The new capital will accelerate growth as Farther’s raised AUM exceeds $23 billion
New York, May 21, 2026–(business telegram)–AheadIntelligent Wealth Management, originally created to unlock more client wealth, today announced it has raised $150 million in Series D funding led by General Atlantic, a leading global investor, with participation from existing investors.
Founded in 2019, Farther’s Intelligent Wealth Platform is designed to overcome the limitations of legacy wealth management, providing advisors an all-in-one ecosystem that helps them optimize client outcomes through dynamic asset location, superior execution, high-quality data, risk management, personalized insights and AI-powered tools. The platform also provides access to private markets and other differentiated investment opportunities. Farther serves a broad client base – from high-income individuals and ultra-high-net-worth families to small businesses and institutions supported by Farther Family Office – providing a modern solution that is tailored to evolving technology, markets and client demands.
With this Series D funding, Farther expects to continue expanding and further innovation its platform capabilities to better support advisors and clients, while leveraging General Atlantic’s global wealth management investment experience and track record of scaling high-growth financial services platforms.
“At Farther, we have built a platform that works for wealth managers who demand better technology, better tools, and a better client experience – and for clients across the wealth spectrum who expect it,” said Taylor Matthews, CEO and co-founder of Farther. “Our partnership with General Atlantic will help us advance our Intelligent Wealth platform, so more advisors can grow their businesses and provide more value to clients.”
“We never aspired to bring incremental improvements to wealth management – so we rebuilt it from the ground up,” said Brad Genser, CTO and co-founder of Farther. “Our platform replaces fragmented, legacy systems with a single, integrated solution that empowers advisors to operate more efficiently and effectively with better outcomes for clients. General Atlantic’s investment allows us to amplify that far-reaching benefit.”
The raise comes amid significant momentum for Farther, now a unicorn. The company has surpassed $23 billion in assets recruited, which includes assets currently under management and additional assets expected from advisors joining in the coming months. In contrast, Farther’s Intelligent Wealth platform is built from the ground up, with AI at its core, empowering advisors with more personalized and efficient wealth-building capabilities.
“The wealth management sector is undergoing a structural shift as advisors look for modern, integrated platforms to better serve clients and grow their businesses. We have followed the Taylor, Bradt & Farther team for several years and have been consistently impressed by their innovation, long-term view and thoughtful approach to reimagining the advisor and client experience,” said Paul Stamas, managing director and global head of financial services at General Atlantic.
Laura Chen, vice president of General Atlantic, added, “Forther is helping growth-minded advisors reduce operational complexity and spend more time serving clients. The company’s momentum reflects the growing demand for platforms that combine sophisticated, AI-native technology with a more intuitive way of working.” “We are excited to partner with Taylor, Brad, and the team as they drive the platform forward.”
About Farther Next is intelligent wealth management. Our Intelligent Wealth Platform is fundamentally built for clients to unlock greater wealth throughout their financial lives. For more information visit: forward.com.
About General Atlantic General Atlantic is a leading global investor with more than four and a half decades of experience providing capital and strategic support to more than 885 companies throughout its history. Founded in 1980, General Atlantic remains a dedicated partner to visionary founders and investors looking to build dynamic businesses and create long-term value. Driven by the conviction that entrepreneurs can be incredible agents of transformational change, the firm combines a collaborative global approach, sector specific expertise, long-term investment horizons and a deep understanding of growth drivers to partner with and scale innovative businesses around the world. The company leverages its patient capital, operational expertise and global platform to support a diverse investment platform spanning growth equity, credit, energy transition and sustainable infrastructure strategies. General Atlantic manages approximately $126 billion in assets under management, combining all strategies, as of December 31, 2025, with more than 900 professionals in 20 countries across five regions. For more information on General Atlantic please visit: www.generalatlantic.com.
* $23B in assets recruited, derived from Farther’s internal data regarding assets dedicated to Farther, including assets under management and assets expected from advisors joining in the coming months. Farther’s threefold increase in admitted assets is based on an increase from $7.8B in admitted assets as of Q1’25 (both infected and expected) to $23B in admitted assets as of Q1’26 (both infected and expected).
The securities described herein have not been registered under the Securities Act of 1933, as amended, or any state securities laws and may not be offered or sold without registration or an applicable exemption. This release is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security.
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