Farther Raises $150M Series D Led by General Atlantic 

Farther has raised $150 million in Series D funding led by General Atlantic, vaulting the tech-focused wealth management firm to unicorn status and positioning it for its next phase of platform expansion and advisor growth. The round included participation from existing investors and brings Farther’s total capital raised to more than $272 million.

Founded in 2019, Farther has built what it calls an Intelligent Wealth Platform to address the limitations of legacy wirehouse and RIA technology stacks. The all-in-one ecosystem aims to help advisors optimize client outcomes through dynamic asset location, enhanced execution, richer data, integrated risk management, personalized insights, and AI-driven tools.

“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,” said Taylor Matthews, CEO and co-founder of Farther.

The platform also opens access to private markets and other differentiated investment opportunities, serving high-earning individuals, ultra-high-net-worth families via Farther Family Office, as well as small businesses and institutions.

“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,” added Brad Genser, Farther’s co-founder and CTO.

The latest raise follows a $72 million Series C round in October 2024 co-led by CapitalG, Alphabet’s growth fund, and Viewpoint Ventures. Farther has now surpassed $23 billion in recruited assets, including current assets under management and additional assets expected from advisors transitioning to the platform in the coming months.