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F

Facet

Financial Services ~260 employees
Founded
--
Employees (Est.)
~260
13 leaders known
Total Funding
$35.0M
Funding Rounds
1
Last Funding
2024-10-08

About Facet

Facet is a financial planning company that offers personalized, objective advice through a flat-fee membership model. Their mission is to help clients achieve financial confidence by creating tailored financial roadmaps that cover all aspects of life, not just retirement, with guidance from CFP® professionals.

Products & Services

Financial Wellness:Services focused on overall financial health and stability.
Financial Planning:Comprehensive planning to create a personalized financial roadmap.
Investing:Goal-aligned investment strategies, risk assessment, and tax loss harvesting.
Retirement Planning:Planning for savings, investments, and tax-advantaged contributions for retirement.
Insurance Planning:Identifying coverage gaps and providing annual reviews with recommendations.
Tax Planning & Filing:Expert tax preparation, filing, and strategies for tax reduction.
Family Planning:Guidance for major life events like having a baby, marriage, or divorce.
Education Planning:Savings and funding strategies for education, including financial aid guidance.
Estate Planning:Education and guidance on estate planning with state-optimized documents.
Equity Compensation:Planning for equity awards and company stock plans with tax optimization.
Career Planning/Employee Benefits:Support for career growth and benefits like 401(k)s and insurance plans.

Specialties

Financial Planning Investment Management Tax Planning and Filing Retirement Planning Estate Planning Equity Compensation Insurance Planning Education Planning Family Planning

Funding History

Debug: View Raw Funding Data
# Type Amount Fields Date Fields Investors
1 RT: Debt
T: -
FT: Debt 		A: 35000000
MR: -
FA: 35 million
FAN: 35000000 		D: 2024-10-08
FD: 2024-10-08 		3 investors
Debt Latest
2024-10-08
$35.0M
3 investors (Pro only)

Growth Metrics

+45%
Employee Growth
YoY
3.2x
Funding Growth
Last Round
12
Markets
Operating
10K+
Customers
Active

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Team & Leadership

A

Anders Jones

Chief Executive Officer

LinkedIn (Pro only)
B

Brent Weiss

Head of Financial Wellness

LinkedIn (Pro only)
P

Patrick McKenna

Executive Chairman

LinkedIn (Pro only)
S

Shruti Joshi

President & Chief Operating Officer

V

Vicki Ryan

Interim Chief Human Resources Officer

P

Paul Martin

Chief Technology Officer

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Recent News

Facet Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Read more →

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

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Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Read more →

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Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised

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Company Details

Website
facet.com
Industries
Financial Services
Company Size
~260 employees (est.)

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Technology Stack

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