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Facet Wealth selects Diffusion as consumer and corporate AOR

by | Sep 24, 2020

Facet Wealth, a fintech startup breaking the cost barriers of high-quality financial planning, has selected Diffusion as its public relations agency of record following a competitive RFP process. Diffusion will provide both corporate and consumer support for the financial services company, raising Facet Wealth’s brand awareness and credibility among Americans seeking a human-centric, technology enabled approach to personal financial planning.

To further position Facet Wealth as the ideal solution for Americans looking to achieve their financial goals, Diffusion’s campaign will employ an always-on media relations engine designed to interject Facet Wealth’s expertise and unique point-of-view into trending personal finance topics dominating the news cycle. Additionally, Diffusion’s campaign will create content for Facet Wealth, informed by original data demonstrating how the current climate is actively altering American financial priorities, among other related topics.

Headquartered in Baltimore and founded in 2016 by financial planning experts and veteran technology entrepreneurs, Facet Wealth employs a team of remote CFP ® Professionals, providing consumers access to high quality financial planning at fair and transparent prices. With real, actionable advice and a fair pricing model based on goals and needs rather than net worth, Facet Wealth provides customized, tailored advice to clients. To date, Facet Wealth has raised $33M in Series A funding from Warburg Pincus, Slow Ventures and more.

Randi Charles, Head of Marketing at Facet Wealth, commented: “When selecting a firm as your communications partner, one of the first things you immediately try to evaluate is the team. Are they strategic and creative? Are they able to bring our story to market with the same passion as our team? Will they help us unlock innovative ways to position our product?  We were won over by Diffusion’s fresh take on our brand and their detailed experience in our sector—but their team sealed the deal. We went into this process looking for an agency that would be a partner, fully invested in our mission and goals. Diffusion is that agency.”

Kate Ryan, U.S. Managing Director at Diffusion, commented: “The world we live in today is not in any way, shape or form close to the world anyone thought we would be living in one year ago. COVID-19 has thrown the playbook for everything out the window, and for many Americans, is a startling wake-up call into their finances and overall financial planning. Facet Wealth’s approach to democratizing access to certified financial planners – something you previously had to be ‘rich’ to qualify for – will truly change the way Americans manage their money and make plans for their lives. Our PR campaign will position Facet Wealth as the financial services firm of the future, and the place every day Americans can turn to and entrust their financial future.”

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