Facet Wealth Revenue, Growth & Competitor Profile

DBA OneK Financial, Inc.

Company Profile & Annual Report for Facet Wealth

Access the complete profile.

Facet Wealth Fast Facts

Revenue	$100 - $500 million    See Exact Annual Revenue
Employees	100 - 500Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	100 International Drive 23rd Floor Baltimore, MD 21202

Note: Revenues for privately held companies are statistical evaluations.


Facet Wealth's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Facet Wealth's annual revenues are $100 - $500 million (see exact revenue data)
• What industry is the company in?
  • Facet Wealth is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Facet Wealth Annual Revenue and Growth Rate

Facet Wealth	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$100 - $500 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Facet Wealth's revenues are gauged from an analysis of company filings.

Facet Wealth's Income Statement (based on Industry Averages)

Facet Wealth P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Investor Activity

Facet Wealth has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
June 17, 2022	1	100%	$1 MM
Complete list of funding rounds and total amounts in the Company Report

Trademark Applications

Trademark applications show the products and services that Facet Wealth is developing and marketing. Facet Wealth's new tradmarks suggest it is investing in R&D and marketing, while expanding into new products or markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
MONEYSTYLE Educational services, namely, providing information, insight, and instruction through an online financial assessment	10/18/2023
FACET Investment advisory services; Financial planning and investment advisory services; Financial services, namely, wealth management services	05/21/2019
THE FACET WAY Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial information and advisory services; Financial trust planning; Insurance and financial information and consultancy services; On-line financial planning services	05/18/2019

See all trademarks and details in the Full Report.

Market Share of Facet Wealth's Largest Competitors

A competitive analysis shows these companies are in the same general field as Facet Wealth, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Facet Wealth. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
BROWN ADVISORY INVESTORS 2023 - PENDULUM OPPORTUNITIES II LLLP	Baltimore, MD	100
BROWN INVESTMENT ADVISORY & TRUST	Baltimore, MD	97
LEGG MASON	Baltimore, MD	40
FACET WEALTH	Baltimore, MD	28
CBE ACQUISITION CORPORATON	Baltimore, MD	21
KDP INVESTMENTS	Baltimore, MD	16

Future Competition: Facet Wealth's Fastest Growing Competitors

These companies are in the same general field as Facet Wealth and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)