CTOs on the Move

Facet Wealth

www.facetwealth.com

 
Facet Wealth provides full financial life management, delivered by a dedicated team led by a CFP ® Professional, to mass affluent households.
  • Number of Employees: 25-100
  • Annual Revenue: $0-1 Million

Executives

Name Title Contact Details

Funding

Facet Wealth raised $33M on 09/10/2018
Facet Wealth raised $25M on 09/29/2020

Similar Companies

Credova

Credova is the buy now, pay later leader for all things adventure. From outdoor recreation to farm supplies, get the items you want now and pay for them later. Prequalify today without impacting your credit score.

MG Stover

MG Stover & Co. was founded in 2007 by prior Big 4 auditors and fund operators. We are a fund accounting and administration company that uses highly specialized technology for portfolio and partnership accounting. We support a diverse range of clients including hedge funds, funds of funds, private equity & venture capital funds, and family offices. Each client is assigned a dedicated Account Manager who responsible for all aspects of the client/fund relationship including: fund operations, trade execution, NAV calculation and timely resolution of manager or investor inquires. MG Stover & Co. has proven expertise in customizing third party administration and/or middle office solutions for its clients, while executing the agreed upon responsibilities with the highest level of integrity and service.

Community 1st Bank

Community 1st Bank is one of the leading providers in Financial Services. It is based in Black River Falls, WI. To find more information about Community 1st Bank, please visit www.community1bank.com

Intervention Resource Center Inc

Intervention Resource Center Inc is a Louisville, KY-based company in the Financial Services sector.

Automotive Lease Guide (ALG)

Automotive Lease Guide (ALG) is a Santa Barbara, CA-based company in the Financial Services sector.