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Facet

Fintech · Baltimore, United States · Founded 2016

Full financial life management MoreLess

Facet Wealth is a financial services startup that provides personalized and affordable financial advice to individuals and families. The company operates in the financial advisory market, serving clients from various walks of life, including those starting a business, buying real estate, planning for a baby, and more. Facet Wealth's business model is centered around a flat fee membership, which means clients pay a set fee for their services, eliminating the surprise of hidden costs, commissions, or product sales.

The company's primary revenue stream comes from these membership fees, which are determined based on the client's specific needs. Facet Wealth's services cover a broad spectrum of financial aspects, from family and career to investments and retirement. Clients have direct access to a team of Certified Financial Planner (CFP®) professionals who provide unbiased advice tailored to their unique financial situation.

Facet Wealth's approach to financial planning is holistic, considering all aspects of a client's financial life. This approach, combined with their commitment to affordability and transparency, has earned them the trust of their clients and positioned them as a preferred choice in the financial advisory market.

In summary, Facet Wealth is a financial advisory firm that offers personalized, affordable, and comprehensive financial planning services to individuals and families, with a business model based on a flat fee membership.

Keywords: Financial Services, Personalized Advice, Affordable, Flat Fee Membership, Financial Planning, Certified Financial Planner, Unbiased Advice, Holistic Approach, Financial Advisory Market, Client Trust.

Valuation $500M–1B
Revenue $10–50M
Headcount 100–500
Total funding $100–500M
Unlock exact values This page shows ranges. Dealroom has the exact numbers for Facet and the history behind them.

Talent graph

Facet's talent

Book a demo to see the people
Team profiled 14 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 5 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Investors

7 investors on Facet's cap table

Sourced from Dealroom's funding history. Investor profile links are shown where available.

Series A 2 investors entered at this stage
Series B+ 5 investors entered at this stage
Green Cow Venture Capital
Telesoft Partners
Durable Capital Partners
Multiplier Capital
Audacious Capital

Global footprint

Where Facet has talent and traffic

Workforce by country
3 countries with
team presence
🇺🇸 United States97.3%
🇮🇳 India1.1%
🇨🇦 Canada1.1%
3 countries shown
Web traffic by country
56K monthly visits
across markets
🇺🇸 United States92.1%
🇵🇭 Philippines5.7%
🇲🇽 Mexico1.1%
🇨🇦 Canada1.1%
🏳️ Russian Federation0.9%
Top 5 markets shown

Market sentiment

What the market is saying about Facet

An AI-synthesized read of the highest-engagement posts about Facet on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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