Abacus

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

110 E Broward Blvd Ste 1704, Fort Lauder...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
1
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1

About Abacus

Abacus Capital Advisors is a research-driven firm specializing in wealth management, investment strategies, and personalized financial planning services for high-net-worth families and entrepreneurs. The company focuses on providing transparent and objective advice through highly customizable investment portfolios, emphasizing individual security selection over traditional funds and ETFs. Their services are designed to improve risk management and reduce costs associated with management fees. Abacus proudly serves clients across North and South America and Europe.Explore more
Abacus's Social MediaPopular SearchesAbacus CorpAbacusAbacus Capital AdvisorsAbacus Capital Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Abacus Org Chart

PhoneEmail
RH
United States flag for contact location.

Financial Advisor

PhoneEmail
BM
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Abacus

<$5M
1-10
Private
-
2020
RH
Roy H.Financial Advisor
$7.6M
1-10
Private
-
2022
MH
Melissa HicksGroup Director, Investment Operations & Client Services
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$6.9M
11-50
Private
-
2002
SR
Steven RothfieldChief Financial Officer & Development Executive
<$5M
11-50
Private
-
2008
N/A
<$5M
1-10
Private
-
2011
AW
Allyssa WallerSales & Marketing Specialist
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Abacus is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Abacus is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Abacus.

Abacus Tech Stack

A closer look at the technologies used by Abacus

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Frequently Asked Questions Regarding Abacus

What is Abacus's official website?
Abacus's official website is www.abacuscapitaladvisors.com
What is Abacus's Revenue?
Abacus's revenue is <$5 Million
What is Abacus's SIC code?
Abacus's SIC: 62,628
What is Abacus's NAICS code?
Abacus's NAICS: 52,523
How many employees does Abacus have?
Abacus has 1-10 employees
What industry does Abacus belong to?
Abacus is in the industry of: Finance, Securities Trading
What is Abacus competition?
Abacus top competitors include: Zenith Investment Management, Cornerstone Advisory, Galleon Wealth Management, Appaloosa Wealth Management
What technology does Abacus use?
Some of the popular technologies that Abacus uses are: LiveRamp, Sentry, Cloudflare CDN, OpenX Ad Exchange
What does Abacus do?

Abacus Capital Advisors is a research-driven firm specializing in wealth management, investment strategies, and personalized financial planning services for high-net-worth families and entrepreneurs. The company focuses on providing transparent and objective advice through highly customizable investment portfolios, emphasizing individual security s... election over traditional funds and ETFs. Their services are designed to improve risk management and reduce costs associated with management fees. Abacus proudly serves clients across North and South America and Europe.Read More

What are Abacus social media links?
Abacus Linkedin page
Is Abacus a public company?
Abacus is private company therefore does not currently have an official ticker symbol
See more information about Abacus

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