Facet is a national SEC-Registered Investment Advisor (RIA), founded in 2016 on the belief that unbiased, personalized financial advice is essential to living well. Its mission is to empower people to live more enriched lives by delivering a new standard of advice-one that addresses every way money impacts their life. Its tech-driven approach is customized to each client\'s needs, pairing individuals with their own CERTIFIED FINANCIAL PLANNERâ„¢ professional, a fiduciary who meets with them 1:1 to integrate tailored financial advice into their entire life - all without asset minimums and at an affordable flat membership fee.
Date | Amount | Type | Investors | Valuation |
---|---|---|---|---|
10/08/24 | $35,000,000 | Venture |
Audacious Capital Multiplier Capital Warburg Pincus | undisclosed |