Farther

We’re proud to announce that Farther has closed its $150 million Series D, led by General Atlantic. This is a defining moment for Farther, as we also cross $23 billion in recruited assets, more than tripling our year-over-year growth. "Our partnership with General Atlantic will help us continue scaling our Intelligent Wealth Platform, so more advisors can grow their business and deliver greater value to clients." — Taylor Matthews, CEO and Co-Founder at Farther. “The wealth management sector is undergoing a structural shift as advisors increasingly seek modern, integrated platforms to better serve clients and grow their businesses. We have been consistently impressed by Farther's innovation, long-term vision, and thoughtful approach to reimagining the advisor and client experience,” — Paul Stamas, Managing Director and Global Head of Financial Services at General Atlantic. Since 2019, we have worked to close the gaps in the traditional wealth management experience that have held back both Advisor and Client performance. The Intelligent Wealth Platform was built from the ground up, as a single, integrated ecosystem to directly address that. With AI at its core, Advisors can focus on growing their business rather than managing their tech stack, and Clients across the wealth spectrum get a modern experience that moves with them, their evolving needs, and the markets. "We never aspired to deliver incremental improvements to wealth management, so we rebuilt it from the ground up." — Bradley Genser, CTO and Co-Founder at Farther. Farther is now a unicorn, and this milestone reflects more than capital raised. It reflects the Advisors who brought their Clients here, and the Clients who decided they deserved better and put their trust in us. Welcome to the next chapter. Welcome to Intelligent Wealth Management. Read the full release here: https://lnkd.in/ehrEtSaB General Atlantic Bessemer Venture Partners CapitalG Context Ventures Cota Capital Khosla Ventures Lightspeed MassMutual Ventures Moneta Ventures Viewpoint #wealthmanagement #wealthtech #gofarther #seriesD #intelligentwealthmanagement

According to the Diamond Consultants 2025 Transition Report, 11,172 advisors changed firms in 2025 — an astonishingly high number, up over 16% from the prior year. In a historic bull market, with plenty of reasons to stay comfortable, these advisors, with an average of 22 years in the industry, took the leap of faith in pursuit of more for themselves and their clients. Why? We unpack the report and what it tells us about where wealth management is heading in our latest blog post: https://bit.ly/3R4b0zI #wealthmanagement #financialadvisor #wealthtech #RIA #gofarther #intelligentwealth

To all the founders, builders, and risk-takers: Happy Small Business Week! Working alongside business owners every day, we see something most people on the outside don't: how much financial complexity quietly accumulates while your attention is exactly where it should be — on the business. Tax strategy, retirement structuring, 401(k) management, cash flow, and succession planning all have to work together as one integrated ecosystem, and they rarely do by accident. Proactive planning starts with finding a partner who understands the specific structure, stage, and ambitions of your business alongside your own. They build strategies around where you're going, not just where you stand today, and that is precisely where legacies are built. The business you've built is your greatest asset. This week is a good reminder to look beyond the balance sheet and ensure you’re taking the right steps to actively protect it. Explore how we help small business owners build toward long-term financial growth: https://bit.ly/4tlz26t #smallbusinessweek #smallbusinessowner #wealthmanagement #wealthtech #financialadvisor #gofarther #intelligentwealth

Big ideas. Small investors. One unforgettable day. We believe financial literacy should start long before someone opens their first brokerage account. So last week, we opened our doors for Bring Your Kid to Work Day. Our youngest guests got hands-on with real money concepts (making big “Farther bucks”). Our teens tackled a $1,000 hypothetical investment challenge: researching, debating, and pitching their ideas like the pros. And yes, we vibe-coded a budgeting app using AI. Because why not? Thanks to the Farther Forward team who gave their time to make this day happen. These are the moments that remind us why we love what we do. 💙 #TeamFarther #GoFarther #FartherForward #CultureAtFarther #WealthManagement #BringYourKidToWorkDay #FinancialLiteracy #IntelligentWealth

Most people accept that financial advice has value, but how does one quantify it? Vanguard's 2022 Advisor's Alpha research puts the estimate at up to approximately 3% in net returns annually. Not from picking better stocks, but from four things most investors overlook: • Tax strategy: For equity comp, RSUs, asset location, Roth conversions • Behavioral discipline: Avoiding the panic-sell that locks in permanent losses • High-stakes decisions: The mortgage, the inheritance, the business sale • Integrated planning: Every decision made with full visibility into the others For many clients, a well-executed advisory relationship doesn't just justify the fee. It redefines what value looks like in a financial plan. We broke down exactly how it works, and what to look for in an advisor worth working with. Read the full breakdown → https://bit.ly/3R5Ox56

Our NYC team recently took in a Brooklyn Nets game, catching a glimpse of our mission in the bright lights. Proud to be building a community dedicated to the new standard for wealth management, right here in the heart of the city. #wealthmanagement #wealthtech #teamfarther #gofarther

The first quarter’s market action points to a shift in leadership beneath the surface. Headline indexes may suggest limited damage, but the underlying story is more complex. Four takeaways from our latest market commentary: 1. Headline indexes masked deeper weakness across many individual stocks. 2. Passive exposure may be less diversified than many investors think. 3. Opportunities are emerging as leadership begins to broaden. 4. This is a smart time to revisit portfolio positioning. Read the full commentary here: https://bit.ly/4egvgYd — or connect with a Farther advisor to evaluate how your portfolio is positioned for what comes next. #wealthmanagement #financialadvisor #gofarther #wealthtech #marketcommentary

The new standard for generational wealth. Today, we’re proud to announce the launch of Farther Family Office, natively built to unlock the full potential of a family’s financial legacy. By uniting elite advisory services with proprietary, AI-native infrastructure, we’ve built a single, integrated ecosystem designed to deliver greater opportunity, comfort and control for our clients. This is intelligent wealth. To lead this new chapter, we are honored to welcome Benjamin Seidenstein, CFA as Global Head of Farther Family Office. Ben joins following a distinguished 13-year career at Goldman Sachs, where he oversaw more than $1.5 billion in client assets for entrepreneurs, executives, and private investors. “Traditional private banking wasn’t built to meet the needs of modern family wealth. So we built something better: a culture defined by relentless service, powered by an AI-native platform that amplifies your experience. We don’t feel entitled to your trust; we earn it every day through rigor and results. This is the family office you deserve.” Welcome to the higher standard. Welcome to Intelligent Wealth. Read the full release here: https://lnkd.in/gZTQWqUk #wealthmanagement #wealthtech #financialadvisor #gofarther

To celebrate Women’s Wealth Month, we sat down with Senior Wealth Advisor Christine Thibodeaux, CFP® to hear how she helps women turn financial complexity into a lasting legacy. Christine’s mission started at her childhood dinner table. Her mother, a nurse in the Army Reserves, joined a women’s investment club that changed their family’s financial trajectory. Today, Christine creates those same safe spaces for her clients to ask questions, gain clarity, and lead with confidence. Recently, Christine partnered with a client navigating a major life change. While the client was highly disciplined, she felt overwhelmed by the noise of the industry and the weight of new financial responsibilities. Together, they moved past skepticism to build a masterclass in strategy. What they tackled together: • Diversifying concentrated stock while minimizing taxes • Planning for Medicare and Roth conversions early • Using gifting strategies to support the client’s daughters "The most meaningful shift wasn't the financial strategy itself," says Christine. "It was the confidence she gained. She moved from 'what do I do?' to 'here is my plan.'" Read the full interview with Christine here: https://bit.ly/41vO8Lc #womeninwealth #wealthmanagement #wealthtech #teamfarther #financialadvisor #gofarther

What do 1920s switchboard operators have in common with today’s wealth management industry? When automation first disrupted telecommunications, many feared it would mark the end of the industry’s "human touch." History proved otherwise when automation didn’t kill human expertise, but relocated it, and defined the next century of innovation. Fast forward to today. The traditional wealth management experience is stuck in its own “manual switchboard" era — forcing high-value advisors to spend hours on the mechanical tasks of data entry, reconciliation, and paperwork. In our latest blog, Bradley Genser, Founder & CTO at Farther, explores how AI-native provides an “architectural alpha” that can catapult us into the next era of wealth management. “Efficiency isn't the enemy of fiduciary care, it’s the evolution of it”. So the real question is no longer whether AI will reshape our industry, but how we’ll choose to lead. Get the insights here: https://bit.ly/4rCPYom #wealthmanagement #wealthtech #financialadvisor #gofarther