Holistic, tech-enabled RIA for top-performing wealth managers

Farther provides a holistic suite of proprietary technology and services to top-performing financial advisors. Its platform streamlines the entire wealth management experience enabling advisors to grow their client base while delivering a white-glove experience to their clientele.

By the time we invested in September 2024, Farther’s flywheel was turning and its growth was the evidence: AUM had grown roughly 5x, advisor headcount had doubled, and the firm was onboarding progressively larger books. The mechanism is self-reinforcing. Farther’s technology and services drive advisor growth, which generates operating leverage and strong unit economics, which fund continued reinvestment into scale and product. In a $36 trillion wealth management market that already supports several $100 billion-plus RIAs, we believe Farther is just getting started.