Fundraising Fox

Facet

5 known investors

facetwealth.com β†—

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

AJ
Anders JonesinFounder
PMPatrick McKenna
Patrick McKennain𝕏FounderPartner at Comeback Capital

Investors Β· 5

Warburg PincusNew York
Durable Capital PartnersreportedBethesda
Green Cow Venture CapitalreportedSan Francisco
Multiplier CapitalreportedWashington Β· $3M – $15M
TeleSoft PartnersreportedSan Francisco

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 Β· Nov 2024Financial planning fintech Facet raises $35m funding roundfintechfutures.com Β· Oct 2024Facet Secures $35 Million in Additional Funding to Broaden Access to High-Quality Financial Advicebusinesswire.com Β· Oct 2024Facet Raises Additional $35Mwealthmanagement.com Β· Oct 2024Facet Wealth Raises $100M in Series Cwealthmanagement.com Β· Jan 2022Facet Raises $8M in Seed Funding - FinSMEsfinsmes.com Β· 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, Durable Capital Partners, Green Cow Venture Capital, Multiplier Capital, TeleSoft Partners.