RIA+

← RIA+12 feb · 45 min

Differentiation by Design: One-on-one with Abacus Wealth Partners' Neela Hummel

Differentiation by Design: One-on-one with Abacus Wealth Partners' Neela Hummel12 feb45 min

While there are thousands of RIAs, only a small portion have truly differentiated their businesses and their "why" in a way that allows them to create a unique brand identity. Abacus Wealth Partners, led by CEO Neela Hummel, has grown to over $3 billion in AUM by ensuring the firm - no matter how large it becomes - stays true to its core values and identity. Abacus was the first certified B-Corp in financial services, and Neela shares with Emigrant's Mark Bruno how this has allowed the firm t...