Company Overview
About Farther
Farther is a New York-based wealth management company and registered investment advisor (RIA) founded in 2019 by Taylor Matthews and Brad Genser, former executives from JPMorgan and Goldman Sachs respectively. The company has built a technology-first RIA platform that pairs proprietary financial planning and portfolio management software with human financial advisors to serve high-net-worth individuals — typically clients with $500K to $50M in investable assets — who want the personalized service of a boutique wealth manager with the technology and investment capabilities typically reserved for ultra-high-net-worth clients at major wirehouse firms. Farther's technology platform handles portfolio rebalancing, tax-loss harvesting, financial planning modeling, and client reporting automatically, allowing its advisors to focus entirely on client relationships and financial strategy rather than administrative tasks.
Business Model & Competitive Advantage
Farther has raised $72M in total funding including a $31M Series B closed in 2023, with investors including Bessemer Venture Partners, Context Ventures, and Khosla Ventures. The company reports managing over $3 billion in assets under management (AUM), demonstrating rapid growth from its 2019 founding. Farther operates a dual go-to-market strategy: attracting high-net-worth clients directly through digital marketing and referral networks, and recruiting experienced financial advisors away from wirehouse firms (Merrill Lynch, Morgan Stanley, UBS, Wells Fargo Advisors) by offering them a proprietary technology stack, better economics, and operational independence. This advisor recruitment flywheel — similar to strategies used by Dynasty Financial Partners and Sanctuary Wealth — allows Farther to rapidly scale AUM by bringing established advisor books of business onto its platform.
Competitive Landscape 2025–2026
The independent RIA market is experiencing a significant structural shift as experienced advisors leave wirehouse firms for independent platforms, attracted by better payout rates, fiduciary-only obligations, and modern technology. Farther competes in this market with Savvy, Compound, and Altruist for tech-forward RIA positioning, and indirectly with established RIA aggregators like Hightower Advisors, Mercer Advisors, and Creative Planning for advisor talent and client AUM.
Key Differentiators
Emerging Innovator
Farther is an emerging player bringing innovative solutions to the Financial Services market.
Frequently Asked Questions
Estimated Visibility Trend (Beta)
Simulated 8-week rolling score
Based on estimated brand signals. Historical tracking coming soon.
Similar Brands
QuickBooks
QuickBooks is Intuit's (NASDAQ: INTU) flagship small business accounting and financial management platform — the #1 small business accounting software in the US by market share — providing bookkeeping
NetSuite
NetSuite is a San Mateo, California and Austin, Texas-based cloud enterprise resource planning (ERP) platform and business unit of Oracle Corporation (NYSE: ORCL) — serving over 40,000 customers in 21
Melio
Melio is a B2B payments company founded in 2018 in New York that has raised over $500M to modernize accounts payable for small businesses. The platform allows small businesses to pay any vendor by ACH
Coinbase
Coinbase (Nasdaq: COIN) is the largest U.S.-regulated cryptocurrency exchange and digital asset platform, providing tens of millions of retail users and thousands of institutional clients with service
Block
Block, Inc. is a San Francisco, California-based financial technology company — publicly traded on the New York Stock Exchange (NYSE: SQ) as an S&P 500 Information Technology component (added to the S
Kalshi
Kalshi is the first U.S. federally regulated event contracts exchange, authorized by the Commodity Futures Trading Commission (CFTC) to operate a marketplace where participants can trade financial con
Compare Farther with Competitors
Side-by-side AI visibility scores, platform breakdown, and market position.
Claim This Profile
Are you from Farther? Claim your profile to see full AI mention excerpts, get weekly visibility change alerts, and optimize how AI systems describe your brand.
Claim Farther Profile →Track AI Visibility in Real Time
Monitor how ChatGPT, Gemini, Perplexity, and Claude mention Farther vs competitors. Get alerts when AI recommendations shift.
Start Free Tracking →