Facet
PrivateLast Round
Debt
Oct 8, 2024
Total Funding Raised
$197M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Facet operates in FinTech and is based in West Palm Beach, Florida. Its latest recorded funding round was a Debt round in October 2024.
Facet is a fintech company that provides a subscription-based financial planning and wealth management platform offering personalized guidance from dedicated certified financial planners.
Sector
FinTech
Verticals
Wealth Management, Personal Finance, Investment Platforms, Accounting & Expense
Business Model
B2C
Customer Profile
Subscription SaaS
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Facet Comparables
Compare Facet with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Range | 86% | |
| Domain Money | 86% | |
| Abundo Wealth | 82% |
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Facet Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Debt | Oct 8, 2024 | ||||
| Series C | Jan 19, 2022 | ||||
| Series B | Sep 29, 2020 | ||||
| Series A | Sep 10, 2018 | ||||
| Seed | May 1, 2017 |
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Key People
Founding team and executive leadership
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Facet Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Slow Ventures | Seed, Series B, Series A |
| TeleSoft Partners | Series C |
| Durable Capital Partners LP | Series C |
| Audacious Capital | Debt |
| Multiplier Capital | Debt |
| Durable Capital Partners | Series C |
| Warburg Pincus | Debt, Series C, Series B, Series A |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 5, 2026
Serves over 16,000 members.
- Feb 25, 2026
Achieved an 'Excellent' 4.8-star rating on Trustpilot.
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Facet Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Facet's valuation, stock price, and market status.
Is Facet a public or private company?
Facet is a private company.
What is the current stock price of Facet?
Facet is a private company, so its shares have no public market price. Caplight tracks Facet's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Facet worth (valuation)?
Valuation information for Facet is not publicly available.
Can I buy Facet stock?
Facet shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Facet's last funding round?
Facet's most recent funding round was Debt on October 8, 2024.
Who are the main investors in Facet?
Key investors in Facet include Durable Capital Partners LP, Multiplier Capital, Durable Capital Partners, Warburg Pincus.
Will Facet IPO soon?
No public IPO plans have been announced for Facet.
How can I track Facet secondary market activity?
Caplight tracks bids, offers, and trades in Facet's shares on secondary markets.