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

Vestmark’s Platform a Potent Addition to Facet Wealth’s Unique, Next-Generation Planning Offering

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.

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

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.

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“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.

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“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.”

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