Fundraising Fox

Facet

11 known investors

Find your way into Facet

504 people in our graph share verified history with the Facet team — schools, employers, funds. One of them is your warm intro.

Adrianna Maunlockedknows Patrick McKenna · together at Morgan Stanley (overlapped)
×5knows the team · via Morgan Stanley
knows the team · via University of Southern California
knows the team · via US Army
×4knows the team · via Georgetown University McDonough School of Business

Facet offers flat-fee financial planning memberships that pair members with CFP professionals for a personalized financial roadmap covering investing, tax planning and filing, retirement, estate, insurance, education, and equity compensation. It serves individuals and families seeking objective, commission-free financial advice beyond retirement.

ConsumerFintechSaaS

Founders & leadership

AJAnders Jones
Anders JonesinCEO & Co-Founder
PMPatrick McKenna
Patrick McKennain𝕏Co-Founder/Executive ChairmanHe previously co-founded Catalyst Opportunity Funds, an Opportunity Zone impact fund, and holds an MBA from Georgetown University and a bachelor's degree from the University of Southern California.

Investors · 11

Warburg PincusNew York
AccelreportedPalo Alto · $1.6M – $70M
Basis Set VenturesreportedMenlo Park · $1M – $3M
Durable Capital Partnersreported · 2 sourcesBethesda
Green Cow Venture Capitalreported · 2 sourcesSan Francisco
Multiplier Capitalreported · 2 sourcesWashington · $3M – $15M
Slow VenturesreportedSan Francisco · $50K – $1M
South Park CommonsreportedSan Francisco · $1M – $10M
TeleSoft Partnersreported · 2 sourcesSan Francisco
Two Sigma VenturesreportedNew York · $2M – $15M

Also in the syndicate · 1

Audacious Capital

Funding

SEC filings, press & company announcements

$35M disclosed across 1 of 2 rounds · 2021–2024

Source: company announcements and press reports — follow each round's link for the claim.

In the news

Facet Wealth (mostly) borrows $35 million after three years of sober cash rationing, but -- after self-curbing growth -- analysts see upsides | RIABizriabiz.com · Nov 2024Financial planning fintech Facet raises $35m funding roundfintechfutures.com · Oct 2024Facet Secures $35 Million in Additional Funding to Broaden Access to High-Quality Financial Advicebusinesswire.com · Oct 2024Facet Raises Additional $35Mwealthmanagement.com · Oct 2024Facet Wealth Raises $100M in Series Cwealthmanagement.com · Jan 2022Facet raises $13M to add photo editing features Photoshop can only dream oftechcrunch.com · Nov 2021Facet Raises $8M in Seed Funding - FinSMEsfinsmes.com · Jun 2021

Frequently asked questions

What does Facet do?
Facet offers flat-fee financial planning memberships that pair members with CFP professionals for a personalized financial roadmap covering investing, tax planning and filing, retirement, estate, insurance, education, and equity compensation. It serves individuals and families seeking objective, commission-free financial advice beyond retirement.
Who founded Facet?
Facet was founded by Anders Jones, Patrick McKenna.
Who are Facet's investors?
Facet's investors include Warburg Pincus, Accel, Basis Set Ventures, Durable Capital Partners, Green Cow Venture Capital, Multiplier Capital, Slow Ventures, South Park Commons and 2 more.
How much funding has Facet raised?
Facet has disclosed $35M raised across 1 of its 2 known rounds.