Abacus Global Management, Inc. announced on August 12, 2025, a mutual minority investment with Dynasty Financial Partners. Dynasty, a leading provider of technology-enabled wealth management solutions for independent financial advisors, made a minority investment in Abacus. In turn, Abacus made a minority investment in Dynasty.
This strategic move deepens the existing partnership between the two firms, aligning their interests for future growth. Dynasty currently supports 57 Network Partner firms and manages over $105 billion in platform assets, providing Abacus with expanded access to a significant network.
The investment strengthens Abacus's capabilities in wealth management solutions and enhances its integrated technology and services offerings. This collaboration is expected to provide Abacus with additional 'firepower' to reach its next level of strategic growth.
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