Facet Wealth (DBA Facet):

Delivering Mass Affluent Market Financial Planning through WealthTech Tools & Virtual CFPs

Recently Released!!!
Date Published: April 24, 2024
Summary PowerPoint Deck: 102 Slides
Reference PowerPoint Deck: 164 Slides

Facet Wealth (DBA Facet) was founded as Fabric Wealth by Patrick McKenna, Anders Jones, Brent Weiss, Austen Bass, & Gorkem Sevinc in 2016. The firm is based in Baltimore, MD and has zero offices, 234 employees, 98 financial advisors, & 14,000 clients. Facet Wealth (DBA Facet) is led by its Executive Chairman Patrick McKenna, CEO Anders Jones, & President Shruti Joshi. Facet Wealth (DBA Facet) is privately owned. Its web site can be found at www.facet.com.

Facet Wealth (DBA Facet)'s comprehensive PowerPoint deck below includes a synopsis of its history, including its key phases:
  • Fabric Wealth Phase
  • Friends & Family Phase
  • Series A Capital Raise Phase
  • Series B Capital Raise Phase
  • Series C Capital Raise Phase
  • Facet Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, financial advisors, & clients.

Its profile includes detailed outlines of its core services, including:
  • Financial Planning
  • Investment Management
And its profile concludes with the highlights of its organizational structure & ownership.

Disclosure: Tiburon's Managing Partner is a member of Facet Wealth (DBA Facet)'s board of directors.

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