Facet
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Facet

https://www.facetwealth.com/
Last activity: 09.01.2024
Categories: PlatformPlanningPersonalTechnologyServiceLifeITFinTechOwnManagement
Facet Wealth is one of the fastest-growing financial services companies. By providing each client with their own CFP® professional to integrate unbiased financial advice into every facet of their life, at an affordable subscription price, we’re creating financial planning as it should be. Disclosures: https://facetwealth.com/legal-documents/social-media-disclosure/
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Location: United States, Maryland, Baltimore
Employees: 201-500
Total raised: $158M
Founded date: 2016

Investors 3

Funding Rounds 3

DateSeriesAmountInvestors
25.01.2022Series C$100M-
07.10.2020Series B$25MWarburg Pi...
16.09.2018Series A$33MWarburg Pi...

Mentions in press and media 40

DateTitleDescriptionSource
09.01.2024Financial planners say their clients earn the most passive i...Personal Finance Chevron icon It indicates an expandable section or menu, or sometimes previous / ne...businessin...
20.01.2022Facet Wealth banks $100M Series CFacet Wealth has raised $100 million in a round led by Durable Capital Partners. The company offers ...pitchbook....
20.01.2022Facet Wealth Secures $100M in Series C BALTIMORE, MD, Facet Wealth, a fintech company, has raised $100 million in Series C funding, led b...vcnewsdail...
19.01.2022Facet Wealth raises $100 millionFacet Wealth, Facet Wealth Founded: 2016 Headquarters: Baltimore, MD, US Total Funding: $158M Se...coverager....
19.01.2022Inside crypto exchange FTX’s new venture fundThis is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign ...fortune.co...
19.01.2022Inside crypto exchange FTX’s new venture fundThis is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign ...fortune.co...
19.01.2022Facet Wealth Secures $100 Million in Series C RoundFacet Wealth — a fintech company offering personalized and unbiased financial advice that integrates...marketscre...
19.01.2022Facet Wealth just raised a $100M Series C. Expect remote tec...Following a historic year for VC investment in the Baltimore region, we have our first big funding n...technical....
12.11.2021Margin account: A brokerage account that allows investors to...A margin account is a type of brokerage account that allows you to borrow against the assets in your...businessin...
11.11.2021Margin account: A brokerage account that allows investors to...Margin accounts have a maintenance requirement, which is how much equity you need to have in your ma...businessin...
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