Abacus Global Management and Dynasty Financial Partners Announce Minority Investment

Abacus Global Management has announced a minority investment in Dynasty Financial Partners, a provider of wealth management solutions. The investment supports Abacus's growth plans and expands its national footprint. Dynasty has 57 Network Partner firms and over $105 billion in platform assets. The deal strengthens the strategic partnership between the two companies.

Abacus Global Management (NASDAQ: ABL) has announced a minority investment in Dynasty Financial Partners, a leading provider of wealth management solutions. The investment supports Abacus's growth plans and expands its national footprint, as Dynasty has 57 Network Partner firms and over $105 billion in platform assets. The deal strengthens the strategic partnership between the two companies.

This investment is a significant step for Abacus, which has been experiencing robust growth. In Q2 2025, Abacus reported a 93% year-over-year (YoY) revenue growth to $56.2 million, and an 89% adjusted EBITDA increase to $31.5 million [1]. The company's strategic capital deployment drove $121.8 million in origination and $3.3 billion in assets under management (AUM), with longevity funds attracting $123.1 million in inflows [1].

Abacus's minority investment in Dynasty Financial Partners is expected to enhance its origination capabilities and market reach. Dynasty's extensive network and large platform assets will provide Abacus with a broader client base and increased opportunities for policy sales. This move aligns with Abacus's strategic focus on longevity assets and ETFs, which are in high demand due to aging populations and low-yield environments [1].

The investment also signals Abacus's confidence in its long-term value proposition. The company recently launched a corporate-focused commercial campaign and a $20 million share repurchase program, indicating a commitment to shareholder value [1]. However, the stock's muted reaction to the earnings release and the ongoing investigation by Pomerantz LLP into potential securities fraud may present challenges for Abacus [2].

Despite these challenges, Abacus's strong fundamentals, strategic clarity, and undervaluation make it an attractive investment for long-term investors. The company's 22% return on invested capital (ROIC) and 2.3x annualized turnover ratio indicate a business capable of compounding value [1]. The minority investment in Dynasty Financial Partners is another step in Abacus's growth strategy, positioning it well for future expansion.

References:
[1] https://www.ainvest.com/news/abacus-global-management-q2-2025-surge-high-growth-opportunity-alternative-asset-management-2508/
[2] https://www.marketscreener.com/news/pomerantz-law-firm-investigates-claims-on-behalf-of-investors-of-abacus-global-management-inc-abl-ce7c5ed2d18cf523