Insights

Growth recognition Abound Wealth Management has been highlighted as a fast-growing fee-only RIA and recognized by USA Today as a top financial advisory firm, signaling momentum and credibility that can be leveraged to initiate strategic outreach to high-net-worth clients and potential referral partners.

ETF activity Recent investments into SPDR Nuveen ICE Municipal Bond ETF and Schwab U.S. TIPS ETF indicate a tilt toward fixed income and inflation-protection strategies, presenting an opportunity to discuss comprehensive advisory services that optimize tax-efficient, bond-heavy portfolios.

Mid-market focus With a team size of 11-50 and revenue in the multi-million range, Abound sits in the mid-market advisory segment, suggesting a sales angle focused on scalable wealth management solutions, fiduciary services, and technology-enabled client experiences.

Tech-enabled A tech stack including HubSpot Analytics, WordPress, Canva, Adobe Creative Cloud, and CRM/email tools points to an openness to partnerships around client experience automation, marketing operations, and scalable onboarding solutions that improve efficiency and engagement.

Competitive landscape Operating in the same arena as large incumbents (Schwab, Fidelity, Merrill) but with a smaller team, Abound may value targeted partnerships for back-office support, investment research, or outsourced compliance to accelerate growth without sacrificing fiduciary standards.

Similar companies to Abound Wealth Management

Abound Wealth Management Tech Stack

Abound Wealth Management uses 8 technology products and services including HubSpot Analytics, Adobe Creative Cloud, Canva, and more. Explore Abound Wealth Management's tech stack below.

Abound Wealth Management's Email Address Formats

Abound Wealth Management uses at least 2 email formats:
Abound Wealth Management Email FormatsExamplePercentage
First@aboundwealth.comJohn@aboundwealth.com
82%
First.Last@aboundwealth.comJohn.Doe@aboundwealth.com
18%

Frequently Asked Questions

What is Abound Wealth Management's official website and social media links?

Minus sign iconPlus sign icon
Abound Wealth Management's official website is aboundwealth.com and has social profiles on LinkedIn.

How much revenue does Abound Wealth Management generate?

Minus sign iconPlus sign icon
As of September 2026, Abound Wealth Management's annual revenue is estimated to be $25M - $50M.

What is Abound Wealth Management's NAICS code?

Minus sign iconPlus sign icon
Abound Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Abound Wealth Management have currently?

Minus sign iconPlus sign icon
As of September 2026, Abound Wealth Management has approximately 39 employees across 1 continents, including North America. Key team members include Principal, Financial Advisor: E. H., Compliance Associate: L. L. and Associate: A. C. Explore Abound Wealth Management's employee directory with LeadIQ.

What industry does Abound Wealth Management belong to?

Minus sign iconPlus sign icon
Abound Wealth Management operates in the Financial Services industry.

What technology does Abound Wealth Management use?

Minus sign iconPlus sign icon
Abound Wealth Management's tech stack includes HubSpot Analytics, Adobe Creative Cloud, Canva, WordPress, Redis, Amazon Simple Email Service, Microsoft 365 and WP Engine.

What is Abound Wealth Management's email format?

Minus sign iconPlus sign icon
Abound Wealth Management's email format typically follows the pattern of First@aboundwealth.com. Find more Abound Wealth Management email formats with LeadIQ.

When was Abound Wealth Management founded?

Minus sign iconPlus sign icon
Abound Wealth Management was founded in 2016.
Abound Wealth Management logo

Abound Wealth Management

Financial ServicesTennessee, United States11-50 Employees

Abound Wealth Management is a financial services firm based in Franklin, Tennessee, focused on protecting and growing client wealth through a forward-looking approach. The firm emphasizes helping clients pursue their best life by aligning wealth management with personal goals, balancing risk and opportunity to support long-term financial security. Serving individuals and families, the company seeks to address planning and investment needs that enable clients to focus on their priorities rather than day-to-day financial concerns. In the broader financial services industry, Abound positions itself as a boutique advisory option within a field dominated by larger firms, offering a fee-conscious, independent perspective. The organization operates from its Franklin location and has grown to a professional team serving the local market, with recent activity highlighting participation in ETF-related developments and exposure to different asset classes.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Abound Wealth Management's revenue is estimated to be in the range of $25M - $50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.