Real Leaders

Abacus Wealth Partners

Ranking: 69

Industry: Financial Services

Mission: A financial services company that connects money with values, empowering people with the possibility of their finances. They help clients pursue sustainable investing and shift capital towards the most environmentally responsible corporations. Additionally strive to support micro-entrepreneurs by helping millions of people fund businesses that help alleviate poverty.

What 3 words best describe your company culture?

Innovative, Collaborative, Quirky

What quote best exemplifies your company?

“Expanding what’s possible with money.”

How is your product or service having a positive social and/or environmental impact?

Values-aligned investing is not an “opt-in” at Abacus. We believe that every investment has an impact and that it’s a violation of fiduciary duty to not consider impact risks and opportunities. As a B-Corp, Abacus is committed to using business as a force for good. We strive to be a positive force in the world, and are committed to continual social and environmental justice work.

What is your company’s vision for the future?

At Abacus, we expand what’s possible with money. To fully realize what’s possible with money, we connect money with values. We serve people from diverse backgrounds and with differing financial means. Our culture of humanity and caring creates truly impactful connections. By empowering people with the possibilities for their money, we enhance our client’s experience in the here and now, not just in the future.

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