Facet Wealth (DBA Facet):
Delivering Mass Affluent Market Financial Planning through WealthTech Tools & Virtual CFPs
Recently Released!!!
Date Published: April 21, 2025
Summary PowerPoint Deck: 118 Slides
Reference PowerPoint Deck: 185 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, 156 employees, 50 financial advisors, & 14,535 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:
Its profile includes detailed outlines of its core services, including:
Date Published: April 21, 2025
Summary PowerPoint Deck: 118 Slides
Reference PowerPoint Deck: 185 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, 156 employees, 50 financial advisors, & 14,535 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 & Seed Capital Phase
- Series A Capital Raise Phase
- Series B Capital Raise Phase
- Series C Capital Raise Phase
- DBA Facet & Series D Capital Raise Phase
Its profile includes detailed outlines of its core services, including:
- Financial Planning
- Investment Management
Disclosure: Tiburon's Managing Partner is a member of Facet Wealth (DBA Facet)'s board of directors.
Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
