Insights
The Abacus Blog
Thought leadership in the CEO's voice on wealth tech, AI, and the structured data layer underneath every wealth management platform.
Why Wealth Tech Is Crowded — And Why None of It Solves the Real Problem
Every product in our category is a rendering on top of data somebody else assembled by hand. The data layer underneath is mostly empty, mostly manual, mostly held together by very expensive humans.
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The Hidden Labor Underneath Every Wealth Management Platform
The structured database of a family's financial life exists today — built by $100K analysts, $500/hr CPAs, and principals logging into GP portals at 11pm. The supply of qualified humans isn't keeping up with the complexity of weird assets.
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Your Dashboard Isn't the Product. The Data Underneath It Is.
Every wealth-tech dashboard fight is a fight over the wrong layer. The Snowflake lesson — separate the data from the rendering — is about to land on our category, and the firms that win the next decade will be the ones that own the structured database underneath, not the chart on top.
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Public vs. Private Markets: Why No Aggregator Does Both Well
Publics live in one world. Alts live in another. Reality lives in the gap — and that gap is where 90% of an UHNW family's actual balance sheet sits. A field guide to the wealth-data divide and why the convergence is finally inevitable.
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