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Facet
Full financial life management
About Facet
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.
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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.
At a glance
- Founded
- 2016
- Headquarters
- Baltimore, United States
- Sector
- Fintech
- Power Law
- Colt$25–100M revenue
Latest news
Press, funding announcements and product moves mentioning Facet.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Series A2 investors entered at this stage
Series B and later5 investors entered at this stage
Green Cow Venture Capital- TPTelesoft Partners
Durable Capital Partners
Multiplier Capital
Audacious Capital
Source: Dealroom Talent Intelligence.
Global footprint
team presence
across markets
Market sentiment
An AI-synthesised read of the highest-engagement posts about Facet on X, ranked by likes and reposts, corporate channels excluded.
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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