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

TechCrunch - Sep, 30 2020

Investors give Baltimore’s Facet Wealth $25 million to sell businesses on financial planning as a benefit

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