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.

Register for Details

For more details on financing and valuation for Facet Wealth, register or login.

Please provide a valid email address.

By registering, you agree to Forge’s Terms of Use. Already registered? Log in

Learn more about Facet Wealth

Forge green plus iconForge green minus icon

What is Facet Wealth's IPO price?

The IPO price for Facet Wealth will be known only if it becomes public. However, you may access the "Price At Last Round" and the "Implied EV" for publicly traded comparable companies with Forge Data.
Forge green plus iconForge green minus icon

Can you invest in Facet Wealth?

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.

Forge green plus iconForge green minus icon

Can you sell Facet Wealth shares pre-IPO?

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.

Forge green plus iconForge green minus icon

Is Facet Wealth a publicly traded company?

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.

Forge green plus iconForge green minus icon

What is Facet Wealth's funding to date?

Facet Wealth has raised $164.12MM to date.
Forge green plus iconForge green minus icon

When was Facet Wealth founded?

Facet Wealth was founded in 2016.

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 last known valuation

Date Funding Round Funding Raised Price per Share Last Known Valuation

Series C-1 and C-2

$102.16MM raised $XXX.XX $XXX.XX

Series B

$25MM raised $XXX.XX $XXX.XX

Series A-1, A-2, A-3, A-4, A-5 and A-6

$36.96MM raised $XXX.XX $XXX.XX
Based on primary financings
Powered by Forge Data
Updated on: Jul 14, 2024


Public news articles listed on this page have been curated by Forge based on several factors including, but not limited to, product updates, changes in organization structure, funding rounds, third-party valuations, and key personnel changes. Changes to this list of articles can be made at any time without notice and should not be relied upon for investment purposes. Forge does not verify the accuracy of the information contained in public news articles.