Farther, a WealthTech firm offering an AI-native intelligent wealth management platform, has closed a $150m Series D funding round led by General Atlantic, with further participation from existing backers.
The fresh capital is intended to support continued expansion of Farther’s platform capabilities and drive further innovation in support of advisors and their clients. The company will look to leverage General Atlantic’s experience in global wealth management investing and its history of scaling high-growth financial services businesses.
Founded in 2019, Farther’s Intelligent Wealth Platform is designed to address the shortcomings of traditional wealth management systems. The platform provides advisors with an integrated ecosystem that encompasses dynamic asset location, enhanced execution, data, risk management, personalised insights, and AI-driven tools.
It also offers access to private markets and other differentiated investment opportunities, serving clients ranging from high-earning individuals and ultra-high-net-worth families through its Farther Family Office offering to small businesses and institutions.
The raise cements Farther’s status as a unicorn. The firm has now surpassed $23bn in recruited assets, encompassing both assets currently under management and those anticipated from advisors set to join in the coming months.
The company expects this to position it to triple its year-over-year growth since Q1 2025. Since its founding, Farther has raised more than $272m in total.
Farther CEO and co-founder Taylor Matthews said, “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.”
Farther CTO and co-founder Brad Genser said, “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.”
General Atlantic vice president Laura Chen said, “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.”
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