$50MM AUM | $500,000 GDC in Baltimore, MD

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Baltimore, MD, US
Profile Type
Join A Practice | Buyer
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$500,000.00
# of Accounts
200
Avg Client Age
35
Overview

Facet is a venture-backed FinTech company that has built technology to lower the cost of providing comprehensive financial planning (not just asset management) and are working with advisors (both RIAs and IBDs) to transition small accounts to our platform. We are human-first and planning-first (we are not a roboadvisor)

We're interested in partnering with buyers of advisor books to carve out the low- or negative- margin clients from the transaction, and to transition those clients onto the Facet platform.

We're started by two Silicon Valley entrepreneurs (over $1B+ in exits between us) who teamed up with a HNW independent advisor and a team of artificial intelligence experts.

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