Facet Wealth is a next-generation financial services company providing comprehensive, transparent service at an affordable price to the mass affluent households that need it most. Facet Wealth is a SEC Registered Investment Advisor (RIA) that offers human-first, technology-enabled financial planning services through a dedicated team led by a CFP Professional. Facet Wealth is a fiduciary, acting in the best interest of our clients. Based in Baltimore, Maryland, with a nationwide reach, Facet Wealth works with financial servicesprofessionals as a solution for small accounts.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 09/10/18 | $33,000,000 | Series A |
Slow Ventures Warburg Pincus  | undisclosed |
| 09/30/20 | $25,000,000 | Series B |
Warburg Pincus | undisclosed |
| 01/20/22 | $100,000,000 | Series C |
Durable Capital Partners Green Cow Venture Capital TeleSoft Partners Warburg Pincus | undisclosed |
