Summary

Facet Wealth

Founded in 2016

Description

Financial Planning as it Should Be Experience the clarity and confidence of having personalized advice for all the financial decisions that impact your life. Lets Talk Were one of the fastest-growing financial services companies, as seen in: Weve bu...

Strengths

  • Facet Wealth has a strong market share in their industry
  • Revenue generated per employee is greater than industry average
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average
  • Since Facet Wealth was founded, the company has grown faster than the industry average
  • Web traffic rankings are better than the industry average

Weaknesses

  • Variance of revenue growth is more than the industry average

Annual Revenue

Facet Wealth's annual revenue

$154669000

Based on Kona Equity data

  • Revenue per employee

    $515563

  • Variance of revenue growth

    12.63

  • Annual revenue growth since founding

    $3685000

  • Revenue growth rate from first known quarter to current

    360.6%

Employee Count

300 employees

  • Employee growth rate from first known quarter to current

    858.3%

Executives

Marcus Hadley

Vice President, Product Development

m**@facetwealth.com

Kimberly Dulaurence

Lead Planner

k**@facetwealth.com

Kailyn Cabrera

Director, Talent

k**@facetwealth.com

Nick Betit

Vice President, Growth & Client Experience Analytics

n**@facetwealth.com

Liz Shader

Director, Growth Marketing

l**@facetwealth.com

Brandon Bianchi

Compliance Analyst

b**@facetwealth.com

David Wirth

Lead Planner

d**@facetwealth.com

Benjamin Bryer

Vice President, Business Operations

b**@facetwealth.com

Moein Eshfagh

Data Analyst

m**@facetwealth.com

Bill Fahrbach

Chief Financial Officer

b**@facetwealth.com

Brent Weiss

Co-Founder

b**@facetwealth.com

Lenis David

Growth Engineer

l**@facetwealth.com

Leigh Sodac

Director, Marketing

l**@facetwealth.com

Chris Hufman

Chief Administrative & Compliance Officer

c**@facetwealth.com

Gary Johnston

Senior Manager, Client Success

g**@facetwealth.com

Christopher Houston

Vice President, Finance

c**@facetwealth.com

Harry Kirkpatrick

Chief Revenue Officer

h**@facetwealth.com

Jamie Dunn

Lead Planner

j**@facetwealth.com

Andy Barton

Head of Client Success

a**@facetwealth.com

Jaykush Patel

Client Success Associate

j**@facetwealth.com

Andrew Horst

Controller

a**@facetwealth.com

Shruti Joshi

Chief Operating Officer

s**@facetwealth.com

Alexandra Wilson

Director, Planning

a**@facetwealth.com

Anders Jones

CEO

a**@facetwealth.com

Lauren Demarzo

Director, Finance

l**@facetwealth.com

Phone Wealth

Chief Executive Officer

p**@facetwealth.com

Rick Clu

Director, Financial Planning

r**@facetwealth.com

Jenny Putnam

Director, Client Success

j**@facetwealth.com

Jonathan Avila

Director, Client Success

j**@facetwealth.com

Jodee Fields

Head of Sales Enablement

j**@facetwealth.com

G Score - 6

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.
  • G2 Income per employee more than industry average.
  • G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
  • G4 Employee growth rate from the first known quarter to current is higher than the industry average.
  • G6 Annual revenue growth since founding is higher than the industry average.
  • G7 Website traffic rankings are better than the industry average

Web Analysis

  • Rank

    334 K

  • Page views per visitor

    2.6

  • Daily time

    2:53

  • Bounce Rate

    69.2 %

Location

509 S. Exeter Street, Ste. 202 
Baltimore, Maryland  21202

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Key Information

  • SIC: 62; 628
  • NAICS: 523; 523920
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Facet Wealth.

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Frequently Asked Questions

Where is Facet Wealth located?

Facet Wealth's headquarters are located at 509 S. Exeter Street, Ste. 202  Baltimore, Maryland  21202.


What is Facet Wealth's official website?

Facet Wealth's official website is facetwealth.com


What is Facet Wealth's revenue?

Facet Wealth's annual revenue is $154.7 M.


What is Facet Wealth's SIC code?

Facet Wealth's SIC: 62; 628


What is Facet Wealth's NAICS code?

Facet Wealth's NAICS: 523; 523920.


How many employees does Facet Wealth's have?

Facet Wealth has 300 employees


What industry does Facet Wealth belong to?

Facet Wealth is in the industry of Financial services.

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