Farther, an intelligent wealth management platform, announced it has raised $150 million in Series D funding led by General Atlantic, with participation from existing investors.
Founded in 2019, Farther developed its Intelligent Wealth Platform to address the limitations of legacy wealth management systems. The company’s integrated platform helps advisors 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 differentiated investment opportunities.
Farther serves a broad client base ranging from high-earning individuals and ultra-high-net-worth families through Farther Family Office, to small businesses and institutions. The company said its platform is designed to scale alongside evolving technology, markets, and client demands.
The company plans to use the new funding to continue expanding its platform capabilities and accelerate innovation for advisors and clients. Farther also intends to leverage General Atlantic’s experience investing in and scaling wealth management and financial services businesses globally.
Farther said it has surpassed $23 billion in recruited assets, including assets currently under management and additional assets expected from advisors joining in the coming months. The company said this momentum positions it to triple its year-over-year growth since Q1 2025.
The company added that it continues to attract advisors and high-net-worth clients looking for technology-native alternatives to traditional wealth management firms that rely on legacy systems and bolt-on technology solutions. Farther said its AI-native platform was built from the ground up to provide more personalized and efficient wealth-building capabilities for advisors and clients.
Farther also noted that in 2025 it was named the nation’s fastest-growing financial services firm in the Inc. 5000 and Deloitte Technology Fast 500 rankings. Since its founding, the company has raised more than $272 million.
KEY QUOTES:
“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. 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.”
Taylor Matthews, CEO and Co-Founder, Farther
“We never aspired to deliver incremental improvements to wealth management, so we rebuilt it from the ground up. 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.”
Brad Genser, CTO and Co-Founder, Farther
“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.”
Paul Stamas, Managing Director and Global Head of Financial Services, 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. We are excited to partner with Taylor, Brad, and the team as they continue scaling the platform.”
Laura Chen, Vice President, General Atlantic
