FACET WEALTH
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.
FACET WEALTH
Industry:
Finance Financial Services Wealth Management
Founded:
2016-01-01
Address:
Baltimore, Maryland, United States
Country:
United States
Website Url:
http://www.facetwealth.com
Total Employee:
101+
Status:
Active
Contact:
610-228-2125
Email Addresses:
[email protected]
Total Funding:
158 M USD
Technology used in webpage:
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Current Advisors List
Current Employees Featured
Founder
Investors List
Durable Capital Partners
Durable Capital Partners investment in Series C - Facet Wealth
Warburg Pincus
Warburg Pincus investment in Series B - Facet Wealth
Bossanova Investimentos
Bossanova Investimentos investment in Series B - Facet Wealth
Coelius Capital
Coelius Capital investment in Series B - Facet Wealth
Slow Ventures
Slow Ventures investment in Series B - Facet Wealth
Zeitgeist Holdings, LLC
Zeitgeist Holdings, LLC investment in Series A - Facet Wealth
Coelius Capital
Coelius Capital investment in Series A - Facet Wealth
Slow Ventures
Slow Ventures investment in Series A - Facet Wealth
Accelerator Ventures
Accelerator Ventures investment in Series A - Facet Wealth
Upshift Partners
Upshift Partners investment in Series A - Facet Wealth
Key Employee Changes
| Date | New article |
|---|---|
| 2021-11-10 | US Fintech Facet Wealth Appoints Bill Fahrbach as New CFO |
| 2021-09-21 | Facet Wealth Accelerates Growth With Key Hiring Of Shruti Joshi As Chief Operating Officer |
Official Site Inspections
http://www.facetwealth.com Semrush global rank: 471.72 K Semrush visits lastest month: 108.61 K
- Host name: 141.193.213.21
- IP address: 141.193.213.21
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "Facet Wealth"
Welcome | Facet
Get Started To schedule a free consultation with a Facet expert, email [email protected] OR To speak with someone now, call us at 1-888-950-1731See details»
About - Facet
Facet launched in 2016 when financial industry veterans Anders, Patrick, and Brent joined forces to create more accessible planning services, reimagining the antiquated system of misaligned incentives, inconsistent advice, and high costs.See details»
Facet Review 2025: Pros, Cons and How It Compares
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Facet
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Facet Wealth Company Profile | Management and Employees List
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What Is Facet Wealth? Facet Wealth is an online-only financial planning company. Founded in 2016 and located in Baltimore, Maryland, the company claims more than 18,000 members and more than $2 billion in assets under …See details»
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Oct 17, 2023 Facet Wealth contact info: Phone number: (410) 657-3257 Website: www.facetwealth.com What does Facet Wealth do? Facet Wealth is a next-generation …See details»
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Facet Group was established in 2021, primarily as an asset management company. Today, we are a diversified financial services group focused on professional advice, quality services and …See details»
Join Facet | Facet
Here at Facet, we believe that financial planning should be personalized to your unique situation, goals, and priorities.So, let’s get to know one another a little better!See details»
Facet Wealth Review 2025 | Benefits + Fees + Pros & Cons
May 17, 2024 Expert Take. Facet Wealth was designed for people who want a comprehensive, tailored financial plan and professional advice, but can’t afford the services offered by …See details»
Facet Wealth review - MoneyWise
Customer service: [email protected] or call (443) 376-6222 between 8:00 am and 9:00 pm Eastern. Members can also schedule phone and video support. Best alternatives To Facet …See details»
Facet Wealth Review - MagnifyMoney
Overview of Facet Wealth. Facet Wealth was established in 2016 as a robo-advisor that also offers a human touch. The company has three co-founders: Brent Weiss, who currently serves …See details»
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Apr 9, 2022 Facet Wealth is a full service online financial planning and wealth management firm. Meetings between planners and clients are held over the phone or via video chat; planners are …See details»
Why Facet | Facet
The charts and claims are based on an analysis of a starting investment balance of $500,000, annual contributions and an annual return of 8%. It then compared a portfolio that was …See details»
Facet Wealth Review: Benefits, Fees, Pros & Cons
Feb 18, 2024 Explore an unbiased Facet Wealth review for 2025 - I delve into benefits, fees, pros and cons, ensuring your financial planning is well-informed.See details»
How it works - Facet
After signing up, you’ll get a secure link to share some financial details. Then, you’ll conveniently connect virtually with a CFP ® professional A CFP ® professional (CERTIFIED FINANCIAL …See details»
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