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Facet logo

Facet

Recent Finacing

Equity

Recent Raise

$35M

Facet Wealth operates a tech-driven, subscription platform that pairs clients nationwide with CFP® fiduciary planners via proprietary tools to deliver personalized, no‑asset‑minimum financial planning and employer-facing wellness offerings.

Founded 2016
Maryland, United States
251-500
Private
facet.com
PitchBook

Highlights

Focus Areas

Advice
Finance
Financial Services
Wealth Management

Recent Investors

Warburg Pincus logo
TeleSoft Partners logo
Green Cow Venture Capital logo
Durable Capital Partners logo
Multiplier Capital logo
Audacious Capital logo
Slow Ventures logo

Financials

$193M

Total Raised

4

Funding rounds

7

Investors


Team

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See the team members at Facet.