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Farther Finance

Farther Finance is a technology-driven wealth management firm founded in 2019, building a proprietary platform that optimises after-tax returns and cuts advisor administrative work.

Farther Finance is a technology-driven wealth management firm founded in 2019 and headquartered in the United States. The company builds proprietary software and pairs it with human expertise to optimise after-tax returns and relieve advisors of administrative work. Its technical work spans a proprietary wealth technology platform, fintech, after-tax return optimisation and in-house software development. The firm was founded by Taylor Matthews and Brad Genser, who came from the private wealth and technology sectors.

At the centre of the firm's engineering effort is the Intelligent Wealth Platform, a system built from the ground up to optimise after-tax returns and deliver a seamless wealth experience. By automating legacy-system pain points and reducing administrative burden, the platform enables advisors to dedicate 90% of their time to client needs - roughly four times the industry standard.

Farther operates at scale, with over $5 billion in assets under management, more than 100 wealth managers and some 5,000 clients. Inc. Magazine named it the #1 Fastest-Growing Financial Services Firm in America. The firm's stated mission is to improve the traditional wealth management experience by combining cutting-edge technology with top-tier human expertise.

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