About Facet
Facet is a company based in Vancouver (Canada) founded in 1991 by Brent Weiss, Patrick McKenna, and Anders Jones. Facet has raised $40.23 million across 6 funding rounds from investors including Warburg Pincus, Multiplier Capital and Accelerator Ventures. Facet offers products and services including Financial Planning Service, Investing Guidance, Retirement Planning, and Tax Planning. Facet operates in a competitive market with competitors including Purpose Unlimited, iA Private Wealth, IG Wealth Management, RetireWare and WealthyPlanet, among others.
- Total Equity Funding$40.23M (USD)
in 6 rounds
- Latest Funding Round$10M (USD), Unspecified
Oct 2024
- InvestorsWarburg Pincus
& 3 more
Products & Services of Facet
Facet offers a comprehensive portfolio of products and services, including Financial Planning Service, Investing Guidance, Retirement Planning, and Tax Planning.
Provides unbiased financial advice and personalized roadmaps.
Offers strategies for goal-aligned investments and tax harvesting.
Assists with savings, withdrawals, and pre-retirement strategies.
Delivers tax reduction and efficient education savings plans.
Apps and channels of Facet
its YouTube channel Facet has 3.11K subscribers and 30 videos.
Videos from Facet
The most watched videos on Facet's YouTube channel, Facet (3.11K subscribers). Click a video to play it here.
More on Facet.
Funding Insights of Facet
Facet has successfully raised a total of $40.23M across 6 strategic funding rounds. The most recent funding activity was a Unspecified round of $10 million completed in October 2024. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $40.23M
- Total Rounds 6
- Last Round Unspecified — $10M
- First Round $1.5M
(Oct 2011)
- Investors Count 4
All 6 funding rounds of Facet with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2024 | $25M | Debt – Conventional | – | – | |
| Oct 2024 | $10M | Unspecified | – | Warburg Pincus | – |
| Jul 2024 | $28.22M | Unspecified | – | – | – |
| Jun 2022 | $507,788 | Unspecified | – | – | – |
| Jun 2017 | – | Unspecified | – | – | |
| Oct 2011 | $1.5M | Unspecified | – | – | – |
4 investors in total: 4 institutional.
Investors in Facet
Facet has secured backing from 4 investors, including venture fund investors. Prominent investors backing the company include Warburg Pincus, Multiplier Capital and Accelerator Ventures.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture debt is provided to US-based technology companies. | – | multipliercapital.com | New York, United States | |
Multi-stage private equity investments are pursued across diverse sectors. | 1966 | warburgpincus.com | New York, United States | |
- | – | acceleratorventures.com | - | |
- | – | slow.co | - |
Investor details for Facet
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Facet
38 people are tracked at Facet (20 in leadership, 18 in team).
| Name | Role | Group |
|---|---|---|
Brent Weiss | Co-Founder | Leadership |
Patrick McKenna | Co-Founder | Leadership |
Anders Jones | Co-Founder & CEO | Leadership |
Paul Martin | CTO | Leadership |
Chris Hufman | COO & CCO | Leadership |
JoDee Fields | Chief of Staff | Leadership |
Ben Lande | Head Of Engineering | Leadership |
Jenna Sorrentino | Head, People | Leadership |
Hayes Anderson | Director, Client Services | Leadership |
Benjamin Bryer | VP, Business Operations | Leadership |
Mayra Cardoso | Head, Client Experience | Leadership |
Jen O'Brien | Senior Director of People | Leadership |
Alek Safar | VP Of Product Management | Leadership |
Paul Stasiuk | Head of Cybersecurity | Leadership |
Tim Herrmann | Senior Director, Trading Operations | Leadership |
Marcus Hadley | Head of Product | Leadership |
Tom Graff | Head, Investments | Leadership |
Liz Shader | Senior Director of Client Experience & Pricing | Leadership |
Shruti Joshi | President & COO | Leadership |
Paul Peterson | Head, Specialized Advice & Implementation | Leadership |
18 more people are available in the full profile.
Complete people profiles for Facet
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Facet
3 dated milestones of Facet across 33 years, from founding to its latest funding, stage changes and deals.
- Founded Facet is founded.
- Funding First funding round of $1.5M.
- Funding Latest funding round, Unspecified, of $10.0M.
Competitors of Facet
Facet operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Purpose Unlimited, iA Private Wealth, IG Wealth Management, RetireWare and WealthyPlanet, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| purpose-unlimited.com | 2012 | Toronto, Canada | $42.05M | 30 | Wealth management services are provided by Purpose Unlimited in Toronto. | |
| iaprivatewealth.ca | 2002 | Montreal, Canada | – | – | Provides comprehensive wealth planning, investment advice, and tax strategies for individuals. | |
| ig.ca | 1926 | Winnipeg, Canada | – | – | Online financial advice and planning services are provided. | |
| retireware.com | 1994 | Montreal, Canada | – | – | Retirement planning is enabled through financial management and investment allocation. | |
| wealthyplanet.com | 2018 | Burlington, Canada | – | – | AI-driven tools for financial planning and debt management are provided. | |
| planeasy.ca | 2017 | London, Canada | – | – | Financial planning services are provided via an online platform. | |
| cascadesfs.com | 2016 | Ingersoll, Canada | – | 4 | Cloud-based retirement and estate planning platform is provided. |
Detailed competitors of Facet
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Facet
The website of Facet (facet.com) receives about 288.1K visits a month.
- Monthly visits288.1K
▲ 32.3% vs previous month
Websites whose visitors overlap most with Facet. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| nerdwallet.com | 100% | 22.3M | #2,677 | View details | |
| merceradvisors.com | 88% | 133.8K | #273,528 | View details | |
| widgetfinancial.com | 88% | 42.4K | #587,929 | View details | |
| mnsaves.org | 88% | – | #636,697 | View details | |
| domainmoney.com | 88% | 44.9K | #718,083 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Facet
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Facet
Complete news archive for Facet
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Facet
10 companies that operate in the same segment as Facet (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about Facet
Facet was founded in 1991 and raised its 1st funding round 20 years after it was founded.
Facet is headquartered in Vancouver, Canada. It is registered at Vancouver, British Columbia, Canada.
Anders Jones is the current CEO of Facet. They have also founded this company.
Facet is a funded company, having raised a total of $40.23M across 6 funding rounds to date. The company's 1st funding round was a Unspecified of $1.5M, raised on Oct 2011.
Facet was established in 1991 in Vancouver, Canada, as an online video streaming service. Content is uploaded by creators and accessed by users through the platform, with emphasis placed on travel advice videos. Operations center on facilitating digital content distribution in the media sector. The company is led by co-founders Brent Weiss, Patrick McKenna, and Anders Jones as CEO. Services are provided via the domain facet.com.
Facet's top competitors include Purpose Unlimited, IG Wealth Management and Cascades Financial Solutions.
Facet offers Financial Planning Service, Investing Guidance, Retirement Planning, and Tax Planning.
Facet has 4 investors. Key investors include Warburg Pincus, Multiplier Capital, Accelerator Ventures, and Slow Ventures.
Facet operates through Facet Wealth, Inc..
The website of Facet receives about 288 thousand visits a month.