Facet Wealth

OverviewSuggest Edit

Facet Wealth is a provider of financial management solutions. The Company offers a platform for personal finance planning.

HQBaltimore, MD, US

Latest Updates

Employees (est.) (Sept 2021)281(+5%)
Job Openings9
Cybersecurity ratingCMore

Key People/Management at Facet Wealth

Meredith McManus

Meredith McManus

Director of Lifecycle Marketing
Leigh Anna Sodac

Leigh Anna Sodac

Director of Marketing
Jodee Fields

Jodee Fields

Chief of Staff
Ben Lande

Ben Lande

Director of Engineering
Tim Herrmann

Tim Herrmann

Director, Trading Operations
Tyler Schroeder

Tyler Schroeder

Director of Strategic Initiatives
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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
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Facet Wealth Financials and Metrics

Summary Metrics

Founding Date


Facet Wealth total Funding

$58 m

Facet Wealth latest funding size

$25 m

Time since last funding

a year ago

Facet Wealth investors

Facet Wealth's latest funding round in September 2020 was reported to be $25 m. In total, Facet Wealth has raised $58 m
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Facet Wealth Cybersecurity Score

Cybersecurity ratingPremium dataset



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Facet Wealth Online and Social Media Presence

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Facet Wealth News and Updates

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.

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…

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

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…

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…

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 …

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 …

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…

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.
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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.