Farther is a hybrid wealth management platform that combines dedicated human advisors with technology designed to make financial planning and investment management more efficient. Farther also offers advice for small business owners and provides institutional advisory services for nonprofits, foundations, and endowments. 

If you’re looking for a more streamlined wealth management experience, this review will help you decide whether Farther may be worth checking out. 

What Is Farther Finance?

Farther was founded by Brad Genser and Taylor Matthew to combine technology and human expertise to deliver the best possible financial planning at a fair price for consumers. In 2023, they announced a $31 million Series B investment round, continuing their growth.

In May 2026, Farther announced that it had raised $150 million in Series D funding, led by General Atlantic, with participation from existing investors. According to Farther, the move will enable the “continued expansion of its platform capabilities and further innovation to better support advisors and clients.”

As of 2026, Farther has over 200+ wealth management professionals on its roster and serves over 19,000 clients. The company doesn’t appear to disclose the amount of assets under management (AUM). Instead, it declares “recruited assets” of $23 billion. Recruited assets include those already transitioned to Farther, as well as those expected to come over from advisors joining the firm. 

Farther bills itself as a wealth management firm that combines technology with seasoned financial advisors’ experience. Here is a closer look at some of its key services: 

Unlike a robo-advisor, Farther assigns every client to a professional human financial advisor who can provide them with advice tailored to their situation, over time. Your advisor can help you with everything from investment management and retirement planning to tax strategies, estate planning, and more. In other words, they’re not just managing your portfolio. The company’s AI-powered technology comes in handy by handling many of the administrative and analytical tasks behind the scenes, allowing advisors to spend more time working with you. 

Farther stands out from many traditional advisory firms, thanks to its proprietary Intelligent Wealth Platform. Instead of relying on third-party software, Farther has built its own technology to give advisors and clients a unified view of their finances. The platform can automate tasks such as portfolio monitoring, tax-loss harvesting, cash management, and financial planning, while identifying opportunities for your advisor to discuss with you.

I like that clients have a single dashboard to view their accounts and collaborate with their advisor. Unfortunately, Farther doesn’t share many details about exactly how its technology works, so prospective clients will need to take some of its performance claims at face value. 

Farther places a lot of focus on tax optimization throughout its platform. Its technology can identify tax-loss harvesting opportunities, optimize your asset allocation across your taxable and retirement accounts, and help its advisors make decisions with tax-efficiency in mind. 

While its tools sound impressive, I couldn’t find much detail about which tax strategies are available to every client and which ones are only available to larger or more complex portfolios. So if tax efficiency is a priority for you, its something I’d definitely ask about before you sign up. 

Customized Portfolios

Rather than place every client into a handful of model portfolios, Farther advisors build investment strategies around your goals, risk tolerance, time horizon, and tax situation. Depending on your needs, your advisor may recommend ETFs and mutual funds, direct indexing, private market investments, or other customized strategies. 

In most cases, Farther will charge an AUM fee (annual fee based on a percentage of assets under management). The fee is negotiable, but according to Farther, it will not exceed 2%. I should point out that 2% is incredibly high, and you should never, ever pay that much for investment advice. I would suspect that the average fee is closer to 1%. Other types of fees, such as hourly or annual flat fees, may be available but would need to be negotiated with Farther. 

It’s fairly common for wealth management firms not to publicly disclose specific fees, because advisors often customize pricing based on assets and complexity. It just means you’ll need to speak with an advisor to see whether the service is a good fit for your budget. For me, the lack of transparency is a drawback when compared to many automated investing apps.

Farther will be more expensive than robo-advisor platforms like Wealthfront, Betterment, and M1 Finance. But while they charge lower rates, they won’t offer customized advice or the same level of advisor support as Farther. And that extra support costs money. 

Personal Capital, which also offers investors access to personalized financial advisors, charges 0.89% on the first million in assets under management. The XY Planning Network is a network of financial planners who focus on Generation X and Millennial investors. The Financial Gym is a membership-based financial company that provides education and support for people seeking financial health. And Facet Wealth is a financial planning service that charges flat annual advisory fees ranging from $1,200 to $6,000.

To open a Farther account, click on the “Get Started” button on its website. You’ll be asked what type of advice you are primarily looking for, such as financial planning, retirement planning, trust and estate planning, etc. From there, you’ll provide your name and contact information, including phone number, email address, and Zip Code, and a Farther representative will reach out to you.

Yes, you can consider Farther safe to use. It employs industry-standard security measures to protect your personal information. This includes encryption and secure account access. Farther’s advisors are fiduciaries, which means that they are legally required to put your interests ahead of their own when providing you with investment advice. 

Its advisors also have various accreditations, such as the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. Of course, it’s important to always remember that no investment firm or advisor can guarantee your returns or fully protect you from risk. 

I couldn’t locate a customer support email address or phone number for Farther, but you can reach out through the online contact form on its website. 

While Farther states it doesn’t have a minimum account balance for its investment management services, it has clearly moved upmarket, targeting high-income professionals, business owners, and anyone with more complex financial needs. As such, it’s best suited for investors who want the dedicated support of a fiduciary advisor but also appreciate the convenience of modern technology. 

If you’re just starting to invest, have a relatively small portfolio, or simply want a low-cost automated investing solution, you’ll be better off dealing with a robo-advisor or a lower-cost digital wealth management platform.