FW

Facet Wealth

Financial planning for the life you want.

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

Employees
201–500
Founded
2016
Business Model
B2C
Total Funding
$193.0M
Last Round
$35.0M Series DOct 2024
Rounds
4

About

Facet Wealth is an SEC-registered investment adviser offering subscription-based financial planning and wealth management through a flat-fee membership model. Members receive personalized financial roadmaps and unlimited access to CFP professionals covering investing, retirement, tax planning, estate planning, insurance, and equity compensation. Founded in 2016 and serving over 24,000 members, Facet does not take commissions and provides objective, fiduciary advice across all facets of a client's financial life.

Summary

Facet Wealth is a Fintech company based in West Palm Beach, United States, founded in 2016. It has raised $193.0M in total across 4 rounds, most recently a $35.0M Series D round in Oct 2024. Investors include Warburg Pincus, Multiplier Capital and Durable Capital Partners.

Sign up to view the funding chart

Create a free account — you'll get 10 credits a month to unlock funding history, valuations, and tech stacks.

Funding History

Series DSeries DOct 2024
$35.0M

Sign up to see all 4 rounds

Full funding history, per-round amounts, and investor participation.

Investors

Similar Companies