Farther

Farther

Personalized wealth management and financial advice

About Farther

Simplify's Rating
Why Farther is rated
A
Rated A on Competitive Edge
Rated A+ on Growth Potential
Rated B on Rating Differentiation

Industries

Fintech

Financial Services

Company Size

201-500

Company Stage

Series C

Total Funding

$118M

Headquarters

New York City, New York

Founded

2019

Overview

Farther.com offers personalized wealth management services aimed at helping clients grow their wealth for future generations. The company uses advanced technology and data-driven strategies to provide tailored financial advice and support. Its proprietary platform allows advisors to concentrate on client needs while offering access to a variety of public strategies and alternative investments. Unlike many competitors, Farther.com aligns the incentives of its advisors with those of the clients, ensuring unbiased guidance. The company also has a team of experts, including financial planners and estate attorneys, to provide comprehensive financial support. Farther.com generates revenue by charging clients for its wealth management services, with a strong emphasis on personalized guidance and proactive technology.

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Simplify's Take

What believers are saying

  • Farther's AUM reached $2.2 billion, showing strong growth potential in wealth management.
  • The $72 million Series C funding supports expansion of Farther's advisor network and technology.
  • Partnership with Wealth.com enhances estate planning services, increasing client satisfaction and retention.

What critics are saying

  • Rapid AUM growth may strain Farther's infrastructure if not managed carefully.
  • High valuation pressures Farther to meet aggressive growth targets, risking strategic missteps.
  • Focus on technology may alienate clients preferring traditional advisory services, limiting market reach.

What makes Farther unique

  • Farther combines expert advisors with cutting-edge technology for a unique client experience.
  • The firm offers a proprietary platform with smart features for personalized financial advice.
  • Farther's comprehensive approach includes a team of financial planners, estate attorneys, and CPAs.

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Funding

Total Funding

$118M

Above

Industry Average

Funded Over

3 Rounds

Series C funding is usually for startups that are doing well and are looking for more money to fuel major growth, such as acquiring other companies, expanding into global markets, or launching new product lines. Investors typically include larger venture capital firms and private equity.
Series C Funding Comparison
Above Average

Industry standards

$50M
$50M
Medium
$62M
SeatGeek
$72M
Farther
$100M
Oura

Benefits

Flexible Work Hours

Growth & Insights and Company News

Headcount

6 month growth

-2%

1 year growth

-1%

2 year growth

-1%
Slater Sentinel
Apr 3rd, 2025
Tempus AI, Inc. (NASDAQ:TEM) Director Wayne A.I. Frederick Sells 3,000 Shares of Stock

Farther Finance Advisors LLC purchased a new stake in Tempus AI in the fourth quarter valued at approximately $34,000.

Slater Sentinel
Mar 13th, 2025
Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) Sees Strong Trading Volume - Here's What Happened

Farther Finance Advisors LLC purchased a new stake in Dimensional Global Core Plus Fixed Income ETF in the third quarter valued at $77,000.

FF News
Jan 15th, 2025
Farther Strengthens Leadership And Advisory Team In Q1 2025, Welcomes Cio Of Farther Asset Management And 29 Premier Advisors

Farther, the intelligent wealth firm fusing proprietary technology with advisor expertise, welcomed Chief Investment Officer of Farther Asset Management Nick Panitsas and 29 premier advisors nationwide between January and March 2025. Their arrival marks a strong start to the year and reinforces Farther’s appeal as a modern RIA built for advisors and their clients, bringing the firm’s assets under management to nearly $6 billion.“Farther is redefining wealth management by combining powerful technology that attracts top personnel throughout the country,” said Taylor Matthews, CEO & Co-Founder of Farther. “This talented group reflects the effectiveness of our model: one that gives advisors more time to focus on clients, more control over their growth, and the tools they need to deliver greater value. Now equipped with Nick’s expertise, we are looking forward to further scaling our offering to reach more advisors and clients in 2025 and beyond.”Panitsas brings more than 25 years of experience in wealth management and fintech, having built and scaled asset management businesses serving individual investors, RIAs, family offices, and institutions. Most recently at Fidelity and Geode Capital Management, he played a key role in developing investment programs and tax-optimization strategies that became firm-wide standards, helping grow platforms managing over $1 trillion in assets.“Farther is uniquely positioned to lead the next generation of wealth management – with the infrastructure, talent, and vision to back it up. I am looking forward to helping scale this vision and elevate how we deliver advice to our clients,” said Nick Panitsas, Chief Investment Officer of Farther Asset Management.Advisors Who Joined Farther in Q1 2025 Include:California (CA)Scott ColesDavid ColesMichael LynchMatthew BuenafeFlorida (FL)Mike OrzelGeorgia (GA)Sam WilkersonIllinois (IL)Sam SchwartzIowa (IA)Joshua VolgarinoKansas (KS)Jared RandMassachusetts (MA)Christopher VenetoMichigan (MI)Joseph MorphewJoe MayoneAlex AustinMinnesota (MN)Barry BigelowSteven SchoenbergMissouri (MO)Jon TimsonKimberley HamiltonMyles JacksonAndrea BateyGeorge TimsonCarolyn HoffmanDerieck HodgesNew Mexico (NM)Doug LindseySouth Carolina (SC)Michael FlatleyTexas (TX)Phillip WeinsteinJohn CareyWashington (WA)Bradley SimWisconsin (WI)Jay HandyJacob BarrSeveral of these advisors join as members of wealth management teams partnering with Farther, including Anchor Pointe Wealth Management, Heartland Group, Lynch Financial, SignalPoint Asset Management, and WMBC Financial.Ranked one of AdvisorHub’s top recruiters of 2024, Farther continues to stand out in a competitive industry by offering a platform purpose-built for advisors

Financial IT
Oct 10th, 2024
Farther Secures $72 Million Series C From CapitalG and Viewpoint Ventures to Continue Revolutionizing Wealth Management

Farther secures $72 million Series C from CapitalG and Viewpoint Ventures to continue revolutionizing wealth management.

PR Newswire
Oct 10th, 2024
Farther Secures $72 Million Series C from CapitalG and Viewpoint Ventures to Continue Revolutionizing Wealth Management

/PRNewswire/ -- Farther, the leading technology-centric financial advisory firm, closed a $72 million Series C funding round to expand its advisor network and...

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