Full-Time
Chief of Staff
Posted on 7/21/2025
Farther
501-1,000 employees
Personalized wealth management with data-driven guidance
No salary listed
San Francisco, CA, USA
Hybrid
Hybrid role requiring in-office presence.
 Business & Strategy (2) |
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- MBA from a top-tier business school
- 2-3 years of post-MBA experience at a top-tier management consulting firm
- Proven track record of managing complex, multi-stakeholder projects with measurable outcomes
- Experience working directly with C-level executives or senior leadership teams
- Strong analytical and problem-solving skills with ability to synthesize complex information
- Exceptional written and verbal communication skills
- Demonstrated ability to work in fast-paced, ambiguous environments
- Track record of building processes and systems that scale with organizational growth
- Serve as a strategic partner ensuring seamless execution of Farther's ambitious growth plans
- Think strategically while driving tactical excellence across the organization
- Translate vision into action
- Manage cross-functional initiatives
- Serve as a strategic partner on critical business decisions
- Partner with the CEO to develop and execute strategic initiatives that drive company growth and operational excellence
- Lead cross-functional projects and initiatives, ensuring alignment across departments and timely execution
- Serve as the CEO's representative in meetings, calls, and strategic discussions when needed
- Prepare executive briefings, board materials, and strategic presentations for leadership team and investors
- Drive organizational effectiveness by identifying process improvements and implementing scalable solutions
- Facilitate communication between the CEO and leadership team, ensuring clarity and alignment on priorities
- Manage special projects including M&A activities, partnership negotiations, and strategic planning cycles
- Analyze business metrics and market trends to inform strategic decision-making
- Previous Chief of Staff or similar strategic operations experience
- Experience with venture-backed or high-growth startups
- Experience in financial services, fintech, or wealth management
- Familiarity with wealth management industry dynamics and regulatory environment
- Experience with board management and investor relations
- Strong network within fintech or financial services ecosystem
Farther is a financial technology company that provides personalized wealth management and financial advisory services. It targets clients who want to grow wealth for future generations by offering tailored financial planning, investment strategies, and ongoing guidance. The product works through Farther’s proprietary platform, which equips advisors with smart tools to deliver data-driven advice and proactive support. Advisors can access a wide range of public investment strategies and select alternative investments to optimize each dollar invested, while being supported by a cross-disciplinary team of experts (financial planners, estate attorneys, CPAs, insurance specialists, and more). Revenue comes from fees charged for wealth management services. Farther stands out by aligning its advisors’ incentives with clients’ interests, providing unbiased guidance, and combining advanced technology with a comprehensive, team-based advisory approach to deliver personalized financial support.
Company Size
501-1,000
Company Stage
Series D
Total Funding
$268M
Headquarters
New York City, New York
Founded
2019
Simplify's Take
What believers are saying
- General Atlantic led Farther’s $150 million Series D in 2026.
- Farther ranked #1 financial services on the 2025 Inc. 5000.
- Q1 2025 added 29 advisors and CIO Nick Panitsas.
What critics are saying
- Advisor retention drives AUM; defections quickly weaken growth and margins.
- Family office expansion collides with entrenched private banks and boutique rivals.
- Automation errors trigger fiduciary failures, regulatory scrutiny, and client lawsuits.
What makes Farther unique
- Farther combines advisors with proprietary tax-intelligent wealth software.
- It unifies portfolios, estate documents, trusts, and beneficiaries in one login.
- Its multi-family office targets ultra-high-net-worth families with AI-driven workflows.
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Growth & Insights and Company News
6 month growth
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↑ 0%Farther launches multi-family office, setting a new standard for generational wealth management. * Farther has officially launched a dedicated multi-family office to provide specialized wealth management services for ultra-high-net-worth families. * The new offering integrates the firm's proprietary technology platform with bespoke advisory solutions to manage complex financial structures. * The multi-family office focuses on generational wealth transfer, estate planning, and sophisticated tax optimization strategies. * Families gain access to real-time reporting and visibility across diverse and illiquid asset classes through a centralized digital interface. * This expansion is designed to bridge the gap between traditional family office services and modern, tech-enabled wealth management. * Farther's approach incorporates philanthropic planning and family governance to ensure the long-term preservation of family legacies. * The launch follows a period of significant institutional growth and increasing demand for integrated, high-touch financial services. Knote: It's not exactly in its Family Office as-a-Service theme, but close. And if WealthTech Strategy Partners LLC know Farther, they are going to make extensive use of technology to create at least a semi-scaled product for the advisor.
Farther, a New York-based registered investment adviser, has launched a multi-family office division for ultra-high-net-worth families. The firm has hired Ben Seidenstein, former Goldman Sachs private wealth adviser who managed $1.5 billion in assets over 13 years, to lead the new unit as global head. The family office will have no minimum asset requirements, targeting entrepreneurs and builders who may experience large asset gains from liquidity events. Seidenstein said the division will differentiate itself through Farther's artificial intelligence-driven platform, avoiding the product allegiances that create conflicts at traditional institutions. Founded in 2019, Farther has grown to more than $15 billion in assets under management. The move follows similar family office launches by other large RIAs, including Summit Wealth Group and Wealthspire, capitalising on anticipated generational wealth transfers.
Farther Finance Advisors LLC acquired a new stake in Angel Oak High Yield Opportunities ETF in the second quarter valued at $35,000.
Farther Finance Advisors LLC's holdings in iShares Core MSCI Europe ETF were worth $1,325,000 at the end of the most recent reporting period.
Farther Finance Advisors LLC purchased a new stake in Tempus AI in the fourth quarter valued at approximately $34,000.