Abacus Wealth Partners
An Executive Assistant role supporting a CEO of a values-driven financial planning firm, focusing on strategic calendar management, travel coordination, communication, meeting support, and maintaining confidentiality.
Headquarters
Santa Monica, California, United States
Company Size
51-200 employees
Founded
2004
Abacus Wealth Partners is a financial advisory and wealth management firm that helps clients make the best use of their financial resources so they can spend more time on what matters. They create innovative, values-aligned financial plans that aim to make the world more prosperous, diverse, sustainable, inclusive, and kind. Abacus provides personalized financial planning, investment management, and fiduciary guidance for individuals and families seeking a holistic, mission-driven approach. Their guiding promise is summed up by the tagline: "Expanding what's possible with money."
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Abacus Wealth Partners.
Right around the average for this role