Farther

Founded by Taylor Matthews in 2019

Manage personal investments, retirement accounts, and taxes alongside dedicated financial advisors

Pricing model

Demo

Rating

★ Exceptionally Bullish & Highly Disruptive: Widely recognized as a major innovator in the legacy private banking space, achieving "unicorn" status following a massive $150M Series D round led by General Atlantic. It is frequently highlighted in financial tech media for successfully pulling top-tier advisory talent away from traditional institutions like Goldman Sachs.

Time to value

Fast to Moderate

You can use Farther to manage your personal finances, investments, and wealth goals alongside dedicated financial advisors. The service connects directly to financial institutions like Schwab, Fidelity, and Pershing to consolidate your accounts into a single dashboard. You can track net worth, organize estate documents, allocate assets into private markets, and reduce your tax burden across diversified portfolios. Farther handles routine administrative account tasks automatically, letting advisors give you clear guidance on retirement strategies, estate planning, and risk management across all stages of life.

What Farther does

Link bank and brokerage accounts via PlaidSchedule video consultations with a licensed financial advisorUpload and organize trust and estate documentsReview after-tax portfolio return projectionsSet and track multi-year retirement savings targetsAllocate funds to curated private market offeringsConnects accounts across Fidelity, Schwab, Apex, and PershingPairs clients with dedicated human wealth advisorsProvides access to private market investment opportunitiesIdentifies automated tax saving and harvesting strategiesConsolidates banking, insurance, properties, and investments in one placeProvides secure document vault for estate and financial planning