FACET WEALTH

facet-wealth-logo

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.

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FACET WEALTH

Social Links:

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

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Patrick McKenna Executive Chairman @ Facet Wealth
Board_member
2016-03-01

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Todd Schell Board Member @ Facet Wealth
Board_member
2018-08-01

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Richard Ling Angel Investor @ Facet Wealth
Board_member
2018-11-01

Current Employees Featured

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Anders Jones
Anders Jones CEO & Co-Founder @ Facet Wealth
CEO & Co-Founder
2016-03-01

brent-weiss_image

Brent Weiss
Brent Weiss Head of Planning @ Facet Wealth
Head of Planning

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Bill Fahrbach
Bill Fahrbach Chief Financial Officer @ Facet Wealth
Chief Financial Officer
2021-08-01

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Blake Pucsek
Blake Pucsek Engineering Team Lead @ Facet Wealth
Engineering Team Lead
2021-01-01

shruti-joshi_image

Shruti Joshi
Shruti Joshi Chief Operating Officer @ Facet Wealth
Chief Operating Officer
2021-08-01

Founder


anders-jones_image

Anders Jones

brent-weiss_image

Brent Weiss

patrick-mckenna_image

Patrick McKenna

Investors List

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Durable Capital Partners

Durable Capital Partners investment in Series C - Facet Wealth

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Warburg Pincus

Warburg Pincus investment in Series B - Facet Wealth

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Bossanova Investimentos

Bossanova Investimentos investment in Series B - Facet Wealth

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Coelius Capital

Coelius Capital investment in Series B - Facet Wealth

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Slow Ventures

Slow Ventures investment in Series B - Facet Wealth

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Zeitgeist Holdings, LLC

Zeitgeist Holdings, LLC investment in Series A - Facet Wealth

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Coelius Capital

Coelius Capital investment in Series A - Facet Wealth

slow-ventures_image

Slow Ventures

Slow Ventures investment in Series A - Facet Wealth

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Accelerator Ventures

Accelerator Ventures investment in Series A - Facet Wealth

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Upshift Partners

Upshift Partners investment in Series A - Facet Wealth

Official Site Inspections

http://www.facetwealth.com Semrush global rank: 471.72 K Semrush visits lastest month: 108.61 K

  • Host name: 141.193.213.20
  • IP address: 141.193.213.20
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

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