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.) (Jan 2021)218(+4%)
Cybersecurity ratingCMore

Key People/Management at Facet Wealth

Leigh Anna Sodac

Leigh Anna Sodac

Director of Marketing
Jodee Fields

Jodee Fields

Chief of Staff
Patrick McKenna

Patrick McKenna

Executive Chairman
Glenn Stroud

Glenn Stroud

Director of Innovation & Change
Harry Kirkpatrick

Harry Kirkpatrick

Chief Revenue Officer
Tim Herrmann

Tim Herrmann

Director, Trading Operations
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Facet Wealth Office Locations

Facet Wealth has an office in Baltimore
Baltimore, MD, US (HQ)
509 S Exeter St #202
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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

4 months 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

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

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 …

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…

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.

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.

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…

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.
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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 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.