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The Venture Codex

Facet

400 E Pratt St, Fl 8, Baltimore, MD, 21202, United States

Overview

Personalized financial planning services utilizing advanced technology.

Total Raised

$193 M

Rounds

4

Links

Verticals

Advice
Finance
Financial Services
Wealth Management

Investment History

  1. Equity

    Oct 2024

    $35M

    Warburg PincusMultiplier Capital · LeadAudacious Capital

  2. Series C

    Jan 2022

    $100M

    Green Cow Venture CapitalTeleSoft PartnersDurable Capital Partners · LeadWarburg Pincus

  3. Series B

    Sep 2020

    $25M

    Warburg Pincus · Lead

  4. Series A

    Sep 2018

    $33M

    Warburg Pincus · LeadSlow Ventures

Team

Anders Jones

CEO & Co-Founder

Brent Weiss

Co-Founder, Head of Financial Wellness

Shruti Joshi

Chief Operating Officer

Bill Fahrbach

Chief Financial Officer