Facet Wealth (Facet), a next-generation financial services company, welcomes Paul Martin as the firms new chief technology officer, guiding the evolution of Facets groundbreaking tech platform that enables its team of planners to deliver affordable and comprehensive financial planning to underserved mass affluent households. Martin brings to Facet extensive entrepreneurial experience and a proven record of transforming agile engineering teams.
At Facet Wealth, Martin will oversee all aspects of Facets technological underpinning, including software development, data security, refining insights gleaned from data analytics, and improving the artificial intelligence and machine learning technologies that drive the productivity of its CFP Professionals and enhance Facets client experience. Martin will bolster Facets web-based, mobile-ready platform, helping Facets clients fit full financial planning service into their lives at their convenience.
Facet Wealths planning and productivity technology is a force multiplier unlike anything I have seen in the financial services industry, Martin said. I relish the opportunity of guiding the ongoing development of Facets solutions and giving our planning teams and clients even more tools to succeed every day.
A graduate of Virginia Tech with a B.S. in Computer Engineering, Martin most recently served as CTO for Workspace.com, building its internal team from scratch and forging a tech roadmap to guide its growth. Prior to his role at Workspace, Martin led the explosive growth of Sequoia Software and developed the strategy that transitioned the company to an enterprise portal vendor, ultimately leading to a successful IPO and subsequent acquisition by Citrix Systems.
Managing and scaling a fast-growing tech organization is Pauls specialty, said Anders Jones, co-founder and CEO of Facet Wealth. Facets core value prop is leveraging technology to lower the cost and increase the availability of financial planning, and Pauls experience and leadership are a great addition to the team. Were excited to have him on board.
About Facet Wealth
Facet Wealth is a next-generation financial services company providing comprehensive, transparent service at an affordable price to the mass affluent households that need it most. Facet Wealth is a SEC Registered Investment Advisor (RIA) that offers human-first, technology-enabled financial planning services through a dedicated team led by CFP Professionals. Facet Wealth is a fiduciary, acting in the best interest of our clients. Based in Baltimore, Maryland, with a nationwide reach, Facet Wealth is a partner to financial services firms looking for a better solution for their mass affluent clients. For more information, follow Facet Wealth on Twitter at @FacetWealth or visit www.facetwealth.com.
Gregory FCA for Facet Wealth