Facet Wealth raises $33 million for personal finance platform

“Our mission is to unlock access to high-quality financial advice for the mass affluent individuals and families that are often underserved or overlooked by the traditional wealth management industry,” said Facet Wealth CEO Anders Jones, in a


Live Oak Bank Launches Live Oak Private Wealth

As part of the Live Oak family of companies, Live Oak Private Wealth leverages technology, innovation and a state-of-the-art client experience to give this generation and the next tailored solutions to support and advance their objectives.