Facet Wealth is a subscription-based financial planning service that provides clients with access to a dedicated team of Certified Financial Planners (CFPs). It is an early-stage technology-enabled Registered Investment Advisor (RIA) offering comprehensive wealth management to the mass affluent ($100k-$1mm in assets).
- Category
- Wealth Management
- Stage
- Series D+
- Employees
- 301
- HQ
- West Palm Beach, United States
- Founded
- 2016
- Funding
- $210M
Slow Ventures