# Farther

> Farther is a New York-based technology-driven wealth management firm that pairs human financial advisors with a proprietary 'Intelligent Wealth Platform.' Founded in 2019 by Taylor Matthews and Brad Genser, the company gives advisors an all-in-one digital ecosystem for financial planning, investing, tax optimization, and estate planning, while offering clients a family-office-style experience. After a $150 million Series D led by General Atlantic in 2026, Farther has grown to roughly $23 billion in recruited assets and ranks among the fastest-growing financial services firms in the United States.

- **Founded:** 2019
- **Headquarters:** New York, New York, United States
- **Founders:** Taylor Matthews (Co-Founder & CEO), Brad Genser (Co-Founder & CTO)
- **Team size:** ~620 employees
- **Products:** Intelligent Wealth Platform, Financial Planning, Investments & Portfolio Management, Tax Optimization, Retirement Planning
- **Notable:** Ranked #1 fastest-growing financial services firm in America and #8 fastest-growing private company overall on the 2025 Inc. 5000 list., Named to the 2025 Deloitte Technology Fast 500., Grew recruited assets from $7.8B (Q1 2025) to ~$23B (Q1 2026).

## Products & services

- **Intelligent Wealth Platform** — Proprietary all-in-one ecosystem that gives advisors asset location, enhanced execution, data, risk management, personalized insights, and AI-driven tools to optimize client outcomes.
- **Financial Planning** — Holistic, goal-based financial planning delivered by fiduciary advisors and supported by the platform.
- **Investments & Portfolio Management** — Custom, tax-aware portfolios with automated rebalancing, dynamic asset allocation, and access to alternative investments.
- **Tax Optimization** — Proactive tax management including automated tax-loss harvesting and tax-efficient portfolio construction.
- **Retirement Planning** — Retirement income and drawdown strategies integrated into the broader wealth plan.
- **Trust & Estate / Generational Wealth Planning** — Estate planning and generational wealth-transfer strategies for high-net-worth families.
- **Farther Asset Management** — In-house investment management arm led by a dedicated chief investment officer.
- **Farther Family Office** — Family-office services for ultra-high-net-worth clients, including consolidated reporting and specialized planning.
- **Institutional & Small Business Services** — Advisory and back-office services extended to institutions and small businesses.

## Achievements

- Ranked #1 fastest-growing financial services firm in America and #8 fastest-growing private company overall on the 2025 Inc. 5000 list.
- Named to the 2025 Deloitte Technology Fast 500.
- Grew recruited assets from $7.8B (Q1 2025) to ~$23B (Q1 2026).
- Raised $275M in total funding across five rounds since 2019.
- Valuation climbed from ~$50M (Series A) to $542M (Series C).

## Latest updates

- **2026-05** — Raised $150M Series D led by General Atlantic to scale its Intelligent Wealth Platform.
- **2026-01** — Reported roughly $23B in recruited assets, up from $7.8B a year earlier.
- **2025-08** — Named #1 fastest-growing financial services firm in America on the Inc. 5000 list.
- **2024-10** — Closed $72M Series C co-led by CapitalG and Viewpoint Ventures at a $542M valuation.

## Links

- Website: https://farther.com
- LinkedIn: https://www.linkedin.com/company/fartherfinance
- Twitter/X: https://twitter.com/FartherFinance
- Facebook: https://www.facebook.com/fartherfinance/

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Profile page: https://yespress.io/farther
Published by YesPress — https://yespress.io
Last updated: 2026-07-21