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

New capital to accelerate growth as Farther’s recruited AUM surpasses $23 billion

NEW YORK – Farther, Intelligent Wealth Management, natively built to unlock greater client wealth, today announced it has raised $150 million in Series D funding led by General Atlantic, a leading global investor, with participation from existing investors.

Founded in 2019, Farther’s Intelligent Wealth Platform is designed to overcome the limitations of legacy wealth management, delivering advisors an all-in-one ecosystem that helps them optimize client outcomes through dynamic asset location, enhanced execution, high-quality data, risk management, personalized insights, and AI-driven tools. The platform also provides access to private markets and other differentiated investment opportunities. Farther serves a broad client base – from high-earning individuals and ultra-high-net-worth families supported by Farther Family Office, to small businesses and institutions – delivering a modern solution that scales with evolving technology, markets, and client demands.

With this Series D funding, Farther anticipates continued expansion of its platform capabilities and further innovation to better support advisors and clients, leveraging General Atlantic’s global wealth management investing experience and track record of scaling high-growth financial services platforms.

“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, Farther CEO and Co-Founder. “Our partnership with General Atlantic will help us continue scaling our Intelligent Wealth Platform, so more advisors can grow their business and deliver greater value to clients.”

“We never aspired to deliver incremental improvements to wealth management – so we rebuilt it from the ground up,” said Brad Genser, CTO and Co-Founder of Farther. “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. General Atlantic’s investment allows us to scale that Farther advantage.”

The raise comes amid significant momentum for Farther, now a unicorn. The firm has surpassed $23 billion in recruited assets, including both assets currently under management and additional assets expected from advisors joining in the coming months.* This sets up Farther to triple its year-over-year growth since Q1 2025. Farther continues to attract top advisors and high-net-worth clients seeking tech-native alternatives to the “bolt-on” approaches of traditional wealth management institutions, whose legacy systems predate the complexity of today’s wealth management. By contrast, Farther’s Intelligent Wealth Platform is built from the ground up, with AI at its core, to empower advisors with more personalized and efficient wealth-building capabilities.  

“The wealth management sector is undergoing a structural shift as advisors increasingly seek modern, integrated platforms to better serve clients and grow their businesses. We have followed Taylor, Brad, and the Farther team for several years and have been consistently impressed by their innovation, long-term vision, and thoughtful approach to reimagining the advisor and client experience,” said Paul Stamas, Managing Director and Global Head of Financial Services at General Atlantic.

“Farther is helping growth-minded advisors spend less time navigating operational complexity and more time serving clients. The company’s momentum reflects growing demand for platforms that combine sophisticated, AI-native technology with a more intuitive way of working,” continued Laura Chen, Vice President at General Atlantic. “We are excited to partner with Taylor, Brad, and the team as they continue scaling the platform.”

In 2025, Farther was named the nation’s fastest-growing financial services firm in the Inc. 5000 and Deloitte Technology Fast 500, and it consistently ranks among the top recruiters in the RIA space. Since founding, Farther has raised over $272 million.  

About Farther 

Farther is Intelligent Wealth Management. Our Intelligent Wealth Platform is natively built to unlock greater wealth for clients throughout their financial lives. For more information, visit: farther.com. 

About General Atlantic

General Atlantic is a leading global investor with more than four and a half decades of experience providing capital and strategic support for over 885 companies throughout its history. Established in 1980, General Atlantic continues to be a dedicated partner to visionary founders and investors seeking to build dynamic businesses and create long-term value. Guided by the conviction that entrepreneurs can be incredible agents of transformational change, the firm combines a collaborative global approach, sector specific expertise, a long-term investment horizon, and a deep understanding of growth drivers to partner with and scale innovative businesses around the world. The firm leverages its patient capital, operational expertise, and global platform to support a diversified investment platform spanning Growth Equity, Credit, Energy Transition, and Sustainable Infrastructure strategies. General Atlantic manages approximately $126 billion in assets under management, inclusive of all strategies, as of December 31, 2025, with more than 900 professionals in 20 countries across five regions. For more information on General Atlantic, please visit: www.generalatlantic.com.

Media Contacts

Farther
Kristine Erickson
[email protected] 

General Atlantic
Emily Japlon & Sara Widmann
[email protected]

*$23B in recruited assets sourced from Farther internal data regarding assets committed to Farther, including both assets under management and those expected from advisors joining in the coming months. Farther’s tripling of recruited assets predicated on growth from $7.8B in recruited assets following Q1’25 (both transitioned and expected), to $23B in recruited assets as of Q1’26 (both transitioned and expected).

The securities described herein have not been registered under the Securities Act of 1933, as amended, or any state securities laws and may not be offered or sold absent registration or an applicable exemption. This release is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities.