Farther is the leading technology-centric wealth management firm – combining expert advisors with cutting-edge technology to deliver an efficient, comprehensive, and elite client experience. Founded in 2019 and backed by top-tier venture capital firms, Farther caters to high-net-worth professionals who need a more holistic approach to managing their money.

For details on our disclosures, please reference the document linked on our website footer (farther.com).

MassChallenge

Cota Capital

Habitat Partners

Bessemer Venture Partners

Context Ventures

Khosla Ventures

MassMutual Ventures

Lightspeed Venture Partners

Moneta VC

Farther

Farther: Invest & Save

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Founder

Taylor Matthews

Head of Engineering

Adam Juhasz

Business Management

Bryan D'Alessandro

Daniel R. Gilham, CFP

Managing Director of Investment Strategy

David Darby

Director, Advisor Recruiting

Kaitlin Wickenheiser

Director of Business Operations

Kate Gordon

Investment Strategy Director

Min Zhang, CFA

Director of Product

Paul Rau

Marketing and Product

Sam Schultz

Charles Svirk

Christopher Powers

Chief Compliance Officer and Strategic Advisor

Brad Genser

Co-founder & CTO

Co-Founder and CEO

Bill Woodruff

Managing Director and Wealth Advisor

Consulting Companies With Less Than $50M in Revenue (Top 10K)

Wealth Management Companies (Top 10K)

Financial Services Companies With Less Than $1B in Revenue (Top 10K)

New York Companies With More Than $1M in Revenue (Top 10K)

Farther is a technology-centric wealth management firm – combining expert advisors with cutting-edge technology to deliver an efficient, comprehensive, and elite client experience. Founded in 2019 and backed by top-tier venture capital firms, Farther caters to high-net-worth professionals who need a more holistic approach to managing their money. The firm emphasizes a data-driven approach, empowering its advisors with cutting-edge tech tools to provide personalized financial advice. Farther aims to set a new standard in wealth management, offering a blend of personal service and advanced analytics to meet clients' financial goals.

CapitalG

Viewpoint Ventures

Series C - Farther

Series B - Farther

Series A - Farther

Non Equity Assistance - Farther

Seed Round - Farther

New York

United States

North America

Farther Completes $72M Series C Funding

Farther Secures $72 Million Series C from CapitalG and Viewpoint Ventures to Continue Revolutionizing Wealth Management

Farther raises $72 million

Farther deepens New York presence with $150M boutique firm

Farther: Wealth Management Firm Surpasses $3 Billion In AUM

Farther Financial AUM grows significantly as firm adds 32 advisors

Wealth.com Partners With Farther, Integrating Estate Planning Solutions for High-Net-Worth Clients

Italy

Europe

Philippines

Asia

Pakistan

Venezuela

South America

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Farther is a technology-driven financial services company that specializes in providing innovative investment solutions and financial planning services. The company leverages advanced analytics, machine learning, and data science to deliver personalized investment strategies to its clients, aiming to optimize their financial growth and security.

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