SHORTList
Farther logo
Fintech/Payments

Farther

AI-driven wealth management solutions

New York· 12 roles · HybridRemote· 6 roles · RemoteDallas· 4 roles · Hybrid

CORE INFO

$150M
Total Funding
Series D+
Round
2019
Founded
51-200
Team Size
San Francisco, California, USA
Headquarters

Farther is a technology-centric wealth management firm that combines expert financial advisors with proprietary AI-driven technology to deliver personalized financial services to high-earning individuals, ultra-high-net-worth families, small businesses, and institutions.

  • Farther raised $150 million in a Series D funding round led by General Atlantic, bringing its valuation to over $1 billion.crowdfundinsider.com
  • As of May 2026, Farther has recruited $23 billion in assets under management.fintech.global
  • Axios reported on Farther's $150 million Series D funding, highlighting its impact on the wealth-tech sector.axios.com

WHY WE WOULD WORK AT FARTHER

Innovative Wealth Solutions

Join a leader in AI-driven wealth management, leveraging cutting-edge technology to optimize after-tax returns for clients.

Collaborative Culture

Work alongside top-tier financial advisors and tech experts in a dynamic environment that values teamwork and innovation.

Rapid Growth Opportunities

Be part of a fast-growing firm recognized as the fastest-growing US financial services company, with 3x organic advisor growth.

Competitive Compensation

Enjoy attractive compensation packages, including access to private market opportunities and comprehensive financial planning services.

Impactful Client Experience

Deliver personalized financial services to a diverse clientele, including ultra-high-net-worth families and small businesses.

AI-Driven Technology

Utilize proprietary AI tools within the Intelligent Wealth Platform to provide tailored investment advice and enhance client wealth.

MARKET AND TRACTION

KEY METRICS

✦ KEY METRIC
  • Total funding raised: $268 million across multiple funding rounds.

  • Assets Under Management (AUM): Surpassed $23 billion as of May 2026.

  • Growth rate: Expected to triple year-over-year growth since Q1 2025.

    • GROWTH TACTICS

  • Farther combines expert financial advisors with proprietary AI-driven technology to enhance client services.

  • The firm emphasizes a comprehensive and personalized client experience, leveraging advanced technology to attract high-earning individuals and ultra-high-net-worth families.

    • MARKET POSITION

  • Established as a leader in the financial services sector since its founding in 2019.

  • Recognized as the fastest-growing US financial services firm by Inc. Magazine and Deloitte Technology Fast 500.

    • NOTABLE CUSTOMERS

  • Serves a diverse clientele including high-earning individuals, ultra-high-net-worth families, small businesses, and institutions.

  • Offers specialized services through its Farther Family Office to cater to ultra-high-net-worth families.

    • SERVICES

  • Provides an Intelligent Wealth Platform that includes financial planning, tax optimization, investment management, and access to private market opportunities.

  • Focuses on optimizing after-tax returns and enhancing client wealth over time through its technology-centric approach.

    • PRODUCT AND TECH

    Intelligent Wealth Platform

    Farther's flagship offering integrates expert financial advisors with proprietary AI-driven technology to deliver personalized financial services, including financial planning, tax optimization, and investment management.

    AI-Driven Investment Solutions

    Utilizing advanced algorithms, Farther provides tailored investment advice and portfolio management, focusing on optimizing after-tax returns for clients.

    Tax Optimization Services

    Farther's technology emphasizes tax-intelligent solutions, helping clients navigate complex tax scenarios to enhance their overall wealth.

    Private Market Access

    The platform offers clients exclusive access to private market opportunities, allowing them to diversify their investments and potentially increase returns.

    Comprehensive Financial Planning

    Farther combines technology with human expertise to deliver a holistic approach to financial planning, ensuring clients receive personalized strategies that align with their financial goals.

    COMPANY CULTURE

    Values

  • Client-centric approach prioritizing personalized financial services

  • Commitment to leveraging advanced technology for better outcomes

  • Integrity and transparency in all client interactions

  • Emphasis on collaboration between financial advisors and AI-driven tools

  • Focus on continuous improvement and innovation in wealth management

    • Operating Principles

  • Combine human expertise with cutting-edge technology

  • Foster a culture of learning and adaptability

  • Encourage open communication and feedback among team members

  • Strive for excellence in client service and satisfaction

  • Promote ethical practices in financial advising

    • Benefits

  • Access to a diverse range of financial services and expertise

  • Opportunities for professional development and growth

  • Supportive team environment that values collaboration

  • Innovative tools and resources to enhance work efficiency

  • Competitive compensation and benefits packages

    • Team Cadence

  • Regular team meetings to align on goals and strategies

  • Collaborative project-based work to leverage diverse skills

  • Open-door policy for communication with leadership

  • Frequent training sessions to keep up with industry trends

  • Celebrations of team successes and milestones

    • Learning & Growth

  • Commitment to ongoing education and professional certifications

  • Mentorship programs pairing experienced advisors with new talent

  • Access to industry conferences and networking opportunities

  • Encouragement of innovative thinking and problem-solving

  • Regular performance reviews to identify growth areas

    • HIRING SIGNAL

    30
    Open roles on their careers page
    Snapshot via live ATS poll
    —
    Net new roles in the last 90 days
    Available once weekly history accrues
    90-Day VelocityV2 · BACKFILL
    Trend builds weekly as historical rows accrue
    By Function
    Breakdown of open roles
    Other · 1
    GTM · 11
    Design · 1
    G&A · 3
    Product · 1
    Support · 3
    Marketing · 2
    Operations · 1
    Engineering · 7
    Top Locations
    Where hiring is concentrated
    Remote-eligible postings counted separately
    Hybrid - New York, NY
    10
    Remote
    6
    Hybrid - Dallas, TX
    4
    Hybrid - Irving, TX
    3
    Hybrid - New York
    2
    Remote - Miami, FL
    1
    Remote in Boston, MA
    1
    Hybrid - Austin, Texas
    1
    SourcesGreenhouseLeverAshbyWorkableSmartRecruitersRipplingRecruiteeFallback · Wellfound, YC Work-at-a-Startup, careers-page scrape

    KEY COMPANY ANNOUNCEMENTS

    Filter
    11 announcements · ranked by importance
    May 21, 2026FUNDINGFarther raises $150 million Series D led by General Atlantic to scale Intelligent Wealth Managementfarther.com
    Oct 1, 2024FUNDINGFarther secures $72 Million Series C from CapitalG and Viewpoint Ventures to continue revolutionizing wealth management | The Farther Outlookfarther.com
    Jul 29, 2025MILESTONEFarther's Asset Pipeline Surpasses $13B, Key Personnel Added to Bolster RIA Offeringfarther.com
    Sep 27, 2023FUNDINGFarther Announces Closing $31 Million Series B Led by Lightspeed Venture Partners, Boosting Valuation to $131 Millionfarther.com
    Aug 1, 2022FUNDINGFarther Raises $15 Million in Series A Funding Round Led by Bessemer Venture Partners, with Khosla Ventures and MassMutual Ventures Joining as New Investors | The Farther Outlookfarther.com
    Apr 9, 2026PRODUCTFarther Launches Multi-Family Office, Setting A New Standard For Generational Wealth Planningfarther.com
    Apr 9, 2025EXEC HIREFarther Strengthens Leadership and Advisory Team in Q1 2025, Welcomes CIO of Farther Asset Management and 29 Premier Advisorsfarther.com
    Oct 17, 2025PRESSFarther’s Brad Genser on How AI Is Reshaping the Wealth Business - AdvisorHubadvisorhub.com
    Aug 23, 2024FOUNDER PROFILEFor These First-Time Founders Working to Build Trust and Credibility, a Personal Touch Went a Long Wayinc.com
    Jan 29, 2025INTERVIEWTaylor Matthews on what's behind Farther's rapid growth - InvestmentNewsinvestmentnews.com
    Oct 10, 2024ESSAYA Letter from Our Co-Foundersfarther.com