Exclusively for Ultra-High-Net-Worth Individuals & Their Families
A Private Club for Wealth Clarity
Abacus delivers clean, automated reporting paired with white-glove human oversight for individuals to curate, monitor, and steward their complete financial landscape with the discretion it deserves.
Capabilities
Crafted for Excellence
Bespoke Portfolio Architecture
A fully customizable framework with modular plugins, tailored to the unique composition of your wealth.
Track the Entire Balance Sheet
A unified view of public equities, fixed income, operating bank accounts, private equity, venture capital, direct company investments, real estate, art, and more.
Real-Time Market Intelligence
Live market data and proprietary analytics delivered with the precision your decisions demand.
Concierge Services — Abacus White Glove Team
We are more than a software. Our in-house former Family Office accounting team will do all of the monitoring, tracking, and reporting for you—they are your outsourced bookkeeper for your personal financials.
Vault-Grade Security
Double encryption at both the application and database layers, secure S3 document storage, annual SOC-2 audits, and a platform built with security top of mind from day one.
Tailored Reporting
Custom portfolio insights and performance analytics, presented with clarity and elegance.
How It Works
Abacus White Glove Team
We serve you like your private club, but just happen to provide you a critical technology product.
Our in-house team of former Family Office accountants will do all the heavy lifting and button pushing to track your wealth, including alternative investments and your operating business, for no extra cost.
Current: Snapshot
Within 48 hours of signing a contract, our team builds a global asset map, framing exactly what your balance sheet looks like at a high level for your approval.
Future: CFO for your Personal Life
We then set up mechanisms to track the future, hooking up your bank accounts to automatically feed, getting in touch with the right alternative managers and sites, and even meeting your operating company controllers to make sure we can update everything for you.
Historical: Performance
To ensure your historical performance is captured, we dig in deep to what has happened before, filling in the details of your wealth history.
Our Promise
Founded on Trust & Security
Our entire management team and ownership came from family offices. We endeavor to serve you perfectly, and that starts with top-tier trust.
We promise to never sell your data. Period. No exceptions.
Database Security
Our database backups and sensitive data are stored in AWS S3 buckets configured with enterprise-grade security: private by default with Block Public Access enforced, least-privilege IAM policies, automatic server-side encryption (SSE-S3), and comprehensive access logging for continuous monitoring and auditability.
Data Transfer Security
All data transfers to and from our AWS S3 buckets are secured in transit using TLS 1.2+ (enforced via bucket policies denying non-secure connections). Sensitive payloads are further protected with hybrid encryption: 2048-bit RSA for key exchange and AES-256-CBC for content, ensuring end-to-end confidentiality before reaching AWS infrastructure.
Session Security
User sessions on our website are secured using advanced remote browser isolation technology. This executes browsing activity in a secure, remote environment, delivering only a sanitized visual stream to the user's device—no DOM exposure, no code execution on the endpoint. It prevents session takeovers, malware infections, malicious extensions, bots, token theft, and data leakage.
“True wealth is not merely accumulated; it is thoughtfully preserved and wisely stewarded.”
About Abacus
The Private Club for Wealth Clarity
Abacus is owned and run by individuals who have spent their careers in family offices—within their own families or as executives. We built the product to serve the end-client perfectly. This is why we are not just a software; we have the Abacus White Glove Team to do the accounting and monitoring work for our ultra-high-net-worth clients. We are entering the largest generational wealth transfer in history, and Abacus has intentionally built a customized reporting software to service each and every private client as they enter those waters.
Our clients come from incredibly diverse backgrounds of wealth creation and they have equally diverse opinions on wealth interpretation. The core thesis behind our technology implementation is flexibility analysis of complex data. Our clients will have hundreds if not thousands of documents and data connections that represent a cumulative definition of their wealth. Our goal is to collect and index their wealth documents into our relational database and then expose to the clients the tools of their choosing to analyze that complex data. This is achieved via a diverse and custom library of plugins, where each plugin allows for a specific analysis of complex data.
This is why our client base ranges from $10 millionaires with operating businesses to multi-billion dollar family offices and RIAs looking for complex reporting. For all of these clients, we provide a flat fee, software-plus-service model, tracking their wealth and providing top-tier accounting, monitoring, and reporting. Join the Abacus Family today.
Joining the Family Has Benefits
Abacus Documentation
We have built in-line storage of documents inside your Abacus, meaning you will never lose another K-1 or Real Estate Appraisal again.
Abacus Estate Vault
When you leave your family behind, they won't be lost. Craft a step-by-step plan for your posterity of how to get up to speed on your entire balance sheet, all in one place, in collaboration with your trust and estate lawyers.
Abacus Second Brain
Due to our cutting-edge relational database and Abacus AI/Machine Learning team, we are able to craft for clients a bespoke AI interface to chat with their documents—all of their documents—across their entire financial landscape.
What If?
The Abacus Second Brain allows our clients to quickly query what-if analyses about their wealth. "What if my alts grow at 12% for 5 years?" "When is my next liquidity check coming due?"
Abacus Rolodex
We don't charge for anything else. Just track your reporting with us, and the Rolodex is yours.
Technology in service of stewardship.
Crafted with discretion by our team in New York, Chicago, Miami, Denver, San Diego, with international capabilities in Europe and Asia.