About Abacus Wealth Partners
Abacus Wealth Partners is an independent, fee-only, SEC-Registered Investment Adviser and Certified B Corporation helping individuals and families expand what's possible with money. Founded by co-founders Brent Kessel and Spencer Sherman who shared a vision for financial planning as a catalyst for living a more richly fulfilling life, Abacus has grown from seven to over 60 employees with over $3 billion in assets under management. As a founding B Corporation and one of the first investment advisory firms to receive B Corp certification, Abacus meets high standards of verified social and environmental performance, using business as a force for good.
The firm is 100% employee-owned, with more than twenty partners - over half of whom are women - and has invested over $30 million globally in social impact enterprises. Abacus and its employees have donated over $1.7 million to charity, reflecting their commitment to values-aligned financial decisions. The firm operates with core values of serving others, listening deeply and speaking with care, bringing genius, and enjoyment, while helping engineer two of the largest environmentally-screened mutual funds in the world. Their team-based approach ensures clients benefit from diverse skills while providing continuity and comprehensive support.
FAQs
- Who is the CEO of Abacus Wealth Partners?
- Neela Hummel is the CEO.
- What industries or markets does Abacus Wealth Partners operate in?
- Abacus Wealth Partners operates in the following markets: Wealth Management, Registered Investment Advisory (RIA), Financial Planning, Investment Management, Fee Only Advisory Services, Sustainable Investing (ESG), Impact Investing, Retirement Planning, Family Office Services, and Socially Responsible Mutual Funds.
- How many employees does Abacus Wealth Partners have?
- Abacus Wealth Partners has 51-200 employees.
- Where does Abacus Wealth Partners have employees?
- Abacus Wealth Partners has employees in United States.
- Is Abacus Wealth Partners hiring?
- Yes, Abacus Wealth Partners has 1 open remote job.
- Does Abacus Wealth Partners support remote work or working from home?
- Yes, Abacus Wealth Partners is a remote-friendly company.
- What employee benefits does Abacus Wealth Partners offer?
- Abacus Wealth Partners provides 6 benefits to their employees.
- Does Abacus Wealth Partners offer a four-day work week?
- No, Abacus Wealth Partners does not offer a four-day work week.
- Is Abacus Wealth Partners transparent about salaries?
- Yes, Abacus Wealth Partners practices salary transparency, often including salary or compensation ranges in their job posts. They provide salary data for 1 role.
- What is Abacus Wealth Partners's tech stack?
- Abacus Wealth Partners has 3 technologies in their tech stack.
- What is Abacus Wealth Partners's website?
- Abacus Wealth Partners's website is abacuswealth.com.
United States