最有看点的互联网金融门户

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财务规划平台Facet Wealth获3300万美元融资

Facet Wealth是一家针对美国消费者的财务规划和咨询创业公司,总部位于巴尔的摩。

近日,该公司在A轮融资中获得了来自Warburg Pincus领投的3300万美元。

目前,该公司已经建立了一个专有技术平台,帮助它与行业现有企业合作,以识别和转变不符合“理想配置文件”的客户,让更多传统财务管理行业忽视的人群也能享受到先进的金融服务。

 

Facet Wealth, a financial planning and advice startup targeting US consumers, has raised $33 million in a Series A funding round led by Warburg Pincus.

Baltimore-based Facet is pitching its personalised financial management service to the "mass affluent" population largely ignored by the traditional wealth management industry.

The firm has built a proprietary technology platform that helps it partner with industry incumbents to identify and transition clients who do not fit the "ideal profile".

Patrick McKenna, chairman, Facet, says: "We founded Facet Wealth on the belief that the cost of comprehensive financial planning is too high for millions of Americans who truly need it.

"We are turning the traditional model on its head by harnessing technology to dramatically lower the cost and increase the personalization of our CFP? Professionals’ financial advice for the broader market."

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