Fundz

Facet Wealth Secures $100 Million In Series C Round

PRIVATEJan 19, 2022

Amount Raised

$100 Million

Round Type

Series C

BaltimoreFinancial ServicesSoftware

Description

Facet Wealth — a fintech company offering personalized and unbiased financial advice that integrates into every facet of life, at an affordable subscription price — announced today it has raised $100 million in Series C funding, led by Durable Capital Partners LP, with participation from previous investor Warburg Pincus, TeleSoft Partners, and Green Cow Venture Capital.

Quick answer

Facet Wealth raised $100 Million in a Series C round, dated January 19, 2022. Facet Wealth is based in Baltimore, Maryland, United States.

How much did Facet Wealth raise?
Facet Wealth raised $100 Million in a Series C round on January 19, 2022.
What does Facet Wealth do?
Facet Wealth was founded in 2016 on the belief that unbiased, personalized financial advice is essential to living well.
Where is Facet Wealth based and how big is it?
Facet Wealth is based in Baltimore, Maryland, United States.

Source: Fundz verified event record.

Who else raised in Financial Services and Software around the same time

Companies in the same sectors as Facet Wealth that raised within 45 days of this round, from Fundz verified event records.

  • Anchorage Digital raised $350M (Series D) on December 15, 2021.
  • Anchorage Digital raised $350M (Funding Round) on December 15, 2021.
  • Level AI raised $20M (Funding Round) on March 3, 2022.
  • Sudo Africa raised $3.7M (Pre-Seed) on March 3, 2022.
  • Aether raised $18M (Series A) on March 2, 2022.
  • Everwash Inc. raised $6M (Series B) on March 2, 2022.

Who to call at Facet Wealth, and when

A new round usually means Facet Wealth is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Facet Wealth raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Facet Wealth, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at Facet Wealth. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

Facet Wealth

Location

Baltimore, Maryland, United States

About

Facet Wealth was founded in 2016 on the belief that unbiased, personalized financial advice is essential to living well. Redefining what financial planning means, Facet’s mission is to empower people to live more enriched lives by delivering a new standard of guidance. Without asset minimums, Facet’s planning goes far beyond a person or family’s investments by focusing on advice that addresses every way money impacts their life. Its tech-driven approach is customized to each client’s needs, pairing people with their own CERTIFIED FINANCIAL PLANNER™, a fiduciary who meets with them 1:1 to integrate tailored financial advice into their entire life – all at an affordable subscription price. Facet’s community of over 100 CFPs are providing traditionally overlooked households with the power of choice and freedom from financial worry. In recognition of their innovative approach and high-quality client experience, Facet Wealth was named NerdWallet's "Best Online Financial Planning Service" in 2020. To date, Facet Wealth has raised more than $165 million in funding from Durable Capital Partners LP, Warburg Pincus, Slow Ventures, TeleSoft Partners, Green Cow Venture Capital and others. Facet Wealth is a national SEC-Registered Investment Advisor (RIA). For more information, please visit facetwealth.com and connect with them on Twitter, LinkedIn, Instagram and Facebook.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Facet Wealth raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Predictive Intelligence
Strategic

ML-powered predictions for Facet Wealth's next move

See what Strategic adds

Facet Wealth raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.