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Abacus Wealth Partners competitors & alternatives
The 12 closest competitors and alternatives to Abacus Wealth Partners among asset management companies — ranked by similarity to what Abacus Wealth Partners actually does, not by market-cap band.
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About Abacus Wealth Partners
Abacus Wealth Partners is a wealth management firm with multiple physical office locations that serves clients across numerous states.
Abacus Wealth Partners at a glance
Abacus Wealth Partners is an asset management company headquartered in United States. Xcout tracks 14 named people at Abacus Wealth Partners, including Neela Hummel (CEO). Xcout recorded 2 job postings from Abacus Wealth Partners in the last 90 days.
Abacus Wealth Partners leadership
- Neela HummelCEO
- Jorge PaganínCFO, Chief Compliance Officer & Chief Operations Officer
- Lindsey Woodward RafkindCo-Chief Investment Officer
- Matt RiveraCo-Chief Investment Officer
- Brent KesselCo-Founder & Financial Advisor
- Spencer ShermanCo-Founder & Financial Advisor
8 more named people on record for Abacus Wealth Partners, with roles, board committees and tenure — see the full roster →
Hiring at Abacus Wealth Partners
Xcout recorded 2 job postings from Abacus Wealth Partners in the last 90 days, from a hiring record Xcout has kept since July 2026.
The weekly hiring trend, the roles and locations behind it — see Abacus Wealth Partners's hiring signals →
Top 12 Abacus Wealth Partners competitors
Ranked by semantic similarity — how close each company is to Abacus Wealth Partners by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar asset management company
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.
Similar asset management company
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.
Similar asset management company
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.
Similar asset management company
CG Financial Services is an independent financial advisory firm built on objective wealth management advice, operating multiple regional office locations.
Similar asset management company
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.
Similar asset management company
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.
Similar asset management company
EP Wealth Advisors is an independent financial services firm headquartered in Torrance, California, offering wealth management, tax planning, and financial advisory services.
Similar asset management company
Focus Financial Partners is a wealth-management partnership that provides capital, operational support, and business resources to independent registered investment advisors and other financial advisory firms. Its partner firms serve individuals, families, institutions, and businesses with investment management, financial planning, and related advisory services.
Similar asset management company
Mercer Advisors is a fee-based registered investment adviser that provides comprehensive wealth management and family office services. Its offerings include financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and corporate trustee services.
Similar asset management company
Ballentine Partners is an independent wealth management and multi-family office firm that provides investment management, financial planning, and related advisory services. It serves high-net-worth individuals, families, and family offices.
Similar asset management company
Venturi Private Wealth is a wealth management firm that provides financial services to families with complex wealth. The firm is headquartered in Austin, Texas, with additional offices in Oklahoma City.
Similar asset management company
Allworth Management Holdings provides comprehensive wealth management and financial planning services for individuals, families, and employers. The company offers customized investment management, tax planning, estate planning, insurance services, and 401(k) solutions through a fee-based fiduciary model.
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