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

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