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 |
Latest Updates
| Employees (est.) (Jan 2021) | 218 | (+4%) |
| Cybersecurity rating | C | More |
Key People/Management at Facet Wealth
Leigh Anna Sodac
Director of Marketing
Jodee Fields
Chief of Staff
Patrick McKenna
Executive Chairman
Glenn Stroud
Director of Innovation & Change
Harry Kirkpatrick
Chief Revenue Officer
Tim Herrmann
Director, Trading Operations
Facet Wealth Office Locations
Facet Wealth has an office in Baltimore
Baltimore, MD, US (HQ)
509 S Exeter St #202
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 | 4 months 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
521 Twitter followers
Facet Wealth has 521 Twitter Followers. The number of followers has increased 3.4% month over month and increased 6.5% quarter over quarter
Facet Wealth's Trends
Twitter Engagement Stats for @facetwealth
463
Tweets
152
Following
521
Followers
8
Tweets last 30 days
0.4
Avg. likes per Tweet
12.5%
Tweets with engagement
Facet Wealth News and Updates
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
January 05, 2021
10 Personal Finance Books To Read In 2021
People are always asking us for personal finance book recommendations, so our team of CFP® Professionals curated this 2021 reading list. Whether you’re new to finance and investing or an experienced investor looking for insights, you’ll find helpful resources on this list. We’ve also included links …
December 28, 2020
What The Coronavirus Stimulus Bill Means For You
The $900 billion stimulus package was passed last week by Congress and signed by President Trump over the weekend. This bill follows the $2.2 trillion CARES Act that was passed by Congress in March of this year. This bill will provide much needed relief to households and businesses across America. S…
December 28, 2020
Ask Us Anything: The 5 Key Things You Should Know About The Stimulus Bill
By Brent Weiss, CFP®, ChFC® Brent answers your question: What are the five most important things you should know about the recent stimulus bill?
The post Ask Us Anything: The 5 Key Things You Should Know About The Stimulus Bill appeared first on Facet Wealth.
December 17, 2020
Setting Financial Goals For 2021 Despite COVID-19
Setting goals is one of the best ways to personally grow. Here’s how to set financial goals for 2021 (despite the havoc COVID-19 may have wreaked on your finances in 2020)!
The post Setting Financial Goals For 2021 Despite COVID-19 appeared first on Facet Wealth.
December 15, 2020
9 Tips For Smarter Holiday Shopping
By Brent Weiss, CFP®, ChFC® This year the holidays are going to be different for most of us, but one thing hasn’t changed: being smart about holiday shopping will help you avoid financial regrets come January. To help you out, here are nine tips to turn you into a shopping pro, plus five bonus hacks…
December 14, 2020
Ask Us Anything: Portfolio Rebalancing
By Brent Weiss, CFP®, ChFC® Brent answers your question: Why is portfolio rebalancing important and how does Facet do it? https://youtu.be/0whlJmK5-SQ
The post Ask Us Anything: Portfolio Rebalancing 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 Leigh Anna Sodac, Jodee Fields and Patrick McKenna.
How many employees does Facet Wealth have?
Facet Wealth has 218 employees.
Who are Facet Wealth competitors?
Competitors of Facet Wealth include FINNOMENA, BirdyCent and MyExpatTaxes.
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 1 office.
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