Facet
Baltimore, US · Founded 2016 · 302 employees on LinkedIn · 11 known investors
Find your way into Facet
704 people in our graph share verified history with the Facet team — schools, employers, funds. One of them is your warm intro.
Mike Zakunlockedknows DARSHAN PATEL · together at Cornell (overlapped)
×3knows the team · via Cornell
×5knows the team · via Barclays
×2knows the team · via Credit Suisse
knows the team · via Virginia Tech
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.
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ANDERSON JONESFounder
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PAUL MARTINinExecutiveHe has prior experience building and scaling engineering teams at companies through growth stages including IPO and acquisition.
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SHRUTI JOSHIinExecutive
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DARSHAN PATELinExecutiveHe 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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CHRIS HUFMANinExecutive
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LISA RAPUANONamed on SEC filing
Board
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PATRICK MCKENNABoard director
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TODD SCHELLBoard director
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JEFF STEINBoard director
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CHARLES ROAMEBoard director
Investors · 11
Accelerator VenturesMiami · $2M
Multiplier CapitalWashington · $3M – $15M
AccelreportedPalo Alto · $1.6M – $70M
Basis Set VenturesreportedMenlo Park · $1M – $3M
Durable Capital PartnersreportedBethesda
Green Cow Venture CapitalreportedSan Francisco
Slow VenturesreportedSan Francisco · $50K – $1M
South Park CommonsreportedSan Francisco · $1M – $10M
TeleSoft PartnersreportedSan Francisco
Two Sigma VenturesreportedNew York · $2M – $15M
Warburg PincusreportedNew York
Reported raises · per SEC filings
Form D private placements$207.4M disclosed across 7 rounds · 2018–2024
▶$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.
Competitors · 9
by search overlap
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Ramsey Solutions2217 shared keywordsRamsey Solutions provides personal finance education, tools, and coaching—including the 7 Baby Steps plan, a vetted network of financial service providers (RamseyTrusted), and AI-powered money advice—to help individuals get out of debt and build wealth. The company also produces The Ramsey Show and offers budgeting resources for consumers managing their personal finances.
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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 in 2016.
- Who are Facet's investors?
- Facet's investors include Accelerator Ventures, Multiplier Capital, Accel, Basis Set Ventures, Durable Capital Partners, Green Cow Venture Capital, Slow Ventures, South Park Commons and 3 more.
- How much funding has Facet raised?
- Facet has disclosed $207.4M raised across 7 rounds.
- Where is Facet headquartered?
- Facet is headquartered in Baltimore, US.