Farther Finance Advisors
Overview
Farther Finance Advisors is a technology-centric wealth management firm that combines expert financial advisors with cutting-edge technology to deliver a comprehensive, personalized client experience. Founded in 2019, the firm has rapidly grown, managing over $5 billion in assets across more than 100 wealth managers and serving approximately 5,000 clients. Farther caters to high-net-worth professionals who require a holistic approach to managing their wealth, emphasizing a data-driven strategy that empowers advisors with advanced tech tools to provide personalized financial advice. The firm has attracted significant investment, raising a total of $53 million since its inception, with the latest being a $31 million Series B round announced in September 2024. This funding supports the development of Farther's proprietary wealth management portal, which offers clients a unified view of all their financial products and holdings. Farther's innovative approach has led to rapid expansion, including the onboarding of advisors from prestigious institutions such as Goldman Sachs Personal Financial Management and Universal Value Advisors, further solidifying its position in the wealth management industry.
Investment Focus
- High-net-worth individuals
- Accredited investors
- Institutional investors
- Family offices
- Pension funds
- Endowments
- Foundations
- Sovereign wealth funds
- Fund of funds
- Corporate investors
- Venture capital firms
- Private equity firms
- Hedge funds
- Mutual funds
- Syndicates
- Government entities
- Non-profit organizations
- Charitable foundations
- University endowments
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Farther Finance Advisors
What sectors does Farther Finance Advisors invest in?
Farther Finance Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in California, United States. Farther Finance Advisors is listed as a family office in the ConnectSafely investor database.
What stage does Farther Finance Advisors invest at?
Farther Finance Advisors backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Farther Finance Advisors invest in?
Farther Finance Advisors invests across United States, United Kingdom, Canada, Germany, Japan and Australia.
What companies has Farther Finance Advisors invested in?
Farther Finance Advisors's portfolio includes SignalPoint Asset Management, Pleasant Street Wealth, Guild Investment Management, OneSource Wealth Management Powered by Farther and Focus Financial Advisors.
Last updated · Source: ConnectSafely investor database
