The Farther Outlook

WSJ Pro | 09.27.2023

Why Investors Still Crowd Into Some Deals

Farther raised $31 million in a Series B round led by Lightspeed Venture Partners. The new money earned the company a post-money valuation of $131 million, well up from $50 million at its A round a year prior.

Deals & Recruiting Roundup: Envestnet, Coldstream, Cerity, Rockefeller, Farther and More

InvestmentNews | 07.09.2025

Farther debuts AI investment proposal tool for advisors to win clients

Founders on Fire | 06.24.2025

Founders on Fire with Brad Genser, Co-founder of Farther

NonProfit PRO | 06.10.2025

What’s Keeping Nonprofit Leaders Up at Night in 2025 — and How to Lead Through It

Financial Advisor Magazine | 06.04.2025

AI, Index-Linked Annuities Touted As Tonic For Client Market Worries

Business Insider | 5.17.2025

I'm a wealth advisor. During market uncertainty, I tell my clients to focus on a 'three-bucket' strategy

Fast Company | 05.16.2025

Under Trump, nonprofits can't afford passive investment oversight anymore

InvestmentNews | 05.09.2025

Florida non-compete bill backed by Citadel bodes ill for advisor mobility

InvestmentNews | 04.25.25

The great wealth transfer demands a wealth management revolution

InvestmentNews | 04.14.2025

Advisory firms confront crossroads amid historic wealth transfer

Fox News | 04.11.2025

New tech helps investors with tariff anxiety

Fintech Finance News | 04.10.2025

Farther Strengthens Leadership and Advisory Team in Q1 2025, Welcomes CIO of Farther Asset Management and 29 Premier Advisors

InvestmentNews | 04.09.2025

What non-compete and non-solicit lawsuits mean for RIAs

FinTech Global | 04.02.2025

WealthTech 100

MarketWatch | 04.01.2025

‘All they do is get my money.’ I’m afraid of financial advisers, but want money help. Now what?

WealthManagement.com | 03.31.2025

Wealth Management’s Retirement Crisis Has a Solution: Women

InvestmentNews | 03.25.2025

Focus on clients, not compliance – why Gary Corderman found his fit with Farther

InvestmentNews | 03.07.2025

Working with wealthy women: tips from some of the industry's female trailblazers

Fortune | 02.24.2025

A wealth management talent crisis is underway. Here’s what it could mean for your money

InvestmentNews | 02.07.2025

Farther adds $120M firm with science-backed approach to wealth management

Springfield Daily Citizen | 02.03.2025

Springfield advisory firm with $650M portfolio inks deal to expand

Springfield Business Journal | 01.29.2025

Springfield firm enters back-office partnership wtih NYC company

InvestmentNews | 01.29.2025

Taylor Matthews on what's behind Farther's rapid growth

Pulse 2.0 | 01.16.2025

Farther Brings In $650 Million SignalPoint Asset Management Team

NYSE Floor Talk | 01.16.2025

Bradley Genser, CTO and Co-Founder of Farther, discusses how AI is reshaping wealth management

InvestmentNews | 01.16.2025

Wealth Enhancement and Farther make milestone acquisitions

WealthManagement | 01.15.2025

Farther Recruits $650M Midwest RIA

Citywire | 01.13.2024

Farther adds $650m Missouri RIA to platform

Los Angeles Business Journal | 12.30.2024

Guild Added to Farther's Portfolio

Pittsburgh Business Times | 12.23.2024

Farther nabs Allegheny Financial partner who brings $200M in client assets

InvestmentNews | 12.17.2024

Top Financial Professionals in the US | Hot List

IN the Nasdaq | 12.11.2024

Farther Co-Founder highlights the top wealth trends and technologies for 2025

Tech Trailblazers | 12.04.2024

2024 Tech Trailblazers Awards Winners

Newsweek | 11.19.2024

America's Top Financial Advisory Firms of 2025

Tearsheet | 11.14.2024

How Farther is building a wealth management platform in the age of AI

The WealthStack Podcast | 11.8.2024

How Farther’s Custom Tech Fuels Advisor Growth

The Adviser Times | 11.04.2024

Farther, one of an emerging crop of “digital RIAs” aiming to achieve better growth and profitability through a purpose-built and integrated technology infrastructure, has raised $72 million in Series C funding

Kitces.com | 11.04.2024

Farther Raises $72M In Series C Funding, But Will Building In-House Tech Really Lead To Higher Profit Margins For "Digital RIAs"?

Wealth Solutions Report | 10.29.2024

Farther Closes $72 Million Funding Round, Surpasses $5 Billion In AUM

Fintech Futures | 10.29.2024

Wealth management firm Farther quadruples valuation with $72m Series C

Indo New York | 10.25.2024

Farther Wealth Management Firm Raises $72 Million with Alphabet's Support

WealthTech Today | 10.24.2024

Ep. 262: October WealthTech News

NYBizDaily | 10.22.2024

Wealth Management Firm Farther Secures $72 Million

The Daily Upside | 10.17.2024

The Wealthtech That Quintupled Assets Year-Over-Year, Twice

Pulse 2.0 | 10.16.2024

Farther: Financial Advisory Firm Raises $72 Million (Series C) At $542 Million Valuation

Digital Wealth News | 10.15.2024

Farther, the leading technology-centric financial advisory firm, closed a $72 million Series C funding round to expand its advisor network and enhance its wealth management platform

Workweek | 10.14.2024

Farther, a technology-focused financial advisory firm, raised a Series C

Marketing Report | 10.14.2024

Financial advisory firm Farther secures $72m Series C funding to revolutionize wealth management

Financial Advisor IQ | 10.14.2024

WealthTech Startup Farther Closes $72M Funding Round

IBS Intelligence | 10.14.2024

Farther, a wealth management firm based in New York, has significantly increased its valuation following a recent Series C funding round, which closed at $72 million

LA TechWatch | 10.14.2024

New York-based Farther is a wealth management firm that combines expert financial advisors with technology to enhance financial planning services

AlleyWatch | 10.14.2024

New York-based Farther is a wealth management firm that combines expert financial advisors with technology to enhance financial planning services

The Consumer VC | 10.12.2024

Farther, the leading technology-centric financial advisory firm, closed a $72 million Series C funding round to expand its advisor network and enhance its wealth management platform.

Fortune - Termsheet | 10.11.2024

Mayfield’s Navin Chaddha on the firm’s AI Garage and the qualities of a strong prospective founder

IBS Intelligence | 10.11.2024

The Weekly Wrap: all you need to know by Friday COB

WSJ Pro VC | 10.11.2024

What New Technologies Might Be Candidates for Future Nobel Prizes?

InvestmentNews Daily Pulse | 10.11.2024

Milton adds to climate-change worries for retirees

Fintech Global | 10.11.2024

FinTech funding surpasses $1bn on strong week for the sector

Fintech Global | 10.11.2024

Farther raises $72m Series C to revolutionise wealth management

Connect Money | 10.11.2024

Farther Closes $72M Series C Funding Led by Alphabet’s Growth Fund

Axios Pro Rata | 10.11.2024

Top of the Morning

InvestmentNews Daily Pulse | 10.11.2024

Tech-centric RIA Farther gets $72M vote of confidence in latest funding round

WSJ Pro VC | 10.11.2024

Farther, a wealth management startup based in New York and San Francisco, closed a $72 million Series C round co-led by CapitalG and Viewpoint Ventures

Citybiz | 10.11.2024

Farther Secures $72 Million Series C from CapitalG and Viewpoint Ventures

IBS Intelligence – Weekly Wrap | 10.11.2024

Farther bags $72m in Series C round from CapitalG & Viewpoint Ventures

Fintech Global | 10.11.2024

Farther raises $72m Series C to revolutionise wealth management

Finance Director Europe | 10.11.2024

Wealth management firm Farther raises $72m in Series C

Fintech Alliance | 10.11.2024

Farther Secures $72M Series C to Innovate Wealth Management

Fortune – Termsheet | 10.11.2024

Farther, a New York City-based wealth management firm, raised $72 million in Series C funding

Bloomberg | 10.10.2024

Alphabet’s CapitalG Backs Startup Making Tech for Wealth Advisers

AdvisorHub | 10.10.2024

Farther Secures $72 Million Series C from CapitalG and Viewpoint Ventures to Continue Revolutionizing Wealth Management

VC News Daily | 10.10.2024

Farther Completes $72M Series C Funding

Investors Hangout | 10.10.2024

Farther Raises $72 Million to Transform Wealth Management Services

FinSMEs | 10.10.2024

Farther Raises $72M in Series C Funding

Finextra | 10.10.2024

Wealthtech Farther raises $72m

Coverager | 10.10.2024

Farther raises $72 million

Fintech Finance News | 10.10.2024

Farther Secures $72 Million Series C From CapitalG and Viewpoint Ventures to Continue Revolutionizing Wealth Management

WealthManagement | 10.10.2024

Alphabet’s CapitalG Backs Startup Making Tech for Wealth Advisors

Citywire RIA | 10.10.2024

Farther closes $72m funding round led by Alphabet's growth fund

InvestmentNews | 10.10.2024

Tech-centric RIA Farther gets $72M vote of confidence in latest funding round

Financial IT | 10.10.2024

Farther Secures $72 Million Series C From CapitalG and Viewpoint Ventures to Continue Revolutionizing Wealth Management

CapitalG | 10.10.2024

Farther: Ushering in a New Era of Wealth Management

Bloomberg | 10.10.2024

Alphabet's CapitalG Backs Startup Making Tech for Wealth Advisers

The Washington Post | 09.18.2024

What the Fed's rate cut means for consumers, businesses and investors

Inc Magazine | 08.23.2024

For These First-Time Founders Working to Build Trust and Credibility, a Personal Touch Went a Long Way

InvestmentNews | 07.30.2024

Farther deepens New York presence with $150M boutique firm

Wealth Solutions Report | 07.17.2024

Deals & Recruiting Roundup: Envestnet, Coldstream, Cerity, Rockefeller, Farther and More

Pulse 2.0 | 07.17.2024

Farther: Wealth Management Firm Surpasses $3 Billion In AUM

RIABiz | 07.13.2024

Farther exhales then reveals that it has poached 10 advisors from Goldman Sachs since September, not without trepidation about poking the squid

InvestmentNews | 07.09.2024

Farther AUM grows significantly as firm adds 32 advisors

Wealth Management | 07.08.2024

Farther Reports $3B In AUM, New Hires

RIA Intel | 07.08.2024

When RIAs Start Building Tech, Priorities Shift

Inc. | 06.13.2024

How a Fintech's Co-Founders Manage Early Cash Flow for Future Success

Inc Magazine | 06.13.2024

The Co-Founders of Farther Share Their Biggest Cash Management Tips

Advisor Hub | 06.05.2024

Wealth Management is a Trust-Based Business

Long Island Business News | 05.03.2024

Preparing for financial success ahead of next year’s Tax Day

Wealth Management | 05.03.2024

CEO: FTC Right to Ban Non-Compete Agreements

Wealth Management | 05.01.2024

FTC Non-Compete Ban Could Impact Wirehouses and Banks More Than RIAs

Barron's | 04.08.2024

How to Put Your Tax Refund to Work—the Smart Way

Crowdfund Insider | 02.10.2024

Wealthtech Firm Father Reportedly Exceeds $2B in AUM

GGV Capital US | 01.24.2024

Fintech Innovation 50

All Content

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Running to Stand Still: Volatility Surged, Returns Stalled, and Discipline Paid Off

Alex S. Paul, CFA and Vinit Madan, CMT

By Farther

Insights

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Farther Unveils AI-Powered Investment Proposal Solution to Deliver Personalized Plans in Under 10 Minutes

By Farther

Investments

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Understanding the New Tax Legislation's Impact on Investors

Alex Paul, CFA | Director, Advisor Investment Strategy

By Farther

Investments

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The “Yale Model” is Broken

Unlocking Business Value: 8 Essential Drivers for Owners, Buyers, and Sellers

Pre-65 Health Insurance: How the Reconciliation Bill May Impact ACA Marketplace Coverage

Herbert Kyles

CFP®

By Farther

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