Facet Wealth, founded in 2016, is a financial technology company that aims to provide a flexible, scalable, and capital-light approach to financial planning and wealth management. Facet Wealth's technology also allows its financial advisors to provide a range of services, including retirement planning, tax planning, estate planning, and investment management, which can be tailored to meet the unique needs of each client. Facet Wealth's mission is to make financial planning and wealth management accessible and affordable for everyone. The company is headquartered in Baltimore, Maryland.

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To invest in Facet Wealth pre-IPO

Can you invest in Facet Wealth pre-IPO?

Facet Wealth is a privately held company and is not publicly traded, therefore investing in Facet Wealth pre-IPO is only available to accredited investors. If you meet the accreditation criteria, you can learn more about Forge’s Secondary Marketplace and how to invest in private companies before their potential IPO. If you are not accredited, find out how to begin the process and qualify for new investment opportunities.

Can you sell shares of Facet Wealth before it goes public?

You can seek to sell your shares in Facet Wealth while it remains private. If you are considering selling, you can register today for free to get started. Once registered, a Private Market Specialist will guide you through any questions you might have. You may also continue to browse through our resources to help you understand the implications and procedures involved in selling your private market shares.

What is the pre-IPO value of my Facet Wealth shares?

To determine the value of your Facet Wealth shares, create a free account to gain access to Forge’s platform. In addition to the Forge Price, Forge Markets contains pricing information for hundreds of pre-IPO companies such as Last Closed Trade Price. A Private Market Specialist will also be available to assist you with any inquiries related to your Facet Wealth shares. You can also learn more about how to sell your private shares before getting started.

Is Facet Wealth a publicly traded company?

If you are interested in buying or selling private company shares, you can register with Forge today for free to explore your options. Registering gives you access to one of our Private Market Specialists who can guide you through the process of buying or selling. Learn more about how Forge might help you buy pre-IPO shares or sell pre-IPO shares.

To learn more about Facet Wealth potential IPO

Will Facet Wealth go IPO?

Facet Wealth has not yet filed for an IPO. However, it’s important to note that IPOs are not the sole avenue for a private company to transition to public trading. Private companies can also go public through alternative methods such as but limited to Special Purpose Acquisition Companies (SPACs), direct listings, or mergers and acquisitions. Find out which companies are eyeing an IPO on our Tech IPO Calendar 2024.

What is Facet Wealth’s IPO price?

The Facet Wealth IPO price does not exist at this time, as Facet Wealth is still a private company and has not yet conducted an IPO. To explore secondary market data and access private market pricing details and data that may be related to Facet Wealth register for Forge Markets, today.

When was Facet Wealth founded?

Facet Wealth was founded in 2016.

What is Facet Wealth funding to date?

Facet Wealth has raised $719.41MM to date.

Who are Facet Wealth’s major investors?

Warburg Pincus
Durable Capital Partners
Slow Ventures
Accelerator Ventures
Coelius Capital
Natural Bridge Ventures
Upshift Capital
Zeitgeist Capital
TeleSoft Partners
Green Cow Venture Capital

Facet Wealth Funding Rounds and Valuation

Funding History Chart
Funding Round Details
Funding Date Share Class Amount Raised Price per Share Post-Money Valuation Key Investors
07/12/2024 Series D $28.22MM $xx.xx $268.84MM Undisclosed Investors
Price per Share
$xx.xx
Shares Outstanding
26,588,648
Liquidation Pref Order
1
Liquidation Pref As Multiplier
2.0x
Conversion Ratio
1.0x
Dividend Rate
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Undisclosed Investors
01/19/2022 Series C-2 $17.01MM $xx.xx $501.3MM Durable Capital Partners Lp, Green Cow Venture Capital, Telesoft Partners, Warburg Pincus
Price per Share
$xx.xx
Shares Outstanding
8,093,649
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.1x
Dividend Rate
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Durable Capital Partners Lp, Green Cow Venture Capital, Telesoft Partners, Warburg Pincus
01/19/2022 Series C-1 $82.94MM $xx.xx $501.3MM Durable Capital Partners Lp, Green Cow Venture Capital, Telesoft Partners, Warburg Pincus
Price per Share
$xx.xx
Shares Outstanding
33,548,333
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.1x
Dividend Rate
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Durable Capital Partners Lp, Green Cow Venture Capital, Telesoft Partners, Warburg Pincus
09/29/2020 Series B $25MM $xx.xx $188.56MM Slow Ventures, Warburg Pincus
Price per Share
$xx.xx
Shares Outstanding
24,543,225
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Slow Ventures, Warburg Pincus
09/10/2018 Series A-6 $49,999.79 $xx.xx $113.96MM Slow Ventures, Warburg Pincus
Price per Share
$xx.xx
Shares Outstanding
976,940
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Slow Ventures, Warburg Pincus
09/10/2018 Series A-5 $164,997.77 $xx.xx $113.96MM Slow Ventures, Warburg Pincus
Price per Share
$xx.xx
Shares Outstanding
1,934,550
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Slow Ventures, Warburg Pincus
09/10/2018 Series A-4 $1.79MM $xx.xx $113.96MM Slow Ventures, Warburg Pincus
Price per Share
$xx.xx
Shares Outstanding
10,475,850
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Slow Ventures, Warburg Pincus
09/10/2018 Series A-3 $664,998.86 $xx.xx $113.96MM Slow Ventures, Warburg Pincus
Price per Share
$xx.xx
Shares Outstanding
2,598,870
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Slow Ventures, Warburg Pincus
09/10/2018 Series A-2 $999,995.39 $xx.xx $113.96MM Slow Ventures, Warburg Pincus
Price per Share
$xx.xx
Shares Outstanding
2,344,820
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Slow Ventures, Warburg Pincus
09/10/2018 Series A-1 $33.3MM $xx.xx $113.96MM Slow Ventures, Warburg Pincus
Price per Share
$xx.xx
Shares Outstanding
49,683,710
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Slow Ventures, Warburg Pincus
Updated on: Dec 3, 2024

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