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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
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 |
|
|
— | Seed |
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