Farther Raises $150 Million Series D, led by General Atlantic, to Scale Intelligent Wealth Management

Farther, Intelligent wealth management, natively built to unlock greater client wealth, led by Brad Genser and Taylor Matthews, has raised $150 million in Series D funding led by General Atlantic.

Founded in 2019, Farther provides an AI-driven wealth management platform that modernizes legacy advisory systems through integrated tools for portfolio optimization, execution, risk management, and client insights, while also offering access to private market investments. It serves individuals, family offices, businesses, and institutions with a scalable, technology-led wealth management solution.

With its Series D funding, Farther plans to expand platform capabilities and accelerate innovation for advisors and clients, supported by General Atlantic’s experience in scaling high-growth wealth and financial services businesses.

Taylor Matthews, CEO and Co-Founder of Farther, highlighted the company’s focus on building a modern technology platform for wealth managers and clients, noting that its partnership with General Atlantic will support continued scaling of its Intelligent Wealth Platform and enable advisors to grow their businesses and deliver greater client value.

Brad Genser, CTO and Co-Founder of Farther, described the platform as a ground-up rebuild of legacy wealth management systems, replacing fragmented tools with a single integrated solution that improves advisor efficiency and client outcomes, while noting that General Atlantic’s investment will help scale the company’s technology advantage.

The raise comes amid strong momentum for Farther, which has reached unicorn status and surpassed $23 billion in recruited assets, including current and expected inflows from incoming advisors, positioning the firm for rapid year-over-year growth since early 2025.

The company continues to attract top advisors and high-net-worth clients seeking a tech-native alternative to legacy wealth management systems, with its AI-native Intelligent Wealth Platform built from the ground up to deliver more personalized, efficient wealth-building capabilities.

Paul Stamas noted that the wealth management sector is undergoing a structural shift, with advisors increasingly adopting modern, integrated platforms, and highlighted long-term confidence in the innovation and vision of Farther’s leadership team in reimagining the advisor and client experience.

Laura Chen noted that Farther is helping advisors reduce operational complexity and spend more time serving clients, highlighting growing demand for AI-native, integrated platforms, and expressed excitement about continuing to partner with the team as the platform scales.

In 2025, Farther was recognized as the fastest-growing financial services firm in both the Inc. 5000 and Deloitte Technology Fast 500 rankings, and continues to rank among the top recruiters in the RIA space.

Since its founding, the company has raised over $272 million.