Fintech Facet Wealth Appoints Shruti Joshi as COO, Liz Shader as Director of Growth Marketing

Facet Wealth, a fast-growing Fintech offering customers with services tailored to meet individual requirements and enhance quality of life via a no-minimum, flat-fee model, reveals that it has appointed Shruti Joshi as its Chief Operating Officer.

Joshi, a “proven” Fortune 15 senior management professional with an established track record of promoting efficient, rapid growth across B2C and B2B segments, will be leveraging her experience to “guide Facet Wealth through its next phase of growth, as it continues on its mission to empower people to live more enriched lives by delivering a new standard of financial advice.”

In her role as COO, Joshi will be tasked with leading Facet Wealth’s growth by “overseeing its overall go-to market strategy, defining and leading its unique end-to-end client experience, and helping to define new revenue stream opportunities for the company.”

Shruti Joshi, COO of Facet Wealth, stated:

“Most people have questions about their finances and have not had access to the kind of financial advice they need. We provide an essential service that removes the stress of money from a person’s life, and gives people the power of understanding all their choices and knowing they are making the right decisions across their entire financial life. I am so proud to be a part of the Facet Wealth team and to bring our mission to life.”

Joshi comes to Facet Wealth with many years of industry experience working with leading firms like Verizon, where she was “responsible for customer acquisition, bringing the FiOS service to market, and achieving desired acquisition and efficiency targets.”

Prior to this role, Shruti held the role of Equity Partner / Director at Altman Vilandrie & Company (now Altman Solon), the largest international strategy consulting company that’s mainly focused on telecommunications, media, and technology. There, she “advised the world’s largest recurring revenue businesses on the generation of efficient growth through the use of advanced analytics, strategy, and digital media.”

Anders Jones, Facet Wealth co-founder and CEO, remarked:

“From day one we have sought to deliver a world-class financial planning experience to the people that the traditional firms ignore, and Shruti has a proven track record of accelerating growth and architecting best-in-class client experiences. We are excited to bring Shruti aboard to build upon the infrastructure and growth she has already driven.”

Additionally, Joshi is a former consumer tech founder who “launched Compell’d, a peer-to-peer recommendation sharing business.” She is skilled at “driving development, having consulted businesses across varying industries on strategy building and driving rapid, efficient growth,” according to an update shared with Crowdfund Insider. This reportedly includes Facet Wealth, where she was “an early investor and advisor.”

Previously in her career, Joshi, who holds an MBA from the Columbia Business School, “sat on the Board of Directors for Syntactx, now part of NAMSA, a pioneer in the medical device testing industry and is currently on the Advisory Board for TVision Insights, a leader in television performance metrics.”

Facet Wealth further revealed that they’ve appointed Joshi associate, Liz Shader, as their  Director of Growth Marketing. Shader most recently “served as Director of Product Management for a peer-to-peer recommendation platform.” Prior to that, she used her deep background in analytics and product marketing to “lead teams at major companies across the insurance and consulting industries.”

Facet Wealth claims that it’s the only firm offering “comprehensive financial planning services to Americans who want to improve their quality of life, using a no-minimum, flat-fee model based on clients’ needs, regardless of their net worth.”

Since launching in 2016, Facet Wealth’s focus is on “developing long-term, fiduciary relationships between clients and CERTIFIED FINANCIAL PLANNER™ professionals 1:1, so individuals have continuous access to financial guidance throughout their lifetime as new challenges or planning needs arise.”

With 75% of its customers “never having worked with an advisor before, Facet Wealth proves that its versatile model is able to deliver.”

Facet Wealth is an SEC-Registered Investment Advisor (RIA). Their fair price, membership-based model “delivers a premium, high-touch experience to all clients, regardless of net worth or assets under management (AUM).”

To date, Facet Wealth has “raised $79 million in funding from Warburg Pincus, Slow Ventures, and others.” Facet Wealth also “provides a Financial Wellness offering for employers seeking to empower their employees with affordable, comprehensive financial guidance.”

Facet Wealth is based in Baltimore, Mayland with CFPs “located across the United States.”

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