Compare Facet Wealth vs Retirable
Customers evaluate the quality of Facet Wealth's products using the following success metrics.
Overview
Facet Wealth is 8 yrs old and is based in United States.
Facet Wealth offers technology-enabled financial planning services through a team led by a certified financial planner. The company partners with industry incumbents to identify and transition clients who do not fit their ideal profile, which frees them up to focus on growth, increase practice valuation, and undergo generational transitions, and also enables more clients to receive quality financial life guidance from a fiduciary. Facet Wealth was founded in 2016 and is based in Baltimore, Maryland.
Retirable is 5 yrs old and is based in United States.
Retirable focuses on financial advisory services for retirement and provides retirement plans. It delivers retirement investing, planning, and spending spectrum. The company was founded in 2019 and is based in New York, New York.
Demo Video
Leadership
Anders Jones (Founder, Chief Executive Officer)
R. Tyler End (Founder)
Funding
Investors
Warburg Pincus, TeleSoft Partners
Vestigo Ventures, Diagram Ventures
Product
Why Facet Wealth beats Retirable
Why Retirable beats Facet Wealth
- Whereas Facet tries to be one-size-fits-all remote planning, Retirable specializes exclusively in retirement planning and income generation through our decumulation management, income distribution, and spending card. Facet does not generate retirement income or do planning beyond projections.
Benefits
Products
Core Financial Planning Offering
Unbiased, financial advice at a flat subscription price.
Retirement Advisor
Dedicated financial advisor, available via video/phone call, email, or SMS, to prepare and help clients follow their retirement planning. Licensed, U.S. based, fiduciaries (Series 65 or more), all of whom are Retirable employees.
Customers
Known Partners
Why They Buy
News & Analysis
Facet Wealth has been mentioned in our research 1 time.
Retirable has not been mentioned in our research.
Research Articles
Expert Collections
Wealth Tech
2,051 items
Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
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245 items
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Wealth Tech
2,051 items
Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Financial Wellness
245 items
Track startups and capture company information and workflow.