElementor.

What is Abacus Wealth Partners, LLC's email format?

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Abacus Wealth Partners, LLC's email format typically follows the pattern of First@abacuswealth.com. Find more Abacus Wealth Partners, LLC email formats with LeadIQ.

When was Abacus Wealth Partners, LLC founded?

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Abacus Wealth Partners, LLC was founded in 2004.

Abacus Wealth Partners, LLC

Financial ServicesCalifornia, United States51-200 Employees

Abacus Wealth Partners is an independent, 100% employee-owned, fee-only, SEC-Registered Investment Adviser, and Certified B Corporation. Driven by purpose and a fiduciary responsibility to act in clients’ best interests, we provide personalized financial planning and research-driven, values-aligned investing. 

Our deeply human approach is designed to deliver clarity and confidence so you can have peace of mind knowing there’s a disciplined plan supporting your goals and your personal values. Our advisors work with clients through various stages of life, navigating major life transitions, preparing for retirement, and helping to grow and protect wealth while shaping the legacy they want to leave.

As a firm, we emphasize clarity, intention, and long-term partnerships. We meet you where you are, help you understand your options, and offer support that connects your financial choices with your values.

Disclosure: 
Abacus Wealth Partners, LLC [“Abacus”] is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Abacus by the SEC nor does it indicate that Abacus has attained a particular level of skill or ability. This material is not intended to serve as personalized tax, legal, and/or investment advice.

Social Media Disclosures: https://abacuswealth.com/social-media-guidelines/

Section iconCompany Overview

Headquarters
429 Santa Monica Boulevard, Suite 500
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
2004
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Abacus Wealth Partners, LLC's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Abacus Wealth Partners, LLC's revenue is estimated to be in the range of $50M$100M

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