Abacus Global Management
Abacus Global Management (NYSE: ABX) is a publicly traded alternative asset manager specializing in longevity-based financial products, managing approximately $3.6 billion in AUM across life settlements, asset-based finance, mortality data services, and wealth advisory. It serves institutional investors, individual retirees, RIAs, and pension plans through proprietary AI platforms LifeARC and MVerify.
- Company typePublic
- Founded2004
- HeadquartersOrlando, United States
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
What Abacus Global Management does
Abacus Global Management, Inc. (NYSE: ABX) is a publicly traded alternative asset manager specializing in longevity-based and lifespan-linked financial products. Founded in 2004 in New York City and now headquartered in Orlando, Florida, the company operates four integrated business divisions: Abacus Life Solutions (life insurance policy origination, evaluation, and management), Abacus Asset Group (alternative investments including asset-based finance), Abacus Intel (mortality data and technology services), and Abacus Wealth Advisors (wealth management). The company manages approximately $3.6 billion in assets under management, with its Longevity Income Funds segment reaching roughly $1 billion in AUM, nearly quadrupling year-over-year.
The company's core technology stack is anchored by two proprietary platforms. LifeARC™ is an AI-powered lifespan modeling platform that analyzes 20+ years of proprietary mortality, medical, and actuarial data to produce personalized retirement and estate planning models. MVerify® is a mortality verification solution that cross-references multiple death data sources (government registries, Social Security data, obituaries) to identify mortality events with 99% verified accuracy. The firm applies predictive analytics, generative AI, anomaly detection, and process automation across these platforms, with the proprietary longevity data serving as a competitive moat.
Abacus generates revenue through three primary streams: asset management fees from longevity-focused investment funds (subscription/recurring), life settlement origination and portfolio management transactions (asset management), and technology/data services sold to institutional clients such as pension plans and insurance companies (professional services). Full-year 2025 revenue was $235.2 million, a 110% year-over-year increase, with Q1 2026 revenue of $59.4 million up 34.6% year-over-year. Net income reached $36.53 million for FY2025, with annual ROE expanding to 19%. The customer base spans institutional investors (pension funds, endowments, family offices), individual retirees seeking longevity-based planning, financial advisors/RIAs, and pension plan administrators, served through direct institutional sales, strategic distribution partnerships (notably Manning & Napier's $18B AUM platform), and a conference-driven investor relations program.
Abacus Global Management firmographics
Firmographics- Name
- Abacus Global Management
- Legal name
- Abacus Global Management, Inc.
- Website
- https://abacusgm.com
- Company type
- Public
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Abacus Global Management (NYSE: ABX) is a publicly traded alternative asset manager specializing in longevity-based financial products, managing approximately $3.6 billion in AUM across life settlements, asset-based finance, mortality data services, and wealth advisory. It serves institutional investors, individual retirees, RIAs, and pension plans through proprietary AI platforms LifeARC and MVerify.
- Ownership category
- akta.pro rank
Abacus Global Management industry classification
Industry- Product category
- Alternative Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)
- SIC
- Finance Services (6199), Investment Advice (6282)
- akta.pro primary industry
- Insurance General Accounts (Institutional Asset Owners) (FSAAAGAG)
- akta.pro secondary industries
- Run-off Investment & Asset-Liability Management (ALM) for Legacy Books (FSAOAJAO), Managed Accounts & Unified Managed Accounts (UMAs) — Multi-Asset (FSAAAJAE)
Keywords
Where Abacus Global Management is headquartered
LocationHeadquarters
- HQ city
- Orlando
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Abacus Global Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Life Solutions: Life settlement origination and asset management, including policy acquisition, portfolio management, and advisory services. Revenue generated through asset management fees and policy transactions. In Q1 2026, Life Solutions segment generated $50.6 million in revenue.
- Asset Management Fees: Fee-related earnings from managing longevity-focused investment funds including life settlements, asset-based finance strategies, and other alternative asset products. Growth in fee-paying assets and AUM drives recurring revenue.
- Technology Services: Revenue from providing mortality verification, data analytics, and technology services to institutional clients including pension plans, insurance companies, and life settlements providers.
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Abacus Global Management product offering
Product offeringCore offering
Abacus Global Management is a publicly traded alternative asset manager that originates, manages, and distributes longevity-linked financial products across four divisions: Abacus Life Solutions (life settlement origination and management), Abacus Asset Group (asset-based finance strategies), Abacus Intel (mortality data and technology services), and Abacus Wealth Advisors (lifespan-based investment strategies for individuals and institutions). The firm operates ~$3.6 billion in AUM and leverages proprietary AI platforms (LifeARC and MVerify) to underwrite and manage mortality-driven, structurally uncorrelated assets.
Differentiator
Problem solved
Functional benefit
Brands
- LifeARC: Proprietary AI-powered lifespan modeling platform that uses 20 years of proprietary data to create personalized retirement and estate planning models for individual clients, positioning the company as the intelligence layer for lifespan-linked finance
- MVerify
- LMA Income II Fund
Products and services
- Abacus Life Solutions
- Abacus Asset Group
- Abacus Intel
- Abacus Wealth Advisors
Quantifiable outcome
- Q1 2026 revenue of $59.4 million, up 34.6% year-over-year
- +5 more outcomes
Companies that use Abacus Global Management
Customer profileNamed customers1 record
Segments5 records
Ideal customer profiles4 records
Abacus Global Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability7 records
Feature3 records
Abacus Global Management partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core and minor.
- Manning & NapiercoreAbacus Global Management acquired a $53 million minority equity stake in Manning & Napier, a wealth and asset management firm with approximately $18 billion in total AUM serving 3,400 clients. The partnership includes product distribution agreements where Manning & Napier will distribute Abacus investment products including ETFs, longevity funds, and asset-based finance strategies. The two firms will collaborate on joint product development using Abacus' proprietary longevity data platform LifeARC alongside Manning & Napier's wealth advisory platform. The transaction is expected to close in Q2 2026 subject to regulatory approvals.
- Dynasty Investment BankminorDynasty Investment Bank, the #1 investment bank serving the independent RIA industry with 15 transactions representing $162 billion in AUM completed in 2025, serves as a distribution and referral partner in the RIA market. CEO Jay Jackson appeared on Connect Money to discuss the company's partnership with Dynasty Financial Partners.
Scale indicators13 records
Recent moves9 records
Expansion highlights7 records
Abacus Global Management competitors and assessment
Company assessmentBroad incumbents
- KKR & Co. Global alternative asset manager with insurance and credit strategies. Abacus CIO Elena Plesco and ABF leader Monty Cook came from KKR and Varde Partners respectively, indicating direct talent overlap. Comparable institutional investor base and alternative asset focus.
- The Carlyle Group: Large alternative asset manager with credit and insurance-linked strategies serving pension plans and institutional investors. Comparable public-market alt manager peer for benchmarking AUM growth, fee economics, and ROE expansion.
- Brookfield Asset Management: Alternative asset manager with growing insurance solutions and credit businesses targeting institutional investors with uncorrelated, asset-backed strategies. Direct comparable for the ABF strategy Abacus is launching.
- Apollo Global Management: Large-scale alternative asset manager with significant insurance-linked and annuity strategies (Athene) that compete with Abacus for institutional capital seeking uncorrelated, mortality-driven returns. Comparable business model across origination, asset management, and retirement-focused wealth advisory.
- Blackstone Inc. Largest alternative asset manager with insurance solutions and credit businesses serving institutional investors seeking uncorrelated assets. Provides the public-market comparable for valuation framing of Abacus's longevity and ABF strategies.
Others
- Focus Financial Partners: Wealth management platform consolidating independent RIAs and wealth advisory firms. Comparable in serving the financial advisor/wealth channel that Abacus targets through its life settlement origination and wealth advisory offerings.
- LPL Financial Holdings: Largest US independent broker-dealer providing wealth management infrastructure and platform services to RIAs. Comparable in serving the financial advisor/wealth channel where Abacus distributes life settlement solutions and wealth advisory offerings.
Regional players
- Brighthouse Financial: US-focused insurance and annuity provider whose retirement and longevity-linked products compete for the same individual retiree and institutional capital pool as Abacus Life Solutions and Longevity Income Funds.
Direct peers
- Manning & Napier Inc. Wealth and asset management firm with ~$18B AUM serving 3,400+ clients; subject of Abacus's $53M minority investment and Strategic Alliance Agreement. Direct distribution peer through the Abacus partnership and a comparable multi-channel wealth advisory platform.
- Coventry First LLC: Direct competitor in the life settlement and longevity-linked asset market — the primary alternative asset manager Abacus competes against for policy originations and institutional capital. Currently adverse to Abacus in active litigation, underscoring the direct competitive overlap.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Abacus Global Management social profiles
Digital presenceAbacus Global Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Abacus Global Management leadership team
Management profileNumber of profiles
Profiles10 records
Abacus Global Management subsidiaries and ownership
Company hierarchySubsidiaries4 records
Abacus Global Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Abacus Global Management M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Abacus Global Management
What does Abacus Global Management do?
Abacus Global Management is a publicly traded alternative asset manager that originates, manages, and distributes longevity-linked financial products across four divisions: Abacus Life Solutions (life settlement origination and management), Abacus Asset Group (asset-based finance strategies), Abacus Intel (mortality data and technology services), and Abacus Wealth Advisors (lifespan-based investment strategies for individuals and institutions). The firm operates ~$3.6 billion in AUM and leverages proprietary AI platforms (LifeARC and MVerify) to underwrite and manage mortality-driven, structurally uncorrelated assets.
Is Abacus Global Management a public or private company?
Abacus Global Management is a public company. It is classified as public and is currently operating.
When was Abacus Global Management founded?
Abacus Global Management was founded in 2004. It employs 101 to 250 people.
Where is Abacus Global Management based?
Abacus Global Management is headquartered in Orlando, United States, in the North America region.
How does Abacus Global Management make money?
Three revenue lines are on record. Life Solutions are the primary driver. The others are asset Management Fees and technology Services.
Who are Abacus Global Management's main competitors?
Broad incumbents on record are KKR & Co., The Carlyle Group, Brookfield Asset Management, Apollo Global Management and Blackstone Inc.. Others are Focus Financial Partners and LPL Financial Holdings. Brighthouse Financial is listed as a regional player. Direct peers are Manning & Napier Inc. and Coventry First LLC.
Does Abacus Global Management have an API?
No public API is recorded for Abacus Global Management.
What industry is Abacus Global Management in?
Abacus Global Management's product category is Alternative Asset Management. Its primary akta.pro industry code is FSAAAGAG, Insurance General Accounts (Institutional Asset Owners), with a secondary code of FSAOAJAO, Run-off Investment & Asset-Liability Management (ALM) for Legacy Books. Its NAICS code is 523940 and its SIC code is 6199.