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.
Facet Wealth is a private company and not publicly traded.
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.
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 through mergers and acquisitions. Find out which companies are eyeing an IPO on our Tech IPO Calendar 2024.
Facet Wealth is privately held company and is not publicly traded, therefor investing in Facet Wealth pre-IPO is only available to accredited investors. If you meet the accreditation criteria, you can register for Forge’s Secondary Marketplace to invest in private companies before their potential IPO. If you are not an accredited investor, discover how to begin the the process to potentially qualify for new investment opportunities.
To determine the value of your Facet Wealth shares, create a free account to gain access to Forge’s platform. Forge Markets contains pricing information for hundreds of pre-IPO companies. 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.
Yes, you can seek to sell 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.
Date | Funding Round | Funding Raised | Price per Share | Last Known Valuation |
---|---|---|---|---|
7/12/2024 | Series D |
$28.22MM raised | $XXX.XX | $XXX.XX |
1/19/2022 | Series C-1 and C-2 |
$99.95MM raised | $XXX.XX | $XXX.XX |
9/29/2020 | Series B |
$25MM raised | $XXX.XX | $XXX.XX |
9/10/2018 | Series A-1, A-2, A-3, A-4, A-5 and A-6 |
$36.96MM raised | $XXX.XX | $XXX.XX |