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Facet Wealth

company

About

Facet Wealth is a provider of financial and wealth management services used to simplify the financial planning process.

  • 101 - 250

Highlights

Total Funding Amount
$100M
Funding Rounds
2
Investors
2
Investments
1
Lead Investments
1

Details

Last Funding Type
Seed
Industries
Finance,Financial Services,Wealth Management
Founded date
Jan 1, 2016
Number Of Employee
101 - 250
Operating Status
Active

Facet Wealth is a provider of financial and wealth management services used to simplify the financial planning process. Its services include portfolio management, comprehensive full financial life planning, and personalized goal planning from a dedicated Certified Financial Planner (CFP) on a subscription-based model that enables customers to increase their financial security and prosperity at an affordable cost.

Facet Wealth was founded in 2016 and is headquartered in Baltimore, Maryland.

Funding Rounds

Number of Funding Rounds
Total Funding Amount
2
$100M
Facet Wealth has raised a total of $100M in funding over 2 rounds. Their latest funding was raised on Dec 27, 2021 from a Series C round.
Announced Date Round Money Raised Number of Investors Lead Investors Post Valuation
Dec 27, 2021 Series C $100M 1 — — Detail
May 1, 2017 Seed — 1 — — Detail

Investments

Number of Investments
Number of Lead Investments
1
1
Facet Wealth has made 1 investments. Their most recent investment was on Jun 10, 2021, when MentorKart raised $150K.
Date Company Name
Round Money Raised Industry Lead Investor
Jun 10, 2021 MentorKart
Seed $150K Career Planning Yes

Investors

Number of Lead Investors
Number of Investors
—
2
Facet Wealth is funded by 2 investors. TeleSoft Partners and Rannapo Partners are the most recent investors.
Investor Name Lead Investor Funding Round
TeleSoft Partners — Series C
Rannapo Partners — Seed
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