Abacus Wealth Partners

HQ
Santa Monica
Total Offices: 4
76 Total Employees
Year Founded: 1988

Abacus Wealth Partners Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers supplemental life insurance

Offers disability insurance

Offers charitable contribution matching

Provides adoption assistance

Offers generous parental leave

Provides family medical leave

Offers company equity

Offers dental insurance

Offers health insurance

Offers mental health benefits

Offers dependent care

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers Health Savings Account (HSA)

Company Culture

Provides commuter benefits

Provides free snacks and drinks

Office is pet friendly

Provides a mobile phone discount

Utilizes a flexible work schedule

Offers a remote work program

Offers diversity-based Employee Resource Groups

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid holidays

Provides bereavement leave

Offers paid volunteer time

Provides paid sick days

Offers unpaid extended leave

Career Growth + Development

Provides customized development tracks

Job training & conferences

Provides tuition assistance

Offers apprenticeship programs

YesterdaySaved
In-Office
Santa Monica, CA, USA
Analytics • Financial Services
Lead company forecasting, analysis, and reporting. Build AI-driven automation and partner cross-functionally to improve processes and reporting. Ensure data accuracy via quality controls, perform revenue and fee analysis, maintain simple loan ledgers, and support general accounting tasks like vendor invoice and client fee processing. Deliver insights and recommendations to leadership to inform decisions.
15 Days AgoSaved
In-Office
San Carlos, CA, USA
Analytics • Financial Services
The Investment Analyst manages investment projects, conducts due diligence on managers, prepares performance reports, and coordinates data requests to align investment strategies with clients' goals.