Fundraising Fox
Facet
Baltimore, US · Founded 2016 · 302 employees on LinkedIn · 12 known investors
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Facet provides personal financial planning and investment management, using diversified low-cost, tax-efficient ETF portfolios paired with a dedicated CFP professional. It charges a flat fee rather than commissions or a percentage of assets, serving individual investors seeking financial advice.
Founders & leadership
Facet was founded in 2016 by ANDERSON JONES, Anders Jones, and Patrick McKenna.
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ANDERSON JONESCo-founder
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Patrick McKennaCo-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.
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PAUL MARTINChief Technology OfficerHe has prior experience building and scaling engineering teams at companies through growth stages including IPO and acquisition.
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DARSHAN PATELChief Financial OfficerHe previously worked as a Vice President in investment banking at Barclays' Restructuring and Finance Group, and holds a B.S. in Applied Economics and Management from Cornell University.
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LISA RAPUANONamed on SEC filing
Board
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TODD SCHELLBoard director
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JEFF STEINBoard director
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CHARLES ROAMEBoard director
Investors · 12
Accelerator Ventureslisted by Accelerator VenturesMiami · $2M
How we know: Accelerator Ventures's portfolio page · open dataset · 5k.vc investor directory · Not right? Tell us
Multiplier Capitallisted by Multiplier CapitalWashington
How we know: funding news · press coverage · Not right? Tell us
Warburg Pincuslisted by Warburg PincusNew York
How we know: Warburg Pincus's portfolio page · funding news · wealthmanagement.com · Not right? Tell us
Durable Capital PartnersreportedBethesda
How we know: funding news · wealthmanagement.com · Not right? Tell us
Green Cow Venture CapitalreportedSan Francisco
How we know: funding news · wealthmanagement.com · Not right? Tell us
South Park CommonsreportedSan Francisco · $1M – $10M
How we know: techcrunch.com · Not right? Tell us
TeleSoft PartnersreportedSan Francisco
How we know: funding news · wealthmanagement.com · Not right? Tell us
Also in the syndicate · 1
Audacious Capital
Funding
SEC filings, press & company announcements$242.4M disclosed across 8 of 10 rounds · 2018–2024
- $35MraisedOct 2024 · 3 sources
Multiplier Capital (lead), Audacious Capital, Durable Capital Partners, Green Cow Venture Capital, TeleSoft Partners, Warburg Pincus
Source ↗ - Undisclosed amountSeries ANov 2021
Two Sigma Ventures (lead), Accel, Basis Set Ventures, Slow Ventures, South Park Commons
Source ↗ - Undisclosed amountSeedJun 2021Source ↗
▶$28.2MraisedJul 2024 · 35 investors · Other Banking and Financial ServicesRule 506(b)
▶$28.2MraisedJul 2024 · 35 investors · Other Banking and Financial Services
Rule 506(b)Officers, directors & promoters on the filing
- CHARLES ROAMEDirector
- TODD SCHELLDirector
- SHRUTI JOSHIExecutive Officer
- PAUL MARTINExecutive Officer
- CHRIS HUFMANExecutive Officer
- JEFF STEINDirector
- DARSHAN PATELExecutive Officer
- ANDERSON JONESExecutive Officer, Director, Promoter
- PATRICK MCKENNAExecutive Officer, Director, Promoter
- Offering amount
- $33.1M
- Amount sold
- $28.2M
- First sale
- Jul 2024
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$1.4MraisedJul 2024 · 1 investors · Other Banking and Financial ServicesRule 506(b)
▶$1.4MraisedJul 2024 · 1 investors · Other Banking and Financial Services
Rule 506(b)Officers, directors & promoters on the filing
- ANDERSON JONESExecutive Officer, Director, Promoter
- PAUL MARTINExecutive Officer
- SHRUTI JOSHIExecutive Officer
- DARSHAN PATELExecutive Officer
- PATRICK MCKENNAExecutive Officer, Director, Promoter
- CHRIS HUFMANExecutive Officer
- CHARLES ROAMEDirector
- TODD SCHELLDirector
- JEFF STEINDirector
- Offering amount
- $1.4M
- Amount sold
- $1.4M
- First sale
- Jul 2024
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$507.8KraisedJun 2022 · 1 investors · Other Banking and Financial ServicesRule 506(b)
▶$507.8KraisedJun 2022 · 1 investors · Other Banking and Financial Services
Rule 506(b)Officers, directors & promoters on the filing
- CHRIS HUFMANExecutive Officer
- WILLIAM FAHRBACHExecutive Officer
- PATRICK MCKENNAExecutive Officer, Director, Promoter
- ANDERSON JONESExecutive Officer, Director, Promoter
- PAUL MARTINExecutive Officer
- SHRUTI JOSHIExecutive Officer
- CHARLES ROAMEDirector
- TODD SCHELLDirector
- HARRY KIRKPATRICKExecutive Officer
- JEFF STEINDirector
- Offering amount
- $507.8K
- Amount sold
- $507.8K
- First sale
- Jun 2022
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$99.4MraisedJan 2022 · 31 investors · Other Banking and Financial ServicesRule 506(b)
▶$99.4MraisedJan 2022 · 31 investors · Other Banking and Financial Services
Rule 506(b)Officers, directors & promoters on the filing
- ANDERSON JONESExecutive Officer, Director, Promoter
- PATRICK MCKENNAExecutive Officer, Director, Promoter
- PAUL MARTINExecutive Officer
- JEFF STEINDirector
- SHRUTI JOSHIExecutive Officer
- CHRIS HUFMANExecutive Officer
- CHARLES ROAMEDirector
- WILLIAM FAHRBACHExecutive Officer
- TODD SCHELLDirector
- HARRY KIRKPATRICKExecutive Officer
- Offering amount
- $102.2M
- Amount sold
- $99.4M
- First sale
- Dec 2021
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$17MraisedAug 2021 · 9 investors · Other Banking and Financial ServicesRule 506(b)
▶$17MraisedAug 2021 · 9 investors · Other Banking and Financial Services
Rule 506(b)Officers, directors & promoters on the filing
- SHRUTI JOSHIExecutive Officer
- CHRIS HUFMANExecutive Officer
- ANDERSON JONESExecutive Officer, Director, Promoter
- PATRICK MCKENNAExecutive Officer, Director, Promoter
- JEFF STEINDirector
- HARRY KIRKPATRICKExecutive Officer
- PAUL MARTINExecutive Officer
- CHARLES ROAMEDirector
- LISA RAPUANOExecutive Officer
- TODD SCHELLDirector
- Offering amount
- $17M
- Amount sold
- $17M
- First sale
- Jul 2021
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$24.2MraisedOct 2020 · 35 investors · Other Banking and Financial ServicesRule 506(b)
▶$24.2MraisedOct 2020 · 35 investors · Other Banking and Financial Services
Rule 506(b)Officers, directors & promoters on the filing
- ANDERSON JONESExecutive Officer, Director, Promoter
- PATRICK MCKENNAExecutive Officer, Director, Promoter
- LISA RAPUANOExecutive Officer
- TODD SCHELLDirector
- CHARLES ROAMEDirector
- JEFF STEINDirector
- Offering amount
- $25M
- Amount sold
- $24.2M
- First sale
- Sep 2020
- Incorporated
- Corporation, Delaware, 2016
- Federal exemptions
- 06b
▶$36.7MraisedSep 2018 · 53 investors · InvestingRule 506(b)
▶$36.7MraisedSep 2018 · 53 investors · Investing
Rule 506(b)Officers, directors & promoters on the filing
- LISA RAPUANOExecutive Officer
- JEFF STEINDirector
- CHARLES ROAMEDirector
- PATRICK MCKENNAExecutive Officer, Director, Promoter
- ANDERSON JONESExecutive Officer, Director, Promoter
- TODD SCHELLDirector
- Offering amount
- $36.7M
- Amount sold
- $36.7M
- First sale
- Jul 2018
- Incorporated
- Corporation, Delaware, 2016
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Founder mafia
2 people who came through Facet went on to found or lead other companies.
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In the news
Frequently asked questions
- What does Facet do?
- Facet provides personal financial planning and investment management, using diversified low-cost, tax-efficient ETF portfolios paired with a dedicated CFP professional. It charges a flat fee rather than commissions or a percentage of assets, serving individual investors seeking financial advice.
- Who founded Facet?
- Facet was founded by ANDERSON JONES, Anders Jones, Patrick McKenna in 2016.
- Who are Facet's investors?
- Facet's investors include Accelerator Ventures, Multiplier Capital, Warburg Pincus, Accel, Basis Set Ventures, Durable Capital Partners, Green Cow Venture Capital, Slow Ventures and 3 more.
- How much funding has Facet raised?
- Facet has disclosed $242.4M raised across 8 of its 10 known rounds.
- Where is Facet headquartered?
- Facet is headquartered in Baltimore, US.