Farther Raises $150M in Series D Funding Led by General Atlantic

The company plans to use the funds to accelerate the development and growth of its platform features.

Farther’s Intelligent Wealth Platform is built to replace outdated wealth management systems with a modern, all-in-one solution for financial advisors. It helps advisors improve client results through smarter asset management, better execution, high-quality data, risk management, personalized insights, and AI-powered tools.

The platform also gives access to private markets and other unique investment opportunities. Farther works with a wide range of clients, including high-earning individuals, ultra-high-net-worth families through Farther Family Office, small businesses, and institutions. Its platform is designed to grow and adapt with changing technology, market conditions, and client needs.

The funding comes during a period of strong growth for Farther, which is now valued at over $1 billion. The company has surpassed $23 billion in recruited assets, including assets already under management, and additional assets expected from advisors joining soon. This growth puts Farther on track to triple its year-over-year growth since Q1 2025.

Farther continues to attract leading advisors and wealthy clients looking for modern, technology driven alternatives to traditional wealth management firms. Many older firms still rely on outdated systems that were not built for today’s complex financial needs. In comparison, Farthers Intelligent Wealth Platform was built from the ground up with AI at its core, enabling advisors to deliver more personalized, efficient wealth management services.

“The wealth management sector is undergoing a structural shift as advisors increasingly seek modern, integrated platforms to serve clients better 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.

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“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.”

“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."

About Farther

Founded in 2019 by Taylor Matthews and Brad Genser, Farther offers an intelligent wealth platform that gives financial advisors an all-in-one system to help improve client results. The platform includes tools for asset management, trade execution, data analysis, risk management, personalized insights, and AI-powered support. It also provides access to private markets and other unique investment opportunities.

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