Facet Wealth Stock
Facet Wealth is a provider of financial and wealth management services used to simplify the financial planning process.
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About Facet Wealth Stock
Facet Wealth is a provider of financial and wealth management services used to simplify the financial planning process. Its services include portfolio management, comprehensive full financial life planning, and personalized goal planning from a dedicated Certified Financial Planner (CFP) on a subscription-based model that enables customers to increase their financial security and prosperity at an affordable cost. Facet Wealth was founded in 2016 and is headquartered in Baltimore, Maryland.
Funding History
| September 2018 | $33.0M |
|---|---|
| September 2020 | $25.0M |
Management
CEO & Co-Founder
Anders Jones
Head of Planning
Brent Weiss
Angel Investor
Richard Ling
Executive Chairman
Patrick McKenna
Press
mediapost - Apr, 15 2023
Facet Rebrands, Leads Seismic Shift In Financial Planningcoverager - Jul, 16 2022
Policygenius partners with Facet Wealthfinancial-planning - Feb, 1 2022
What Facet Wealth’s $100 million funding says about the growth of fee-only advicebit - Jan, 20 2022
Facet Wealth just raised a $100M Series C. Expect remote tech hiringEquityZen Recognized As:
