Facet Wealth
Financial planning for the life you want.
West Palm Beach, United States · Founded 2016 · $193.0M raised
- Headquarters
- West Palm Beach, Florida
- 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.
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Funding History
Oct 2024
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Full funding history, per-round amounts, and investor participation.
Investors
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