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Facet Wealth Secures $100 Million In Series C Round

PRIVATEJan 19, 2022•over 4 years ago

Amount Raised

$100 Million

Round Type

Series C

Baltimore

Description

Facet Wealth — a fintech company offering personalized and unbiased financial advice that integrates into every facet of life, at an affordable subscription price — announced today it has raised $100 million in Series C funding, led by Durable Capital Partners LP, with participation from previous investor Warburg Pincus, TeleSoft Partners, and Green Cow Venture Capital.

Company Information

Company

Facet Wealth

Location

Baltimore, Maryland, United States

About

Facet Wealth was founded in 2016 on the belief that unbiased, personalized financial advice is essential to living well. Redefining what financial planning means, Facet’s mission is to empower people to live more enriched lives by delivering a new standard of guidance. Without asset minimums, Facet’s planning goes far beyond a person or family’s investments by focusing on advice that addresses every way money impacts their life. Its tech-driven approach is customized to each client’s needs, pairing people with their own CERTIFIED FINANCIAL PLANNER™, a fiduciary who meets with them 1:1 to integrate tailored financial advice into their entire life – all at an affordable subscription price. Facet’s community of over 100 CFPs are providing traditionally overlooked households with the power of choice and freedom from financial worry. In recognition of their innovative approach and high-quality client experience, Facet Wealth was named NerdWallet's "Best Online Financial Planning Service" in 2020. To date, Facet Wealth has raised more than $165 million in funding from Durable Capital Partners LP, Warburg Pincus, Slow Ventures, TeleSoft Partners, Green Cow Venture Capital and others. Facet Wealth is a national SEC-Registered Investment Advisor (RIA). For more information, please visit facetwealth.com and connect with them on Twitter, LinkedIn, Instagram and Facebook.

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