Farther
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Investors
About
Farther is a New York-based AI-enabled wealth management firm and registered investment advisor (RIA) with a proprietary Intelligent Wealth Platform, founded in 2019; the company has grown to $23B+ in recruited assets 123. The $150M Series D announced May 20, 2026 was led by General Atlantic with participation from CapitalG, Bessemer Venture Partners, Cota Capital, and MassMutual Ventures; the round granted Farther unicorn status with its first-time billion-dollar valuation 123.
Funding History
| Date | Round | Amount | Lead | Co-investors |
|---|---|---|---|---|
| 2024-10-10 | Series C | $72M | CapitalG, Viewpoint Ventures (co-leads) | Bessemer Venture Partners, Context Ventures, Cota Capital, Khosla Ventures, Lightspeed Venture Partners, MassMutual Ventures, Moneta Venture Capital 456 |
| 2026-05-20 | Series D | $150M | General Atlantic | CapitalG, Bessemer Venture Partners, Cota Capital, MassMutual Ventures 123 |
What Investors Say
No independently sourced investor quotes found at this time.
What Founders Say
No independently sourced founder quotes found at this time.
Sources
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Wealth Management, “Farther Raises $150M in Series D Led by General Atlantic,” May 2026. Accessed May 2026. https://www.wealthmanagement.com/ria-news/tech-forward-ria-farther-raises-150m-in-series-d-led-by-general-atlantic↩↩↩
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Yahoo Finance, “Farther Raises $150 Million Series D Led by General Atlantic to Scale Intelligent Wealth Management,” May 2026. Accessed May 2026. https://finance.yahoo.com/markets/stocks/articles/farther-raises-150-million-series-110000444.html↩↩↩
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FinTech Global, “Farther raises $150m Series D led by General Atlantic,” May 21, 2026. Accessed May 2026. https://fintech.global/2026/05/21/farther-raises-150m-series-d-led-by-general-atlantic/↩↩↩
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PR Newswire, “Farther Secures $72 Million Series C from CapitalG and Viewpoint Ventures to Continue Revolutionizing Wealth Management,” October 10, 2024. Accessed July 2026. https://www.prnewswire.com/news-releases/farther-secures-72-million-series-c-from-capitalg-and-viewpoint-ventures-to-continue-revolutionizing-wealth-management-302273094.html — Primary press release: $72M Series C on October 10, 2024 co-led by CapitalG and Viewpoint Ventures at $542M post-money valuation; existing investors Bessemer, Context Ventures, Cota Capital, Khosla Ventures, Lightspeed, MassMutual Ventures, and Moneta Venture Capital participated. ↩
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Pulse 2.0, “Farther: Financial Advisory Firm Raises $72 Million (Series C) At $542 Million Valuation,” October 2024. Accessed July 2026. https://pulse2.com/farther-financial-advisory-firm-raises-72-million-series-c-at-542-million-valuation/ — Independent trade-press confirmation of $72M Series C co-led by CapitalG and Viewpoint Ventures at $542M valuation. ↩
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Farther, “Farther Secures $72 Million Series C from CapitalG and Viewpoint Ventures to Continue Revolutionizing Wealth Management,” October 10, 2024. Accessed July 2026. https://www.farther.com/post/farther-secures-72-million-series-c-from-capitalg-and-viewpoint-ventures-to-continue-revolutionizing-wealth-management — Company’s own announcement confirming the October 10, 2024 Series C at $542M post-money and over $118M raised to date. ↩