Facet Wealth Revenue and Competitors

Location

$158M

Total Funding

Fintech

Industry

Estimated Revenue & Valuation

  • Facet Wealth's estimated annual revenue is currently $40.1M per year.(i)
  • Facet Wealth's estimated revenue per employee is $139,750
  • Facet Wealth's total funding is $158M.

Employee Data

  • Facet Wealth has 287 Employees.(i)
  • Facet Wealth grew their employee count by -7% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$8988.2M305729%N/AN/A
#2
$260.6M14025%$265.3MN/A
#3
$105.8M6410%$435M$1.3B
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Facet Wealth provides full financial life management, delivered by a dedicated team led by a CFP ® Professional, to mass affluent households. We also work with financial services professionals as a solution for small accounts. Learn more at www.facetwealth.com

keywords:Financial Services, Finance Technology, Wealth Management

$158M

Total Funding

287

Number of Employees

$40.1M

Revenue (est)

-7%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Facet Wealth's People

NameTitleEmail/Phone
1
Client Success ManagerReveal Email/Phone
2
Senior Financial PlannerReveal Email/Phone
3
Sr Client Success ManagerReveal Email/Phone
4
Investment Operations SpecialistReveal Email/Phone
5
Lead PlannerReveal Email/Phone
6
Lead PlannerReveal Email/Phone
7
Senior Talent Acquisition ConsultantReveal Email/Phone
8
Senior Client Success ManagerReveal Email/Phone
9
Senior Client Success ManagerReveal Email/Phone
10
Senior Client Success ManagerReveal Email/Phone

Facet Wealth News

2022-04-06 - What To Tell Client You Do As A planner

Because Hamilton works with wealthy individuals, he likes to start by ... Samir Ahmed, a certified financial planner at Facet Wealth,...

2022-03-30 - Goldman Sachs Bets on Trading and Investment Power to ...

Kayla Kennelly, former head of financial wellness at Facet Wealth, joined in February 2021 as a vice president.

2022-03-22 - Curious About FIRE? Here’s How to Set Up Your Retirement Accounts Now to Avoid Hefty Penalties Later, According to Experts

... a certified financial planner (CFP) with Facet Wealth, ... “freedom number” (the amount of wealth you need to retire early) completely.

2021-09-21 - Facet Wealth : Accelerates Growth With Key Hiring Of Shruti Joshi As Chief Operating Officer

BALTIMORE, Sept. 21, 2021 /PRNewswire/ -- Facet Wealth, one of the fastest-growing fintech firms in the U.S. providing clients with services tailored to meet individual needs and improve overall quality of life through a no-minimum, flat-fee model, today announced that it has named Shruti Joshi ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$79.2M2871%N/A
#2
$85.5M28817%N/A
#3
$80.7M2901%N/A
#4
$67.2M2918%N/A
#5
$106.4M29510%N/A