Facet Wealth Selects Vestmark’s Trading and Portfolio Management Technology to Serve the Mass-Affluent

December 4, 2018

BALTIMORE--(BUSINESS WIRE)--Dec 4, 2018--Today, Facet Wealth (“Facet”), a next-generation financial services company, announces its partnership with Vestmark, a leading provider of portfolio management and trading solutions for financial institutions and advisors, to enhance Facet’s investment management capabilities.

Vestmark’s platform will provide scale to Facet Wealth’s investment process, further driving Facet’s growth as it uses its proprietary advances in machine learning and artificial intelligence to provide high-touch, human-first financial planning to mass-affluent households.

“Facet Wealth’s business model is unique in the financial services industry, and we’re excited to help fuel their continued growth with our portfolio management engine,” said Vestmark CEO John Lunny. “We also believe that mass affluent households deserve the best in financial life guidance and investment management.”

Vestmark’s platform enables Facet Wealth’s advisors to provide even better service and more attention to their clients. Facet Wealth’s Silicon Valley-grade technology innovates on delivery of service and productivity, while Vestmark’s investment management technology will provide Facet advisors with more capacity to do client-facing work.

“Our partnership with Vestmark helps Facet play to our strengths of breaking down cost barriers to comprehensive financial planning for mass-affluent families,” said Anders Jones, CEO and Co-Founder of Facet Wealth. “With Vestmark, we can offer greater, dynamic investment solutions to these clients while bolstering our ability to deliver high-quality planning and advice at a price point that makes sense to consumers.”

About Facet Wealth

Facet Wealth is a next-generation financial services company providing comprehensive, transparent service at an affordable price to the mass affluent households that need it most. Facet Wealth is a SEC Registered Investment Advisor (RIA) that offers human-first, technology-enabled financial planning services through a dedicated team led by a CFP® Professional. Facet Wealth is a fiduciary, acting in the best interest of our clients. Based in Baltimore, Maryland, with a nationwide reach, Facet Wealth works with financial services professionals as a solution for small accounts. For more information follow Facet Wealth on Twitter at @FacetWealth or please visit www.facetwealth.com.

About Vestmark

Vestmark is a leading provider of wealth management solutions and services, headquartered outside of Boston, MA. Founded in 2001, Vestmark’s mission is to enable investors to better their financial well-being.

Vestmark enables financial advisors and institutions to efficiently manage and trade their clients’ portfolios through an innovative SaaS environment. With over $1 trillion in assets and 3.5 million accounts, we are a trusted partner to some of the largest and most respected players across the wealth management industry.

For more information about Vestmark’s solutions, call (781) 224-3640, email inquiry@vestmark.com, or visit  www.vestmark.com.

View source version on businesswire.com:https://www.businesswire.com/news/home/20181204005207/en/

CONTACT: Jimmy Moock

Gregory FCA for Facet Wealth



P: 610-228-2125

M: 610-348-7849



SOURCE: Facet Wealth

Copyright Business Wire 2018.

PUB: 12/04/2018 09:00 AM/DISC: 12/04/2018 09:01 AM


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