Abacus Wealth Partners

TFO Wealth Partners provides wealth management, family office services, investment advisory and management, estate and tax planning coordination, and corporate retirement plan services. The firm serves high-net-worth individuals, families, and business owners.

Abacus Global Management, Inc., established in 2004 and based in Orlando, Florida, operates within the United States as both an alternative asset manager and a market maker. The firm, set to officially transition its name from Abacus Life, Inc. in February 2025, organizes its business across five principal divisions. Its Active Management segment focuses on the procurement, divestiture, and exchange of policies, overseeing their administration until death benefits are released. The Originations segment specializes in brokering life insurance policy settlements, connecting investors or purchasers with original policyholders who are selling their policies. Through its Asset Management operations, the company delivers comprehensive asset management services to investors engaged in alternative investment and equity portfolio funds, all governed by fund investment agreements. Additionally, the Portfolio Servicing division provides contractual policy administration support to its clients. The Technology Services segment offers specialized, contract-based services specifically for the life insurance sector, such as real-time mortality checks and the verification of missing participants. Abacus distributes its various products and services through a range of channels, including financial advisors, agents, direct sales to consumers, and established intermediaries in the life settlements market.

Mariner Wealth AdvisorsAsset Management

68% matchAI 16/100 ▲Green 2/100 ▲

Mariner Wealth Advisors is a wealth management firm headquartered in Overland Park, Kansas, offering financial planning and investment advisory services across multiple U.S. locations.

CG Financial Services is an independent financial advisory firm built on objective wealth management advice, operating multiple regional office locations.

Cerity PartnersAsset ManagementUnited States

67% matchAI 8/100 ▼Green 0/100

Cerity Partners provides comprehensive wealth management and financial advisory services. The company serves individuals, families, corporations, and institutions with solutions including financial planning, tax preparation, investment management, and retirement plan consulting.

Modera Wealth ManagementAsset Management

66% match

Modera Wealth Management is a fee-only, fiduciary financial advisory firm delivering personalized financial planning services. The company serves clients across multiple offices along the East Coast of the United States, including locations in North Carolina and Pennsylvania.