Farther

About Farther

Farther is a wealth management company focused on comprehensive financial planning and growing wealth for generations. They combine personalized guidance from expert advisors with proactive, data-driven technology to set a new standard in financial planning, ensuring prosperity for clients and their families now and in the future.

Products & Services

Financial Planning:Comprehensive wealth management services to plan and grow wealth.

Retirement Planning:Tailored strategies to prepare for retirement.

Tax Advisory:Expert guidance on tax-related financial decisions.

Trust and Estate Planning:Support for managing trusts and estates for future generations.

Wealth Management Technology:Proprietary platform with smart features to enhance advisor focus on client needs.

Comprehensive Financial Support:Access to a team of experts including financial planners, estate attorneys, CPAs, and insurance specialists.

Specialties

Personalized Financial Guidance Wealth Management Technology Expert Advisory Services Comprehensive Financial Planning Asset Security

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Series C T: - FT: Series C	A: 72000000 MR: - FA: $72 million FAN: 72000000	D: 2024-10-10 FD: 2024-10-10	2 investors

Series C Latest

2024-10-10

$72.0M

2 investors (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Mock Up

Team & Leadership

M

Mark

CRO of Multiple Startups

R

Rick

Founder, Startup & Parent, Home

J

Jean

Parent, Home

M

Melissa

Lawyer

D

Divya

VP of Product, Series D HealthTech Company

D

Daniel Gilham

Managing Director of Advisor Strategy

View 17 more team members with Pro

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Recent News

Farther Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised