A technology-driven wealth firm betting that the best advisors deserve better software - and that clients deserve a family-office experience without the family-office fortune.
Wealth management has long run on tools its own practitioners quietly resented - clunky portfolio systems, disconnected planning software, and back-office paperwork that swallowed the hours advisors would rather spend with clients. Farther started in 2019 with a plain question: what if the technology were actually good?
The answer is a company that behaves less like a traditional advisory shop and more like a full-stack software firm that happens to manage money. Co-founders Taylor Matthews and Brad Genser built what they call the Intelligent Wealth Platform - an all-in-one ecosystem that handles planning, investing, tax, and estate work, then hands advisors the time and data to focus on people.
The market noticed. In May 2026, Farther raised a $150 million Series D led by General Atlantic, capping a run that took recruited assets from $7.8 billion to roughly $23 billion in a single year and earned it the top spot among fast-growing financial services firms on the Inc. 5000.
What follows is a look at what Farther does, who it serves, the problems it solves, and where it sits in a wealth-management market defended by decades of inertia.
Farther is a registered investment advisor built around proprietary technology. Rather than replacing advisors with a robo-product, it recruits independent and breakaway advisors onto its platform and gives them the machinery to run a modern practice: custom portfolios, proactive tax management, financial planning, estate and generational-wealth strategies, and consolidated reporting - all in one place.
"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."
Farther serves two audiences at once. First are the advisors - professionals leaving wirehouses and legacy firms who want independence without building an operation from scratch. Second are their clients: mass-affluent and high-net-worth individuals and families who want coordinated advice on investing, tax, and estate planning rather than a scattering of disconnected accounts.
For advisors, Farther removes the drag of fragmented software, compliance overhead, and back-office busywork. For clients, it consolidates a previously piecemeal experience - planning here, taxes there, custody somewhere else - into a single, data-driven relationship that used to be reserved for family offices.
The core ecosystem - asset location, enhanced execution, risk management, and AI-driven insights that help advisors optimize client outcomes.
Holistic, goal-based planning delivered by fiduciary advisors and supported end-to-end by the platform.
Custom, tax-aware portfolios with automated rebalancing, dynamic allocation, and access to alternative investments.
Proactive tax management including automated tax-loss harvesting and tax-efficient portfolio construction.
Generational wealth-transfer and estate strategies built for high-net-worth families.
Concierge-level services and consolidated reporting for ultra-high-net-worth clients.
From a $15 million Series A in 2022 to a $150 million Series D in 2026, Farther's funding has tracked its asset growth. Backers include Bessemer Venture Partners, Khosla Ventures, Lightspeed, CapitalG (Alphabet's growth fund), and General Atlantic.
As an RIA, Farther earns fees on assets under management. Its growth engine is unusual: it recruits advisors rather than chasing retail clients directly. Give advisors a platform worth switching for, the thinking goes, and the client assets follow. That approach carried recruited assets past $23 billion.
Farther sits between two worlds - the modern wealthtech platforms and the traditional wirehouses and private banks whose experience it aims to modernize. It competes with technology-forward RIAs and roll-ups like Savvy Wealth, Sanctuary, Hightower, and Creative Planning, and with infrastructure players such as Addepar and Orion.
The founding team blends finance and engineering. CEO Taylor Matthews earlier scaled retirement fintech ForUsAll from $25M to nearly $1B in assets and holds an MIT Sloan MBA. CTO Brad Genser led an AI team in Goldman Sachs' Private Wealth division and is a West Point graduate and two-time Iraq war veteran awarded two Bronze Stars.
"General Atlantic's investment allows us to scale that Farther advantage."
Taylor Matthews and Brad Genser launch Farther to modernize wealth management.
Bessemer Venture Partners leads, with Khosla Ventures and MassMutual Ventures joining.
Lightspeed Venture Partners leads, lifting the valuation to $131M.
CapitalG and Viewpoint Ventures co-lead at a $542M valuation.
Named #1 fastest-growing financial services firm on the Inc. 5000 list.
General Atlantic leads as recruited assets reach roughly $23B.
Explore Farther in the founders' own words and see the platform in action.
Farther is a technology-driven wealth management firm (RIA) that pairs human financial advisors with a proprietary Intelligent Wealth Platform covering planning, investing, tax, and estate services.
Farther was founded in 2019 by Taylor Matthews (CEO) and Brad Genser (CTO).
Roughly $275 million across five rounds, most recently a $150 million Series D led by General Atlantic in 2026.
Around 620 employees and approximately $23 billion in recruited assets as of early 2026.
Financial advisors who run their practices on its platform, and through them, mass-affluent and high-net-worth individuals and families.