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Company Profiles: Revenue, Growth, Competition

FACET WEALTH Revenue, Growth & Competitor Profile

DBA OneK Financial, Inc.
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Company Awards

VC / Private Equity
Venture Capital / Private Equity
Big Fish
Big Fish
Brain Power (IP)
Patent/Trademark IP
 

Company Profile & Annual Report for Facet Wealth

Access the complete profile.

Facet Wealth Fast Facts

Revenue$100 - $500 million    See Exact Annual Revenue
Employees100 - 500Exact Company Size
Primary Industry523 Securities, Commodity Contracts & Other Financial Investments
Address100 International Drive
23rd Floor
Baltimore, MD 21202

facetwealth.com
Note: Revenues for privately held companies are statistical evaluations.


Facet Wealth's annual revenues are $100-$500 million (see exact revenue data) and has 100-500 employees. It is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry.


Facet Wealth's Annual Report & Profile shows critical firmographic facts:
  • What is the company's size? (Annual sales and employees)
  • What industry is the company in?

Facet Wealth Annual Revenue and Growth Rate

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


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

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



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




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

$ Millions
(Industry Average)
Facet Wealth Revenue (Sales) Facet Wealth Premium Report
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
 


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.


Recession Risk

Determine whether Facet Wealth grew or shrank during the last recession. This is useful in estimating the financial strength and credit risk of the company. Compare how recession-proof Facet Wealth is relative to the industry overall. While a new recession may strike a particular industry, measuring the industry and company's robustness during the last recession estimates its ability to weather future recessions.



U.S. Industry Overview & Market Statistics:
Securities, Commodity Contracts & Other Financial Investments

Publisher: AnythingResearch

  • Market Size
  • Growth Rate
  • 5-Year Market Forecast
  • Average Company Size & Growth
  • Salary & Compensation Benchmarks



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 HeadquartersRevenue ($ MM)
CITIGROUPStamford, CT100 
FEDERAL HOME LOAN MORTGAGEMclean, VA79 
ADVISORTRUSTSioux Falls, SD70 
STONEX GROUPNew York, NY44 
FIDELITY WORKPLACE SERVICESBoston, MA41 
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEFNew York, NY37 
RITE-VALUE PHARMACYLouisa, KY31 
GOLDMAN SACHS ASSET MANAGEMENTNew York, NY29 
TMHChattanooga, TN18 




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 HeadquartersRevenue ($ MM)
BROWN ADVISORY INVESTORS 2023 - PENDULUM OPPORTUNITIES II LLLPBaltimore, MD100 
BROWN INVESTMENT ADVISORY & TRUSTBaltimore, MD97 
LEGG MASONBaltimore, MD40 
FACET WEALTHBaltimore, MD28 
KDP INVESTMENTSBaltimore, MD16 
WMS PARTNERSTowson, MD12 




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.

CompanyRevenue ($ MM)
Facet Wealth Competitors