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: Read source · 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
Market / IPO context
Editorial / static context — not a live quote.
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.
Last updated:
Editorial note: AI tools assisted with research, structure, or drafting. Venture Capital Tracker retains human editorial responsibility for factual accuracy, relevance, and source quality before publication.