Farther, Intelligent Wealth Management, natively built to unlock greater client wealth, today announced it has raised $150 million in Series D funding led by General Atlantic, a leading global investor, with participation from existing investors.
Founded in 2019, Farther’s Intelligent Wealth Platform is designed to overcome the limitations of legacy wealth management, delivering advisors an all-in-one ecosystem that helps them optimize client outcomes through dynamic asset location, enhanced execution, high-quality data, risk management, personalized insights, and AI-driven tools. The platform also provides access to private markets and other differentiated investment opportunities. Farther serves a broad client base – from high-earning individuals and ultra-high-net-worth families supported by Farther Family Office, to small businesses and institutions – delivering a modern solution that scales with evolving technology, markets, and client demands.
With this Series D funding, Farther anticipates continued expansion of its platform capabilities and further innovation to better support advisors and clients, leveraging General Atlantic’s global wealth management investing experience and track record of scaling high-growth financial services platforms.
“At Farther, we’ve built a platform that delivers for wealth managers who demand better technology, better tools, and a better client experience – and for clients across the wealth spectrum who expect the same,” said Taylor Matthews, Farther CEO and Co-Founder. “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.”
“We never aspired to deliver incremental improvements to wealth management – so we rebuilt it from the ground up,” said Brad Genser, CTO and Co-Founder of Farther. “Our platform replaces fragmented, legacy systems with a single, integrated solution that powers advisors to operate more efficiently and effectively, with better outcomes for clients. General Atlantic’s investment allows us to scale that Farther advantage.”
The raise comes amid significant momentum for Farther, now a unicorn. The firm has surpassed $23 billion in recruited assets, including both assets currently under management and additional assets expected from advisors joining in the coming months.* This sets up Farther to triple its year-over-year growth since Q1 2025. Farther continues to attract top advisors and high-net-worth clients seeking tech-native alternatives to the “bolt-on” approaches of traditional wealth management institutions, whose legacy systems predate the complexity of today’s wealth management. By contrast, Farther’s Intelligent Wealth Platform is built from the ground up, with AI at its core, to empower advisors with more personalized and efficient wealth-building capabilities.
“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 followed Taylor, Brad, and the Farther team for several years and have been consistently impressed by their innovation, long-term vision, and thoughtful approach to reimagining the advisor and client experience,” said Paul Stamas, Managing Director and Global Head of Financial Services at General Atlantic.
“Farther is helping growth-minded advisors spend less time navigating operational complexity and more time serving clients. The company’s momentum reflects growing demand for platforms that combine sophisticated, AI-native technology with a more intuitive way of working,” continued Laura Chen, Vice President at General Atlantic. “We are excited to partner with Taylor, Brad, and the team as they continue scaling the platform.”