Facet Wealth (Series A)
Funding Details
- Awarder
- Inbox
- Date Award
- September 10, 2018
- Vertical
- Financial Services
- Funding URL
- View Funding Page
- Funding Amount:
- $33,000,000
Company Info
- Founders
- Anders Jones
- Company Description
- Facet Wealth is a next-generation financial services company providing comprehensive, transparent service at an affordable price to the mass affluent households that need it most. Facet Wealth is a SEC Registered Investment Advisor (RIA) that offers human-first, technology-enabled financial planning services through a dedicated team led by a CFP Professional.
- Market
- Mass Affluent Households
- Location
- Baltimore, Maryland, USA
- Coinvestors
- Slow Ventures, Warburg Pincus