Jackson Arnold

Jackson is a Research Associate for Projects Team at Corporate Insight.

Email: jarnold@corporateinsight.com

Author's Posts

Facet Wealth: A Digital Advice Startup with a Multi-Faceted Down-Market Strategy

October 31, 2018 by
Last month, private equity firm Warburg Pincus infused virtual RIA Facet Wealth with $33 million in Series A funding. The Baltimore-based startup, founded in 2016, differentiates itself in a commoditized digital advice marketplace with an unconventional client acquisition strategy, fee-for-service pricing structure and call-center-based advice delivery model. None of these strategies are unique in a […]