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Facet

Facet

Private
West Palm Beach, FloridaFinTechhttps://facet.com/

Last Round

Debt

Oct 8, 2024

Total Funding Raised

$197M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

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

Business Model

B2C

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

financial planningwealth managementsubscription financial servicesflat-fee advisoryinvestment managementtax preparationrobo-advisortax filingdigital wealthtax optimizationportfolio managementpersonal financefintechAUM-freewealthtech

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Track how buyer interest and sentiment changes over time.

Facet Comparables

Compare Facet with similar companies based on industry and business-model similarity.

Facet comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Range
86%
Domain Money
86%
Abundo Wealth
82%

Facet Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
DebtOct 8, 2024
Series CJan 19, 2022
Series BSep 29, 2020
Series ASep 10, 2018
SeedMay 1, 2017

Key People

Founding team and executive leadership

Anders Jones

CEO & Co-Founder

Founding Team

Shruti Joshi

President COO

Executive Team

Darshan Patel

Chief Financial Officer

Executive Team

Facet Investors

Notable investors and investment history

Facet investors
InvestorRounds
Slow VenturesSeed, Series B, Series A
TeleSoft PartnersSeries C
Durable Capital Partners LPSeries C
Audacious CapitalDebt
Multiplier CapitalDebt
Durable Capital PartnersSeries C
Warburg PincusDebt, Series C, Series B, Series A

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.

Facet Filings

Explore SEC and related filing metadata, where available.

Facet filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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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 with no public stock price. No recent secondary market data is available.

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. Visit https://www.caplight.com to learn more.

When was Facet's last funding round?

Facet's most recent funding round was Series D on October 8, 2024.

Who are the main investors in Facet?

Key investors in Facet include Durable Capital Partners LP, Multiplier Capital, 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 for private companies. Visit https://www.caplight.com to monitor Facet's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersWest Palm Beach, Florida
Employee Range217
Year Founded2016
Last FundingOct 8, 2024

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