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Facet Wealth

ID: 5420283

Facet Wealth provides full financial life management, delivered by a dedicated team led by a CFP Professional, to mass affluent households. We also work with financial services professionals as a solution for small accounts.

4

Funding Rounds

$183.0m

Money raised

Overview

Facet Wealth provides full financial life management, delivered by a dedicated team led by a CFP Professional, to mass affluent households. We also work with financial services professionals as a solution for small accounts.

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Financial Details

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  • • Revenue estimates and financial metrics
  • • Investment round details and terms

People & Contacts

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  • • Board members and advisors

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Funding series

Funding Series Analysis

The company Facet Wealth has raised a total of $100m in funding over 4 rounds.

Key Insights:

  • Facet Wealth Series C round, January 19, 2022: $100m
  • Facet Wealth Series B round October 2020: $25m
  • Facet Wealth funding round, September 2018: $33m
  • Facet Wealth Series B round September 2020: $25m

Industries

Facet Wealth is active in the following industries: