This Tech-Advisor Hybrid Wants Your Small Clients

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

Tech Startup That Buys RIA Clients Raises $33M

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