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Facet Wealth is a FinTech startup that offers financial planning services for moderately wealthy individuals. The goal-based financial planning services are offers by a team of CFP professionals, after understanding the goals of users.
Facet Wealth offers financial services to individuals who have between $100,000 and $1 million in net worth. It provides financial planning services like college saving, retirement planning, etc.
The company has partnered with independent financial advisory firms to help transition their smaller clients.
average client has about $300,000
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