Fundraising Fox

Facet

Baltimore, US · Founded 2016 · 302 employees on LinkedIn · 2 known investors

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.

ConsumerFintech

Founders & leadership

Facet was founded in 2016 by ANDERSON JONES.

AJ
ANDERSON JONESFounder
PM
PAUL MARTINExecutive
SJ
SHRUTI JOSHIExecutive
DP
DARSHAN PATELExecutive
CH
CHRIS HUFMANExecutive
LR
LISA RAPUANONamed on SEC filing

Board

PM
PATRICK MCKENNABoard director
TS
TODD SCHELLBoard director
JS
JEFF STEINBoard director
CR
CHARLES ROAMEBoard director

Investors · 2

Accelerator VenturesMiami · $2M
Multiplier CapitalWashington · $3M – $15M

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 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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Competitors · 8

by search overlap
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Interactive Strength Acquires Ergatta5123 shared keywordsFidelity provides brokerage and investing services for individual retail investors, including commission-free online trading of US stocks and ETFs and fractional share purchases starting at $1. It positions itself as a personal finance and investment provider serving customers pursuing long-term financial goals.
Experian2912 shared keywordsExperian offers consumers tools to access their credit report and FICO Score, build credit, and manage money, including credit card matching, bill and subscription negotiation, car insurance comparison, and a digital checking account with debit card. It serves individual U.S. consumers through its app and financial products.
Kiplinger2901 shared keywordsKiplinger is a personal finance and investment media publisher that provides editorial content and advice on investing, taxes, retirement planning, real estate and travel for individual consumers.
Vanguard2479 shared keywordsVanguard offers investment products, savings and retirement tools, and personalized financial advice to help individuals build long-term wealth. It operates in the investment management and financial services industry.
Intuit®2437 shared keywordsIntuit develops financial software products—including TurboTax, Credit Karma, QuickBooks, and Mailchimp—for consumers and small businesses to manage taxes, credit, accounting, and marketing. It serves approximately 100 million customers worldwide.
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.
Chase1911 shared keywordsA wealth management and investing service (J.P. Morgan Wealth Management via Chase) offering self-directed brokerage accounts with commission-free online trades as well as one-on-one advisor services, financial planning tools, and retirement accounts. It serves individual retail investors ranging from beginners to experienced investors in the United States.

Companies competing with Facet for the same Google search keywords, organic and paid, via search-intersection analysis.

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.
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.