Facet Wealth
OverviewSuggest Edit
Facet Wealth is a provider of financial management solutions. The Company offers a platform for personal finance planning.
| Type | Private | |
| Founded | 2016 | |
| HQ | Baltimore, MD, US | Map |
| Website | facetwealth.com |
Recent NewsAll News
- Zoe Financial Announces Partnership with Facet Wealth, a Leading Financial Planning Firm
- Investors give Baltimore’s Facet Wealth $25 million to sell businesses on financial planning as a benefit
- Execs at Warburg Pincus-backed startup Facet Wealth told us why they went with Netflix-style subscription pricing for financial planning
Key People/Management at Facet Wealth
Meredith McManus
Director of Lifecycle Marketing
Leigh Anna Sodac
Director of Marketing
Jodee Fields
Chief of Staff
Ben Lande
Director of Engineering
Tim Herrmann
Director, Trading Operations
Tyler Schroeder
Director of Strategic Initiatives
Facet Wealth Office Locations
Facet Wealth has an office in Baltimore
Baltimore, MD, US (HQ)
509 S Exeter St #202
Baltimore, MD, US
Legg Mason Tower, 100 International Drive #23rd
Facet Wealth Financials and Metrics
Summary Metrics
Founding Date | 2016 |
Facet Wealth total Funding | $58 m |
Facet Wealth latest funding size | $25 m |
Time since last funding | a year ago |
Facet Wealth investors | Slow Ventures, Accelerator Ventures, Warburg Pincus, Zeitgeist Holdings, Upshift Partners |
Facet Wealth's latest funding round in September 2020 was reported to be $25 m. In total, Facet Wealth has raised $58 m
Facet Wealth Cybersecurity Score
Facet Wealth Online and Social Media Presence
668 Twitter followers
Facet Wealth has 668 Twitter Followers. The number of followers has increased 2.1% month over month and increased 8.5% quarter over quarter
Facet Wealth's Trends
Facet Wealth News and Updates
June 02, 2021
Zoe Financial Announces Partnership with Facet Wealth, a Leading Financial Planning Firm
Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a partnership with Facet Wealth, one of the top financial planning firms in the country.
September 30, 2020
Investors give Baltimore’s Facet Wealth $25 million to sell businesses on financial planning as a benefit
Yesterday, Baltimore-based fintech company Facet Wealth said it raised $25 million in financing as it readies a new business line pitching financial planning as an employment benefit to businesses looking to recruit top talent. Employment benefit packages are expanding beyond the basic gym membershi…
November 24, 2019
Execs at Warburg Pincus-backed startup Facet Wealth told us why they went with Netflix-style subscription pricing for financial planning
Facet Wealth is a three-year-old registered investment adviser with a fintech twist that's tapping into major themes playing out across the wealth management industry.
A focus on all-encompassing financial planning, subscription-based offerings, and regulation prompting financial professionals to …
Facet Wealth Blogs
August 13, 2021
Facet Wealth Supports School Supply Giveaway
When Facet Wealth client and Buffalo Bills outside linebacker Jon Felicano asked us to help students in Buffalo, he didn’t have to ask twice. We’re proud to partner with Jon and the Belle Center to give 500 backpacks filled with school supplies to deserving students. We’ve long supported programs th…
May 11, 2021
5 Money Moves for Professionals Making 6 Figures
By Co-Founder & Chief Evangelist Brent Weiss, CFP®, ChFC® Reaching a New Level of Income Requires a New Level of Planning Key Takeaways: You have the power to give your money meaning It’s time to get proactive with your tax planning How to pay yourself first to reach your savings goals Investing…
April 29, 2021
Your Money AND Your Life
Money. A medium of exchange. And it all started with coconuts and bananas. Someone needed coconuts, someone else needed bananas, voila, they had a deal. Goods and services were swapped at an agreed upon value as the first form of money in society. Fast forward 11,000 years (plus or minus a few) and …
April 22, 2021
The Psychology of Financial Planning
The CFP Board, the governing body for CFP® Professionals, recently announced that it is updating its Principle Knowledge Topics (more on this below) to include the Psychology of Financial Planning. At Facet Wealth, we applaud the CFP Board for its continued efforts to elevate the standard of advice …
April 19, 2021
Ask Us Anything: Marginal vs. Effective Taxes
By Brent Weiss, CFP®, ChFC® It may sound wonky, but the difference matters, especially to a financial planner. Check out the video to learn the difference and see how your marginal tax rate can help you choose the best type of retirement plan.https://youtu.be/zeaDTRnoLqg
The post Ask Us Anything: Ma…
April 05, 2021
Ask Us Anything: Capital Gains & Your Taxes
By Brent Weiss, CFP®, ChFC® The capital gains on stocks, mutual funds, and other investments can have a huge effect on your taxes, Brent explains.https://youtu.be/rIl6Fc12GEQ
The post Ask Us Anything: Capital Gains & Your Taxes appeared first on Facet Wealth.
Facet Wealth Frequently Asked Questions
When was Facet Wealth founded?
Facet Wealth was founded in 2016.
Who are Facet Wealth key executives?
Facet Wealth's key executives are Meredith McManus, Leigh Anna Sodac and Jodee Fields.
How many employees does Facet Wealth have?
Facet Wealth has 281 employees.
Who are Facet Wealth competitors?
Competitors of Facet Wealth include Issuer Direct, Hakbah and Instant Financial.
Where is Facet Wealth headquarters?
Facet Wealth headquarters is located at 509 S Exeter St #202, Baltimore.
Where are Facet Wealth offices?
Facet Wealth has an office in Baltimore.
How many offices does Facet Wealth have?
Facet Wealth has 2 offices.
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