Abacus Global Management (ABX) Investor Day 2026 summary

Strategic Vision, Technology Platform, and Business Model Evolution

• Positioned as the infrastructure provider for lifespan-linked finance, integrating origination, asset management, data, and technology to create a defensible, scalable platform.

• LifeARC, an AI-driven actuarial risk calculator, personalizes lifespan estimates and is integrated with major partners, transforming financial planning and asset allocation.

• The platform leverages proprietary data, AI, and a network effect, aiming to become the intelligence and infrastructure layer for lifespan-linked finance.

• Recurring revenue is a core focus, targeting 70% fee-recurring earnings by 2030, with a shift from origination to higher-margin asset management, wealth, and technology revenues.

• The company controls its data and technology stack, building a flywheel across origination, asset management, wealth advisory, and technology solutions.

Financial Performance and Guidance

• Q1 2026 revenue reached $59.4 million, up 34.6% year-over-year, with adjusted EBITDA at $32.7 million and a 55% margin.

• FY 2025 gross revenue was $235.2 million (+110% YoY), with adjusted net income of $85.7 million (+84% YoY); FY 2026 guidance targets up to $106 million adjusted EBITDA and $132.6 million adjusted net income.

• AUM is targeted to exceed $5 billion by year-end 2026, with recurring revenue mix moving toward a 70% target over five years.

• Return on invested capital and equity both at 20% in 2025, supporting compounding growth and well above cost of capital.

• Asset management is the fastest-growing vertical, with nearly $1 billion in new capital raised in 15 months and new products like interval funds and blockchain-enabled portfolios.

Product Innovation, Data, and Market Opportunity

• LifeARC leverages 20+ years of proprietary medical and mortality data, using AI and expert input to deliver personalized, continuously updated lifespan projections.

• MVerify, a mortality verification product, boasts 97% national coverage and is foundational for insurance, pensions, and longevity investors.

• Asset-based finance strategy targets the underpenetrated $20 trillion ABF market, focusing on mid-market lending with strong structural protections and recurring fee income.

• European expansion leverages institutional frameworks and distribution rails to access €8.1 trillion in alternative assets under management.

• Blockchain is incorporated for transparency, auditability, and operational efficiency in asset management.