Farther

Farther launched in 2021 and positions itself as a "modern wealth management" firm — not a pure robo-advisor, but not a traditional RIA either. The model combines a dedicated human CFP with a proprietary digital platform for portfolio management, financial planning, and tax optimization. Unlike conventional robo-advisors such as Betterment or Wealthfront, Farther's core value proposition is advisor access: every client is assigned a licensed wealth manager, supported by Farther's technology stack rather than replaced by it.

The firm is headquartered in New York and operates as a registered investment advisor (RIA) with the SEC. Farther has raised over $100 million in venture funding and has grown rapidly among tech professionals, dual-income households, and entrepreneurs who have accumulated meaningful assets but find traditional private banking minimums prohibitive or traditional advisory fees hard to justify. The platform covers investment management, retirement planning, tax-loss harvesting, estate planning coordination, and equity compensation guidance — a notably broad scope for its fee tier.