Articles tagged "Facet Wealth"
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Altruist is CTO-less, for now, quasi-intentionally, it says • Ex-rival exec hired to jumpstart cross-selling Orion products to enterprise clients • BlackRock tops Grayscale • Facet outsources estate plans • Advyzon profits off Goldman exodus • Dan Wiener's RIA has new CEO • CFP count tops 100k
Shiralker out at Altruist • Orion gives Trevor Noble his cause • Bitcoin has a new fund king • Software maker benefits from Goldman custody exec. churn • Carson Group denies lawsuit • Merge of Wiener's old shop complete • 100,000th CFP named.
June 7, 2024 at 1:44 AM
Savvy raises fresh $11 million from VC backers to fuel an RIA-on-steroids craze that could scale the wall of doubt of RIA experts and eclipse robo-advisors
The unsolicited California cash bought into the New York City startup's vision and early success in attracting advisors, their assets and a disdain for legacy software inconveniences.
November 12, 2022 at 2:38 AM
Facet Wealth throws a lifeline to struggling 'insurtech' firm amid an industry shakeout; Facet is delivering a mother lode of referrals and asking nothing in return
Policygenius does the heavy lifting and keeps commissions, but the national RIA has 500 CFP-administered financial plans that include executed insurance policies for younger clients.
August 2, 2022 at 1:47 AM
Facet grows '10X,' hits $1 billion in AUM, reaps $100 million C-round, largely from DoorDash backers, and calls itself a 'fintech' company that happens to give advice by CFP
The Baltimore RIA had only raised $65 million in its first five years but jumped its overall haul to $165 million after its growth rate held up
January 20, 2022 at 2:52 AM
Facet Wealth is doubling in size every six months with subscription model, on-the-job training, no central offices and a rising belief it can be the 'next Fidelity'
With Warburg Pincus spigots flowing, the Baltimore-based $502-million AUM RIA does its part by keeping overhead radically low and worker care high.
March 26, 2021 at 12:21 AM
Facet Wealth fast-forwards five years in last five months and gets a 'next-Schwab' nod and fresh $25 million from (owner) Warburg
Under its 33 year-old CEO, the Baltimore firm is selling planning subscriptions to corporations and scraps criticized too-clever M&A
October 1, 2020 at 6:45 AM
Facet Wealth gets Vanguard's RIA man in Arizona with hopes he can replicate the fund firm's $115-billion success--before burning through Facet's VC backing
Fresh off 27 new hires, 400 new clients, $47 million in fresh assets, Facet CEO Anders Jones knows he needs one hire for new AUM and new CFPs in grand measure
