Insights

Strategic Investments Abacus Wealth Partners has been actively investing in various assets, such as stakes in Nomura, Nuveen ESG Small-Cap ETF, Manhattan Associates, Canadian Pacific Kansas City Limited, Oracle Corporation, and Tesla. This investment activity indicates potential partnership opportunities or cross-selling of financial services to these companies.

Tech Usage Through its tech stack including UserWay, Twitter Emoji, Pardot, Cloudflare Bot Management, and others, Abacus Wealth Partners demonstrates a commitment to modern digital tools. Leveraging their technological infrastructure, there may be opportunities to offer tech-related financial services or collaborations with tech-focused organizations.

Industry Expansion With recent acquisitions and stakes in companies like Nomura, Manhattan Associates, Oracle Corporation, and others, Abacus Wealth Partners is expanding its industry footprint. This growth presents possibilities for engaging with new partners or clients in the financial services sector.

Social Responsibility By investing in ESG-focused assets like Nuveen ESG Small-Cap ETF, Abacus Wealth Partners showcases a commitment to environmental, social, and governance principles. This sustainability focus can be leveraged to align with environmentally-conscious clients or organizations.

Talent Acquisition Bringing on individuals like Neela Hummel, who started as an intern and grew within the firm, illustrates Abacus Wealth Partners' investment in talent development. This emphasis on nurturing talent presents opportunities for recruiting top talent or offering career advancement paths to potential clients' employees.

Abacus Wealth Partners Tech Stack

Abacus Wealth Partners uses 8 technology products and services including UserWay, Twitter Emoji (Twemoji), Pardot, and more. Explore Abacus Wealth Partners's tech stack below.

  • UserWay
    Accessibility
  • Twitter Emoji (Twemoji)
    Font Scripts
  • Pardot
    Marketing
  • Priority Hints
    Performance
  • SiteGround
    Platform As A Service
  • reCAPTCHA
    Security
  • Cloudflare Bot Management
    Security
  • Google Tag Manager
    Tag Management

Abacus Wealth Partners's Email Address Formats

Abacus Wealth Partners uses at least 1 format(s):
Abacus Wealth Partners Email FormatsExamplePercentage
First@abacuswealth.comJohn@abacuswealth.com
74%
FLast@abacuswealth.comJDoe@abacuswealth.com
11%
First.Last@abacuswealth.comJohn.Doe@abacuswealth.com
11%
FirstLast@abacuswealth.comJohnDoe@abacuswealth.com
4%

Frequently Asked Questions

Where is Abacus Wealth Partners's headquarters located?

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Abacus Wealth Partners's main headquarters is located at 429 Santa Monica Blvd Suite 500 Santa Monica, California 90401 US. The company has employees across 2 continents, including North AmericaEurope.

What is Abacus Wealth Partners's phone number?

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You can contact Abacus Wealth Partners's main corporate office by phone at +1-424-229-6740. 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's stock symbol?

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

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

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

How much revenue does Abacus Wealth Partners generate?

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As of July 2024, Abacus Wealth Partners's annual revenue reached $35M.

What is Abacus Wealth Partners's NAICS code?

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Abacus Wealth Partners's NAICS code is 52 - Finance and Insurance.

How many employees does Abacus Wealth Partners have currently?

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As of July 2024, Abacus Wealth Partners has approximately 79 employees across 2 continents, including North AmericaEurope. Key team members include Chief Operating Officer: J. L.Chief Investment Officer: T. H.Chief Information Officer: D. G.. Explore Abacus Wealth Partners's employee directory with LeadIQ.

What industry does Abacus Wealth Partners belong to?

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Abacus Wealth Partners operates in the Financial Services industry.

What technology does Abacus Wealth Partners use?

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Abacus Wealth Partners's tech stack includes UserWayTwitter Emoji (Twemoji)PardotPriority HintsSiteGroundreCAPTCHACloudflare Bot ManagementGoogle Tag Manager.

What is Abacus Wealth Partners's email format?

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Abacus Wealth Partners's email format typically follows the pattern of . Find more Abacus Wealth Partners email formats with LeadIQ.

When was Abacus Wealth Partners founded?

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Abacus Wealth Partners was founded in 1988.
Abacus Wealth Partners

Abacus Wealth Partners

Financial ServicesCalifornia, United States51-200 Employees

We help you make the best use of your financial resources, freeing your time to enjoy what matters most in life. We show you where you are, protect you from financial dangers, create a roadmap for your future, manage your investments, and provide advice that touches every area of your life.

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

Section iconCompany Overview

Headquarters
429 Santa Monica Blvd Suite 500 Santa Monica, California 90401 US
Phone number
+1-424-229-6740
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
1988
Employees
51-200

Section iconFunding & Financials

  • $10M$50M

    Abacus Wealth Partners's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Abacus Wealth Partners's revenue is in the range of $10M$50M

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