Facet

Financial planning for every facet of your life

Employees
201–500
Founded
2016
Business Model
B2C
Website
facet.com
Total Funding
$158.0M
Last Round
$100.0M Series CJan 2022
Rounds
4

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.

Tech & App Stack

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Funding History

Debt FinancingDebt/Growth CapitalOct 2024
$35.0M

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Investors

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