Abbey Street
Abbey Street is a Minnesota-based independent Registered Investment Advisor providing private wealth management for individuals and families and retirement plan consulting for businesses, using its Wealthview financial planning platform for real-time scenario modeling.
- Company typePrivate
- Founded2018
- HeadquartersEden Prairie, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Abbey Street does
Abbey Street is a privately held Registered Investment Advisor (RIA) founded in 2018 and headquartered in Eden Prairie, Minnesota, providing private wealth management and retirement plan services to businesses and families. The firm operates two integrated service lines: Private Wealth Management for individuals and families (covering investment management, cash flow, retirement, estate, education, tax, philanthropic, and risk planning) and Retirement Plan Services for businesses (covering fiduciary services, independent investment advisory, plan consulting, service provider management, and participant engagement).
The firm's core technology is Wealthview, a financial planning platform used to model client scenarios in real time. Wealthview underpins both service lines, enabling consolidated planning, scenario analysis, and visualization of financial outcomes across budgeting, retirement income, tax strategy, and estate considerations. The platform is described as Abbey Street's proprietary process and technology, distinguishing it from peers relying on generic planning tools.
Abbey Street earns revenue through fee-based advisory engagements typical of independent RIAs, most likely structured around assets under management and/or flat or hourly fees. Distribution is direct and relationship-driven, with no disclosed partnerships, channels, or institutional sales infrastructure. The company employs 1-10 people, is registered with the SEC, operates as an LLC, and serves clients primarily in the Minnesota region. The firm has not disclosed revenue, funding rounds, or external ownership.
Abbey Street firmographics
Firmographics- Name
- Abbey Street
- Legal name
- Abbey Street, LLC
- Website
- https://abbeystreet.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Abbey Street is a Minnesota-based independent Registered Investment Advisor providing private wealth management for individuals and families and retirement plan consulting for businesses, using its Wealthview financial planning platform for real-time scenario modeling.
- Ownership category
- akta.pro rank
Abbey Street industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Investment Management Advisory (RIA) (FSAEAAAB)
Keywords
Where Abbey Street is headquartered
LocationHeadquarters
- HQ city
- Eden Prairie
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Abbey Street business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
Revenue model
- Financial Advisory Services: Abbey Street operates as a Registered Investment Advisor (RIA) providing fee-based financial advisory services. The firm offers private wealth management for individuals and families, and retirement plan consulting services for businesses. Revenue is generated through advisory fees, likely based on assets under management or flat/hourly fee structures typical of independent RIAs.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
Abbey Street product offering
Product offeringCore offering
Abbey Street is an independent Registered Investment Advisor (RIA) providing private wealth management for individuals and families and retirement plan consulting for businesses. The firm delivers comprehensive financial planning including investment management, cash flow, retirement, estate, education, tax, and philanthropic planning through its proprietary Wealthview planning platform. As an independent fiduciary, Abbey Street provides unbiased advice without product sales conflicts of interest.
Product overview
Abbey Street is a Registered Investment Advisor (RIA) providing private wealth management and retirement plan services through two integrated service lines. The Private Wealth Management offering uses Wealthview, Abbey Street's proprietary planning technology, to deliver comprehensive financial planning including investment management, retirement planning, estate planning, tax collaboration, and education planning. The Retirement Plan Services offering provides consulting to businesses covering fiduciary services, independent investment advisory, plan design, service provider selection, and participant engagement. The two service lines share the same planning methodology and technology platform, enabling coordinated advice for both individual and corporate clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Private Wealth Management Comprehensive wealth management services for individuals and families using a well-established planning process. Includes investment management, cash flow management, retirement planning, estate planning, education planning, tax collaboration, and philanthropic planning delivered as a unified advisory engagement.
- Retirement Plan Services Retirement plan consulting services for businesses, including professional fiduciary services, independent investment advisory, plan consulting, service provider management, and participant engagement for qualified retirement plans such as 401(k)s.
Companies that use Abbey Street
Customer profileSegments2 records
Ideal customer profiles2 records
Abbey Street technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Abbey Street partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights2 records
Abbey Street competitors and assessment
Company assessmentDirect peers
- Moneta Group: Large independent, fee-only RIA serving high-net-worth individuals and corporate retirement plans. Highly comparable to Abbey Street because it combines private wealth management with retirement plan consulting under a fiduciary model, though at substantially greater scale.
- Wealth Enhancement Group: Minneapolis-area independent RIA offering comprehensive wealth management and retirement plan services. Directly comparable to Abbey Street due to overlapping Twin Cities market, similar integrated service lines, and values-driven fiduciary positioning.
- Carson Wealth: National RIA platform serving individuals, families, and corporate retirement plans with a planning-centric approach. Comparable to Abbey Street in combining wealth management and retirement plan advisory services under a fiduciary standard.
- Creative Planning: Large independent, fee-only RIA providing comprehensive wealth management, retirement plan, and estate planning services. Comparable to Abbey Street in offering integrated fiduciary services across personal wealth and corporate retirement plans.
- Buckingham Strategic Wealth: Independent, fee-only RIA focused on evidence-based investment management and financial planning for individuals and retirement plans. Directly comparable to Abbey Street's fiduciary, planning-led advisory model.
- Mercer Advisors: National RIA offering comprehensive wealth management and retirement plan services to households and businesses. Comparable to Abbey Street in combining personal financial planning with corporate retirement plan consulting under a fiduciary structure.
Broad incumbents
- Edelman Financial Engines: One of the largest independent RIAs, combining traditional wealth management with retirement plan participant advice. Comparable to Abbey Street on the retirement plan side, though substantially larger and more diversified.
- Mariner Wealth Advisors: National wealth management firm offering advisory, retirement plan, tax, and estate services. Overlaps with Abbey Street's integrated service offering but operates at much greater scale and geographic breadth.
Emerging players
- Facet Wealth: Tech-enabled, flat-fee financial planning and wealth management firm targeting mass-affluent households. Comparable to Abbey Street in serving individuals and families through a planning-first model, but differentiated by a digital delivery model and broader geographic reach.
Others
- Kestra Financial (Kestra Holdings): Wealth management platform whose independent advisor channel is the back-office custodian and OSJ for Abbey Street's client portal (emaplan.com/ema/kestra/abbeystreet). Relevant as an enabling infrastructure partner rather than a direct competitor.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Abbey Street social profiles
Digital presenceAbbey Street financial estimates
Financial estimateRevenue estimate
Valuation estimate
Abbey Street leadership team
Management profileNumber of profiles
Profiles7 records
Abbey Street funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Abbey Street M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Abbey Street
What does Abbey Street do?
Abbey Street is an independent Registered Investment Advisor (RIA) providing private wealth management for individuals and families and retirement plan consulting for businesses. The firm delivers comprehensive financial planning including investment management, cash flow, retirement, estate, education, tax, and philanthropic planning through its proprietary Wealthview planning platform. As an independent fiduciary, Abbey Street provides unbiased advice without product sales conflicts of interest.
Is Abbey Street a public or private company?
Abbey Street is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Abbey Street founded?
Abbey Street was founded in 2018. It employs 1 to 10 people.
Where is Abbey Street based?
Abbey Street is headquartered in Eden Prairie, United States, in the North America region.
How does Abbey Street make money?
One revenue line is on record: financial Advisory Services.
Who are Abbey Street's main competitors?
Direct peers on record are Moneta Group, Wealth Enhancement Group, Carson Wealth, Creative Planning, Buckingham Strategic Wealth and Mercer Advisors. Broad incumbents are Edelman Financial Engines and Mariner Wealth Advisors. Facet Wealth is listed as an emerging player. Kestra Financial (Kestra Holdings) is listed as an others.
Does Abbey Street have an API?
No public API is recorded for Abbey Street.
What industry is Abbey Street in?
Abbey Street's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAE, Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers). Its NAICS code is 523940 and its SIC code is 6282.