Facet Wealth Stock

facetwealth.comFinTech / Personal FinanceFounded: 2016Funding to Date: $164.12MM

Facet Wealth, founded in 2016, is a financial technology company that aims to provide a flexible, scalable, and capital-light approach to financial planning and wealth management. Facet Wealth's technology also allows its financial advisors to provide a range of services, including retirement planning, tax planning, estate planning, and investment management, which can be tailored to meet the unique needs of each client. Facet Wealth's mission is to make financial planning and wealth management accessible and affordable for everyone. The company is headquartered in Baltimore, Maryland.

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Facet Wealth investors also invested in these private companies

Accelerator Ventures
Coelius Capital
Natural Bridge Ventures
Upshift Capital
Zeitgeist Capital
TeleSoft Partners
Green Cow Venture Capital

Team

Management Team

Anderson Jones
Co-Founder & Chief Executive Officer
Bill Fahrbach
Chief Financial Officer
Shruti Joshi
Chief Operating Officer
Paul Martin
Chief Technology Officer
Chris Hufman
Chief Credit Officer & Chief Administrative Officer
Harry Kirkpatrick
Chief Revenue Officer
Brent Weiss
Co-Founder & Chief Evangelist Officer
Vince Maniago
Chief Product Officer
Patrick McKenna
Co-Founder

Frequently Asked Questions About Facet Wealth’s Stock

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Can you buy Facet Wealth’s stock?
Facet Wealth is not publicly traded on NYSE or NASDAQ in the U.S. To buy Facet Wealth’s stock you need to be an accredited investor. Learn more about how to invest in the private market or register today to get started.
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Can you sell Facet Wealth’s stock?
Yes, you can sell stock of a private company like Facet Wealth. Forge can help you sell your Facet Wealth stock in a way that works for you and the company. So if you are seeking liquidity, register with us today to get started.
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What is Facet Wealth’s stock price?
Facet Wealth is a privately held company and therefore does not have a public stock price. However, you may access Facet Wealth’s private market stock price with Forge Data.
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What is Facet Wealth’s stock ticker symbol?
Facet Wealth does not have an official ticker symbol because this company is not currently publicly traded.
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Can institutional investors buy and sell private market stocks?
Yes. As one of the largest trading platform for the private market, Forge helps institutional investors seek liquidity as they buy and sell private stock for their portfolios or their clients. Our private market specialists have decades of experience working with institutional firms. Learn more or register today to get started.
Updated on: Apr 17, 2024

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