Facet
Wealth (“Facet”), a next-generation financial services company,
welcomes Paul
Martin as the firm’s new chief technology officer, guiding the
evolution of Facet’s 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 Facet’s
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 Facet’s client
experience. Martin will bolster Facet’s web-based, mobile-ready
platform, helping Facet’s clients fit full financial planning service
into their lives at their convenience.
“Facet Wealth’s 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 Facet’s 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 Paul’s
specialty,” said Anders
Jones, co-founder and CEO of Facet Wealth. “Facet’s core value prop
is leveraging technology to lower the cost and increase the availability
of financial planning, and Paul’s experience and leadership are a great
addition to the team. We’re 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.
View source version on businesswire.com: https://www.businesswire.com/news/home/20190425005561/en/