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    Facet Wealth raises m for financial planning platform

    Facet Wealth, a financial planning and advice startup targeting US consumers, has raised million in a Series A funding round led by Warburg Pincus. Baltimore-based Facet is pitching its personalis...

    Smart Money: How Artificial Intelligence Will Transform Wealth Management

    Tomorrow's wealth manager will be able to pass off the most tedious ... that people need to buy into you personally just as much as they're buying into your investment and accounting strategies. While ...

    Peapack-Gladstone Bank Hires June Ryan, Senior Managing Director & Senior Trust Officer, Peapack Private Wealth Management

    Ms. Ryan is an accomplished financial services professional with ... Bank of America Private Wealth Management in New York where she administered multigenerational family relationships in excess ...

    Facet Wealth Gets a Million Investment, Led by Warburg Pincus

    Hybrid digital wealth management provider Facet Wealth announced it has secured million in funding, in a Series A round led by private equity firm Warburg Pincus. Joining the PE firm was Slow Vent...

    Clarifi’s financial boot camp now includes racial wealth gap training for entrepreneurs

    Yikes: The median white household has 13 to 16 times the net worth of Black and Latinx households in the United States. Last year, financial services nonprofit Clarifi’s coaching program, Clarifi Boot ...

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