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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 does not currently have an official ticker symbol because this company is still private. Register today to connect with our Private Market Specialists and learn more about new pre-IPO investment opportunities.
The stock price for Facet Wealth will be known as it becomes public. Here are similar public companies: Paypal (NAS: PYPL), Robinhood (NAS: HOOD), E-Trade (NAS: ETFC), Tradeweb (NAS: TW).
| Date | Funding Round | Funding Raised | Price per Share | IPO Valuation |
|---|---|---|---|---|
| 1/19/2022 | Series C-1 and C-2 | $102.16MM 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 |
Facet Wealth is a privately held company and is not publicly traded on NYSE or NASDAQ in the U.S. To buy pre-IPO shares of a private company, you need to be an accredited investor. Learn more about how to invest in the private market or register today to get started.
If you own Facet Wealth pre-IPO shares and are considering selling, you can find what your shares could be worth on Forge’s secondary marketplace.
Our Private Market Specialists are available to answer any questions you might have and can help connect you with a buyer from our network of 125,000 accredited investors and institutions. You can also learn more about how to sell your private shares before getting started.
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.
