A lot changed with the new Tax Cuts and Jobs Act [TCJA] in 2018. My goal is not to provide you with every change (I do want you to be awake by the end of this), but to provide you with the most relevant information for you and our clients.
Anders Jones and Brent Weiss sat down with Maryland Public Television to discuss how Facet Wealth is using a combination of people and technology
Meet the next wave of startups growing big ideas into local companies. Jan. 28, 2019 4:02 pm By Stephen Babcock For the people looking to move within a thriving tech community, it’s important to be able to easily call upon the key players. Yet a changing economy brings new names and differing measures of success. … Read moreHere are this year’s 20 most promising startups in Baltimore: realLIST 2019
Anders Jones is CEO and co-founder of Facet Wealth, a next-generation financial services firm reinventing financial life management for the mass affluent.
CEO Anders Jones talks about moving to Baltimore from Silicon Valley, and the company’s plans for growth. Facet Wealth, a Baltimore-based personal financial planning startup, raised $33 million as it looks to scale, according to CEO Anders Jones. The Series A round was led by New York private equity firm Warburg Pincus, and included participation from existing … Read moreBaltimore-based personal finance startup Facet Wealth raises $33M
NOVEMBER 19, 2018 • GEORGE YACIK A rash of low-cost, online-only financial advisory companies have hit the scene in recent years, threatening to steal customers from traditional advisors while also broadening the market for financial planning and wealth management. Many of them are so-called robo-advisors which use computer models to recommended a portfolio of low-cost exchange-traded funds … Read moreBridging The Divide Between Robo-Advisors And Traditional RIAs
Facet Wealth’s wheelhouse is the same client profile advisors are typically trying to offload. Despite their youthful appearance, Anders Jones and Patrick McKenna are Silicon Valley veterans: Degrees from Stanford, Wharton, and Georgetown appear on their resumes. After being on the team that sold a startup to Acxiom for $310 million, Jones was a founding … Read moreThis Tech-Advisor Hybrid Wants Your Small Clients
Facet Wealth, a digital wealth management platform with an intriguing twist, has raised $33 million in Series A funding from investment firm Warburg Pincus and venture capital firm Slow Ventures. The twist? Facet Wealth, which has $23 million in assets under management, acquires smaller clients from RIAs but promises to offer them back if client … Read moreTech Startup That Buys RIA Clients Raises $33M