Key facts
- It has raised $231.7M across 1 recorded rounds; the latest was Later Stage VC (Series D) ($35.0M) in Jul 2024.
- Notable investors include Bossa Invest, Slow Ventures, Warburg Pincus, Durable Capital Partners, Esalen Ventures — 19 tracked in total.
- Status: Privately Held (backing).
- ·Post-money valuations for all 1 rounds
- ·The complete investor list — 19 names
- ·Watchlist + deal alerts for Facet (Financial Services)
Funding rounds
1 roundsAbout Facet (Financial Services)
Operator of a financial planning firm intended to offer consumer fintech subscriptions. The company democratizes access to expert financial advice through a flat-fee membership model, its services include portfolio management, full financial life planning, and personalized goal planning from a dedicated certified financial planner on a subscription-based model, enabling customers to increase their economic security and prosperity at an affordable cost.
- Industry
- Other Financial Services
- Sector
- Financial Services
- HQ
- Baltimore, MD, United States
- Founded
- 2016
- Employees
- 228
- Website
- facet.com/
- Ownership
- Privately Held (backing)
Facet (Financial Services) doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Facet (Financial Services) shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Facet (Financial Services) in its N-PORT filings yet. We sweep new filings monthly.