Facet Wealth

Facet is a fintech company offering personalized and unbiased financial advice that integrates into every facet of life, at an affordable subscription price.

Facet’s mission is to empower people to live more enriched lives by delivering a new standard of guidance. 

Facet Wealth was founded in 2016 by Patrick McKenna, Patrick McKenna, Brent Weiss, and Gorkem Sevinc. The company is headquartered in Baltimore, Maryland.


Facet combines proprietary technology with CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, to create a new standard in financial planning and increasing access to 40 million underserved American households.


Facet’s planning goes far beyond a person or family’s investments by focusing on advice that addresses every way money impacts their life. Facet’s community of over 100 CFPs are providing traditionally overlooked households with the power of choice and freedom from financial worry.


Facet serves more than 10,000 clients, and already has pre-launch partnerships with leading employers including ClassPass, MyVest and ChiliPiper, who share this commitment and desire to bring financial wellness to their teams.


Facet is backed by Durable Capital Partners, Warburg Pincus, TeleSoft Partners, Slow Ventures, Green Cow Venture Capital, and others. The company raised $100M in Series C round on Jan 19, 2022. This brings Facet's total funding to $162M to date.



  • Year founded: 2016
  • Funding Info: $162M over 4 Rounds (Latest Funding Type: Series C)
  • Yearly Revenue: NA
  • Employee Size: 201-500
  • Business Valuation: NA
  • City/Town: Baltimore
  • State: Maryland
  • Country: United States
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