Facet Wealth
Curated by SignalFinancial planning platform delivering personalized advice and investment strategies.
Overview
Facet Wealth is a company that offers financial planners and advisors a range of tools aimed at improving client management and investment strategies. The platform includes services such as financial planning and investment advisory, with a focus on individuals looking for unbiased and personalized financial advice. Facet Wealth utilizes technology to provide real-time insights into client portfolios and supports communication through secure client portals. The company employs a flat fee membership model to address the issue of accessing affordable financial advice, promoting transparency and removing commission-based sales. This model is intended to provide users with expert guidance while emphasizing a commitment to diversity and inclusion.
Key facts
- Founded
- 1991
- Headquarters
- Baltimore, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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Open roles
45 rolesSenior Manager of Membership (Sales)
United States · On-site · Internship
Financial Planner - Remote
United States · Remote · Internship
Senior Financial Planner
United States · On-site · Internship
