Facet
PrivateLast Round
Series D
Oct 8, 2024
Total Funding Raised
$193M
Company Overview
Facet (Financial Services) is a fintech company that democratizes access to expert financial advice through a flat-fee membership model, offering services such as portfolio management, comprehensive financial life planning, and personalized goal planning with a dedicated certified financial planner.
Sector
FinTech
Verticals
Wealth Management, Personal Finance, Investment Platforms
Business Model
B2C
Customer Profile
Subscription SaaS
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Facet Comps
Public and private peers based on sector, stage, and business model.
Facet Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series D | Oct 8, 2024 | ||||
| Series C | Jan 19, 2022 | ||||
| Series B | Sep 29, 2020 | ||||
| Series A | Sep 10, 2018 |
Key People
Founding team and executive leadership
Facet Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Slow Ventures | Series B, Series A |
| TeleSoft Partners | Series C |
| Durable Capital Partners LP | Series C |
| Audacious Capital | Series D |
| Multiplier Capital | Series D |
| Warburg Pincus | Series C, Series D, Series B, Series A |
| Green Cow Venture Capital | Series C |
Market signals
Structured signals derived from secondary market and firmographic data.
- Feb 25, 2026
Achieved an 'Excellent' 4.8-star rating on Trustpilot.
- Feb 1, 2026
Achieved an A+ rating from the Better Business Bureau in February 2026.
Facet Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about Facet's valuation, stock price, and market status.
