Startup profile · funding coverage
Farther funding, valuation and investors
Technology-native wealth management platform for RIAs and high-net-worth clients.
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Funding, valuation & investors
Answer-first snapshotLatest funding
Series D
$150M · May 2026
Latest known valuation
Not publicly disclosed
Total disclosed equity funding
$150M
Excludes debt, grants, acquisitions, secondaries, and IPO proceeds.
Current status
private
growth · New York, New York
Overview
Farther builds intelligent wealth management technology for advisors and clients — digital-first reporting, transparent fees, and AI-compressed research and planning workflows. The New York company raised $150M Series D in May 2026 per industry coverage. The thesis: legacy RIA and custodian stacks built for paper statements cannot match software-native advisory experiences high-net-worth clients expect.
Why Farther is interesting
Farther's $150M Series D (May 2026) signals growth investors still fund vertical fintech with compliance muscle — not just consumer neobanks. The operating system of advice is rebuilding around software.
Product & use cases
Wealth management platform combining advisory workflows, client reporting, and technology-native operations for RIAs and wealth teams.
- RIAs modernizing client reporting and planning workflows
- High-net-worth clients expecting digital-first advisory
- Wealth firms consolidating ops on software-native stack
Key facts
- Series D (May 2026): $150M per VC News Daily
- NYC wealth-tech growth round
- Technology-native advisory vs. legacy RIA stacks
Funding history (newest first)
Series D
2026-05 $150MSource: https://vcnewsdaily.com/
Competitive landscape
Edge: Full-stack wealth tech vs. point tools — compliance and trust as product with NYC fintech distribution context.
Wealth tech competes with custodian incumbents and RIA enablement startups. Farther's Series D implies retention and unit economics passed growth-stage tests; next fight is distribution depth.
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Betterment adjacent
Robo-advisor; Farther targets fuller RIA stack.
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Altruist direct
RIA enablement platform; overlapping modern custodian wedge.
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Schwab Advisor Services incumbent
Legacy custodian ecosystem; slower software iteration.
Notable stories
- $150M Series D signals growth equity confidence in wealth-tech unit economics.
- NYC remains center of gravity for asset management and RIA fintech.
Industries
Related funding articles
Venture Capital Tracker pieces that cover Farther's financing or category context.
FAQs about Farther
Practical answers founders, operators, and investors typically search for.
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