Abaris Financial Group - Crunchbase Company Profile & Funding

Overview

Abaris Financial Group

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Learn more.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

See more interactive data and historical milestones on desktop for the best experience

About Abaris Financial Group

CB Rank

1364538

Abaris Financial Group offers portfolio management, wealth planning, private trust, estate planning, tax and philanthropy planning services.

Acquired by

Carson Group

Founded

obfuscation

Private

Concord, Massachusetts, United States

1-10

www.abarisfinancialgroup.com/

Consulting

Financial Services

Wealth Management

Details

Legal Name

Abaris Financial Group LLC

Operating Status

Active

Company Type

For Profit

Phone Number

+1-978-371-9649

Contact Email

info@abarisfinancial.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning

A service that develops detailed financial plans tailored to individual or family goals, covering investments, savings, and long-term financial strategies.

Life & Wealth Coaching

A coaching service that supports clients in aligning their financial decisions with their personal values, mindset, and life goals.

Unlock More with Crunchbase Pro

Full access to financial & funding data on unlimited profiles
Export up to 2k results/month for analysis
Track market signals on competitors, products, and R&D
Preview private company insights and predictions

Financials

M&A Details

Abaris Financial Group

was acquired by

Carson Group

obfuscation

Transaction Name

Abaris Financial Group acquired by Carson Group

Acquired by

Carson Group

Announced Date

obfuscation

Market Intelligence

People

View Profiles & Contacts

Headcount

1-10

Contacts

News

Technology

View Tech Report

Monthly Web Visits

677

IT Spend

$83.7K

This year,

Abaris Financial Group

is projected to spend

$83.7K

on IT, according to Aberdeen.

Actively Used Products

Abaris Financial Group

uses

technology products and services including

HTML5

Google Doubleclick

, and

Wordpress

, according to G2 Stack.

Active Website Tech Count

Abaris Financial Group

is actively using

technologies for its website, according to BuiltWith. These include

IPhone / Mobile Compatible

Apple Mobile Web Clips Icon

, and

Google Tag Manager

Total IP

Abaris Financial Group

has

registered trademark in the '

Insurance; financial affairs

' class, according to IPqwery.

Lists Featuring This Company

Northeastern US Acquired Companies (Top 10K)

9,895 Number of Organizations • $360.3B Total Funding Amount • 16,229 Number of Investors

Wealth Management Acquired Companies With Fewer Than 50 Employees

426 Number of Organizations • $387.5M Total Funding Amount • 168 Number of Investors

Consulting Acquired Companies With Less Than $1B in Revenue

3,793 Number of Organizations • $39.7B Total Funding Amount • 1,467 Number of Investors

Massachusetts Acquired Companies With Fewer Than 1000 Employees

2,038 Number of Organizations • $53.8B Total Funding Amount • 3,931 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Abaris Financial Group

's headquarters?

Abaris Financial Group

is located in

Concord, Massachusetts, United States

Who are

Abaris Financial Group

's competitors? Alternatives and possible competitors to

Abaris Financial Group

may include

Bank of America

Cresset

, and

AllianceBernstein