Farther

Farther

Private
New York City, New YorkFinTechhttps://www.farther.com

Last Round

Series D

May 21, 2026

Est. Valuation

$1B

Total Funding Raised

$282M

Momentum Score

25 /100

Company Overview

Farther is a financial technology company that offers an investment advisory platform combining modern technology with personalized investment advice and proprietary algorithms to create tailored ETF portfolios for clients based on their financial situations and risk tolerances.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Vertical SaaS, Personal Finance

Business Model

B2C

Customer Profile

Payment Processing Fee, Services & Consulting

AI Layer

Application

Keywords

registered investment advisorwealth managementRIAhigh-net-worthadvisor platformhybrid wealth managementAUM-based feeswealth management platformTAMPbreakaway advisor platforminvestment managementfinancial planningRIA platformtech-enabled RIAWealthTechdigital family officealternative investmentstax optimization

Historical Pricing

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Caplight Momentum Score

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Farther Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Farther Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
Series DMay 21, 2026
Series COct 10, 2024
Series BSep 27, 2023
Series AAug 11, 2022
SeedMay 25, 2021

Key People

Founding team and executive leadership

Bradley Genser

Founder CTO

Founding Team

Farther Investors

Notable investors and investment history

InvestorRounds
Cota CapitalSeries D, Seed, Series B, Series C, Series A
Khosla VenturesSeries D, Series B, Series C, Series A
Moneta Group Investment AdvisorsSeries B, Series A
Moneta Venture CapitalSeries D
Context VenturesSeries D, Seed, Series C, Series A
Moneta VCSeries D, Series C
Viewpoint VenturesSeries D, Series C

Market signals

Structured signals derived from secondary market and firmographic data.

  • May 21, 2026

    $150M round led by General Atlantic.

  • Apr 10, 2026

    Launched a dedicated multi-family office for wealth management.

Farther Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Farther Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersNew York City, New York
Employee Range560
Year Founded2019
Last FundingMay 21, 2026

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Disclaimer All investments involve risk, including the risk of loss of principal. You should carefully consider your investment objectives, risks, transaction costs and other expenses before deciding to invest in options, swaps or other investments.This does not constitute an offer by Caplight Technologies, Inc. to sell, or a solicitation of an offer to buy, any securities and may not be used or relied upon in connection with any offer or sale of securities. An offer or solicitation can be made only through the delivery of final offering document(s) and purchase agreement(s), and will be subject to the terms and conditions and risks delivered in such documents. Any securities offered are offered through Caplight Markets LLC, member FINRA/SIPC.