The Abacus Family

We met our client through a word-of-mouth referral from an existing Abacus user. He is a professional investor whose game is twofold: sourcing deals for his own personal investment and finding investors for the deals he originates. He holds public equities and many individual investments across companies and real estate.

Tracking was done in Excel, far from ideal. Beyond that, he wanted access to a broader network to share deal flow and hear what other sophisticated investors were doing.

He was able to take advantage of our Abacus Rolodex, a curated group of private clients, family offices, and institutions that is ~$68 billion strong (as of April 2026) and growing, all looking for deal flow and co-investors. For any client tracking their wealth with an Abacus seat ($10k/year), the Rolodex is completely free. We connect members across VC, PE, and real estate. Importantly, we do not vet or recommend deals. We simply help you get in front of others in the Abacus family who love what they do and want to share it.

If you are a deal junkie, this is the place for you. Private events, introductions, meet-ups, and golf outings are all part of the community. Our Rolodex members love it as much as the software.

Our client owns an industrial business that represents 60% of his balance sheet. Outside of that, he holds public equities and gold.

His wealth is hyper-concentrated in a single operating business, yet he had no sophisticated way to track his balance sheet as he began diversifying. His only tool was a three-statement Excel model on his laptop.

We onboarded him and now track all valuation updates to his company, displaying a concentration chart so he can watch his diversification improve over time. Everything is laid out in a way that logically documents his entire net worth and where his wealth is held, were he ever to pass.

Many business owners have built an entire kingdom in one asset. Diversifying out of that asset is hard if you have no way of tracking your full wealth picture. Having a consolidated view, a list of custodians, and a plan for succession is one of the biggest advantages Abacus provides.

A large RIA using a legacy provider for public equities tracking and trading. Two problems: they were frustrated with the legacy platform’s monitoring and reporting capabilities, and their clients were increasingly demanding alternative investments, something the legacy system simply could not handle.

The RIA was built for public equities. But today’s wealth wants alternatives, and their legacy system had no credible answer.

This is exactly why we are not an empty-shelf software. We deployed our White Glove Services team to work directly within the legacy system to ensure completeness, while simultaneously mirroring everything inside Abacus and building a live data pipe between the two platforms. Our WGS team received view-only access to every alternative investment across the RIA’s client base and took full ownership of K-1 collection, quarterly updates, and IRR tracking. The legacy system stays in place for trading. Abacus becomes the source of truth for everything else.

The RIA never has to touch alternatives tracking in their legacy system again. No additional headcount. No client portal logins. They open Abacus, everything is current, and they get back to growing their business.

One of our existing RIA clients was moving upmarket toward larger, family office-style relationships. They called us asking whether they could pitch a prospective client on Abacus as a differentiator. We said yes. The target was a retired real estate private equity partner with 7 to 10 custodians, legacy carried interest across numerous deals, and a wide range of real estate development projects he was still actively managing in retirement.

The RIA needed a way to stand apart from a competitive field. Their answer was asset tracking: “You can see everything in one place, and we will make sure, with our partner Abacus, that it stays current for you.”

The client onboarded with both the RIA and Abacus. He was genuinely surprised by what he saw. We now track all of his real estate deals, public equities, and fixed income, with his advisors permissioned to see the complete picture. The RIA passed the $10k per seat cost through to the client in this case, although in some cases we charge the end client directly.

For RIAs trying to win larger, more complex relationships, Abacus is a genuine differentiator. The economics are flexible. We only care that the seat is covered. What you do with your client relationship and your P&L is entirely up to you.

We reached this RIA through a cold email, followed by a response, a 30-minute demo, and a few diligence calls. They were satisfied with their existing public equities platform and were not looking to replace it. But several of their largest clients had complex, alternatives-heavy portfolios that demanded something more. Rather than fight for the whole book, we started where the need was sharpest, and they referred us to their most complex clients one at a time.

This RIA did not need a new public equities system. They needed a way to serve clients whose wealth extended well beyond what their current platform could see.

The RIA is now rolling Abacus out to all of their family office-style clients and absorbing the cost on their P&L. Their thesis: full balance sheet visibility converts AUA (Assets Under Advisory) into AUM (Assets Under Management). We also built a portfolio comparison tool within Abacus, so advisors can show clients exactly how their managed assets are performing relative to everything else they own.

Your clients hold more wealth than they have told you about, and much of it is likely being mismanaged. Full balance sheet visibility through Abacus makes you a better advisor and gives you a credible path to managing more of what matters.

A newly formed RIA built by a team of experienced advisors who brought a substantial book of business with them from day one. Their custody is entirely through Schwab and Fidelity, and the book is predominantly public equities. A handful of clients have alternative exposure, but it is not the firm’s primary focus.

Their existing monitoring platform charged by the account, and at their scale it was getting expensive fast. They were overpaying for capabilities they did not need.

Abacus is cheaper. We extended this RIA a program we now offer more broadly: 200 accounts per $10k seat. They connected all of their Schwab and Fidelity accounts, kept their prior platform only for trading and rebalancing, and moved all monitoring and reporting to Abacus.

Do not overpay to track public equities and fixed income. One Abacus seat handles up to 200 accounts, freeing up budget for the things that actually grow your firm.