Facet

formerly Facet Wealth

Financial planning for every facet of your life

West Palm Beach, United States · Founded 2016 · $193.0M raised

Employees
201–500
Founded
2016
Business Model
B2C
Website
facet.com
Total Funding
$193.0M
Last Round
$35.0M Series DOct 2024
Rounds
5

About

Facet is a tech-enabled financial planning firm that pairs members with dedicated Certified Financial Planners for a flat annual membership fee. Founded in 2016, Facet modernizes access to fiduciary financial advice covering investments, retirement, tax planning, insurance, and estate planning—making professional guidance affordable for everyday Americans.

Summary

Facet is a Fintech company based in West Palm Beach, United States, founded in 2016. It has raised $193.0M in total across 5 rounds, most recently a $35.0M Series D round in Oct 2024. Investors include Warburg Pincus, Multiplier Capital and Durable Capital Partners.

Tech & App Stack

4 technologies & apps tracked

Every product and vendor across these categories, with where each signal came from.

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Funding History

Debt FinancingDebt/Growth CapitalOct 2024
$35.0M

Sign up to see all 6 rounds

Seed through Series D — per-round amounts, valuations, and who invested in each round.

Investors

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