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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

Author Oisin Breen October 1, 2020 at 6:45 AM
1 Comment
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Anders Jones: We're looking to double -- and double again.

Technology


Stephen Chen

Stephen Chen

October 2, 2020 — 5:00 PM
This sounds more like Ayco - Goldman's offering. which they are extending through the United Capital acquisition. At $2,000 per customer - it's still a higher end offering. We're seeing organic uptake of our platform from consumers users sharing our platform through their employer networks.

Related Moves

April 3, 2019 at 2:22 AM

Vise resets -- again -- with more executive firepower and fresh vision focused on RIA M&A and 'wellness,' but analysts say its solutions must stand apart to succeed

The New York City brat pack -- still loaded with VC cash -- is pivoting, again, but with a pitch that has convinced big hitters to join the firm as advisors and president, respectively.

November 6, 2024 at 5:06 AM

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

Fidelity Investments' plan to hire 12,000 by October hit wall of macro-headwinds; no problem, it landed at 15,000; Schwab keeps hiring, too

The Boston giant's people grab could be derailed by indigestion -- the inability to assimilate staff -- an analyst says; but it has yet to materialize so the hiring spree rolls on.

October 29, 2022 at 12:02 AM


Mentioned in this article:

Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame



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