Facet Wealth, a Financial Planning Fintech firm, has raised $25M in Series B funding, led by private equity firm Warburg Pincus, and included participation from other existing ventures.

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 services professionals as a solution for small accounts.