# Farther Advisors

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/farther-advisors

- Industry: Financial Services
- Headquarters: San Francisco, US
- Website: www.farther.com
- Total disclosed funding: $268M
- Latest round: Series D (May 21, 2026)
- Investors on record: 10

## About

Based in the US, Farther Advisors, LLC operates as a wealth management firm specializing in innovative investment strategies and advanced technology solutions for enhancing client experiences in financial planning.Farther Advisors, LLC is a wealth management firm founded in 2019 and headquartered in New York, US. The company was established by founders Bradley Genser and Taylor Matthews. Farther specializes in providing an innovative Intelligent Wealth Platform designed to enhance the wealth management experience for both advisors and clients. Their core product offerings include advanced wealth generation technology, tailored investment strategies, and personalized portfolio management, all aimed at optimizing after-tax returns and enhancing investment growth. The platform facilitates seamless collaboration between clients and financial advisors, enabling easy access to financial data and documents in a secure environment. Farther's services cater to a diverse client base, including individual investors, financial advisors, and institutional clients, primarily in North America and select markets in Europe, focusing on addressing the need for efficient wealth management solutions that promote transparency and strategic financial planning.Farther operates on a revenue model primarily driven by advisory fees associated with their wealth management services. The firm engages in transactions through a direct-to-consumer approach, where clients subscribe to financial planning and investment management services tailored to their unique needs. Revenue is generated through these advisory contracts, which encompass a range of financial services, including portfolio management, tax optimization, and retirement planning. Clients benefit from the expertise of experienced advisors who utilize Farther's intelligent technology to deliver actionable insights and investment strategies. This structure ensures that Farther is positioned to capture a portion of clients' investment growth as they achieve financial milestones. In May 2026, Farther Advisors, LLC raised USD 150 million in series D funding led by General Atlantic, with participation from Bessemer Venture Partners, CapitalG, Cota Capital, and MassMutual Ventures. The May 2026 will use the funding to expand its platform capabilities, develop new features, and scale its wealth management system to support more advisors and clients.

## Funding rounds

- Series D, May 21, 2026, $150M — General Atlantic, Bessemer Venture Partners, CapitalG, MassMutual Ventures, Cota Capital
- Series C, Oct 10, 2024, $72M — CapitalG, Viewpoint
- Series B, Aug 1, 2023, $31M — Lightspeed Venture Partners, Khosla Ventures, Bessemer Venture Partners, MassMutual Ventures, Moneta Venture Capital, Cota Capital
- Series A, May 1, 2022, $15M — Khosla Ventures, Bessemer Venture Partners, MassMutual Ventures, Moneta Venture Capital, Cota Capital, Context Ventures

## Investors

- Khosla Ventures (https://capitalatlas.ai/funds/khosla-ventures) — Series A, Series B
- Bessemer Venture Partners (https://capitalatlas.ai/funds/bessemer-venture-partners) — Series A, Series B, Series D
- MassMutual Ventures (https://capitalatlas.ai/funds/massmutual-ventures) — Series A, Series B, Series D
- Moneta Venture Capital (https://capitalatlas.ai/funds/moneta-venture-capital) — Series A, Series B
- Cota Capital (https://capitalatlas.ai/funds/cota-capital) — Series A, Series B, Series D
- Context Ventures — Series A
- Lightspeed Venture Partners (https://capitalatlas.ai/funds/lightspeed-venture-partners) — Series B
- CapitalG (https://capitalatlas.ai/funds/capitalg) — Series C, Series D
- Viewpoint (https://capitalatlas.ai/funds/viewpoint) — Series C
- General Atlantic (https://capitalatlas.ai/funds/general-atlantic) — Series D