Around fintech company Facet Wealth, the team has a saying. “Every decision is a financial decision,” said COO Shruti Joshi, who recently joined the Baltimore-headquartered company, “and people need ...

While UBS’s acquisition of Wealthfront may have ended the era of purely digital independent robo advisors, many remain bullish on the potential for technology to deliver affordable financial advice to ...

BALTIMORE--(BUSINESS WIRE)--Facet Wealth — a fintech company offering personalized and unbiased financial advice that integrates into every facet of life, at an affordable subscription price — ...

PHOENIX--(BUSINESS WIRE)--Wealth.com, the industry’s leading estate planning platform, has joined forces with Facet, the consumer subscription fintech company that is building the future of financial ...

This profile has not been claimed by the company. See reviews below to learn more or submit your own review. Facet Wealth offers online investment advice through its staff of more than 100 certified ...

Tech-advisor hybrid Facet Wealth announced it had closed a $100 million Series C funding round, with venture capital firm Durable Capital Partners, TeleSoft Partners and Green Cow Venture Capital all ...

Tech-advisor hybrid Facet Wealth, which pays advisors to turn over small, unprofitable clients, has partnered with portfolio management and trading solutions provider Vestmark, according to a company ...

The Baltimore fintech company’s push for growth and funding has been rapid in the past two years as it filled a niche in bringing remote advice from a certified financial planner. Anders Jones, ...

Want smarter insights in your inbox? Sign up for our weekly newsletters to get only what matters to enterprise AI, data, and security leaders. Subscribe Now Facet Wealth has raised $33 million in ...

If the traditional financial planning industry isn't worried about the Facet Wealth business model, it isn’t paying attention. Facet, which was founded in 2016 with $60 million in venture capital ...

Facet Wealth aims to address the financial planning needs of people with a net worth between $100,000 and $1 million. A Baltimore fintech startup that aims to provide financial planning services for ...

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