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.

Last Activity
within 6 months

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