COMPANY PROFILE

Farther

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Technology-enabled wealth manager offering financial planning and investment advisory services

San Francisco, United StatesFounded 2019Fintech

Valuation $1–2.5B Last recorded · 2026

Revenue $10–50M Latest reported FY

Headcount 500–1k Current team size

Total funding $100–500M Disclosed equity funding

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About Farther

Farther.com is a financial technology startup that offers personalized wealth management services. The company operates in the financial services market, specifically in the wealth management sector. It serves clients who are looking to grow their wealth for future generations.

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The business model of Farther.com revolves around providing personalized financial advice and wealth management services. The company leverages advanced technology and data-driven strategies to offer proactive and comprehensive financial support. The company's experienced advisors guide clients in making informed financial decisions, with their incentives aligned with those of the clients, ensuring unbiased advice.

Farther.com's proprietary platform is equipped with smart features that allow advisors to focus more on client needs. The platform also provides access to a wide selection of public strategies and alternative investments, maximizing the potential of each dollar invested.

The company's advisors are supported by a team of experts, including financial planners, estate attorneys, CPAs, insurance specialists, and more. This comprehensive approach ensures that clients receive well-rounded financial advice and wealth management services.

Farther.com generates revenue by charging clients for the wealth management services it provides. The company's focus on personalized guidance, backed by proactive technology, sets it apart in the financial planning industry.

Source: Dealroom company data

At a glance

Status: Operational
Founded: 2019
Headquarters: San Francisco, United States
Employees: 628
Open positions: 23
Dealroom signal: 94.5/100
Industry: Fintech
Sub-industry: Wealth Management
Sector: Fintech, Wealth Management, Asset Management, Portfolio Customisation, Alternative Investments, Financial Advisory, Verified Unicorns and $1B Exits, Financial Advisor Tools, Portfolio Management, Legal, Tax and Accounting
Business model: Marketplace & ecommerce
Client focus: b2b, b2c
Investment activity: 1 company, latest Dec 2025
Capital deployed: —
Preferred round: POST IPO EQUITY
Links: Website LinkedIn X

Knowledge graph

News, research, reports and resources connected to this company by Dealroom

Funding history

5 recorded events

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
SERIES DOther financing	May 2026	$150M	$1B	MassMutual Ventures · Cota Capital · Bessemer Venture Partners · CapitalG	↗
SERIES COther financing	Oct 2024	$72M	$542M	CapitalG · Viewpoint Ventures	↗

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Financials

Revenue over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

Year	Revenue	Growth
2026
2025
2024
2023
2022
2021		—

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Growth signals

Farther website traffic

Latest recorded traffic for Farther is 58K monthly website visits, up 18.4% over the last three months. Farther's team grew 18.3% over the past year.

Latest monthly visits58K 3-month web change+18.4% 1-year team growth+18.3%

Monthly website visitsAug 2024–Jul 2026

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Open positions

Openings linked to this company in Dealroom

Client Transitions AssociateDallas, TX · CSM & Support · Sep 5, 2026 Accounting Associate Hybrid - Irving, TXIrving, Texas, United States, Northern America, Americas · Accounting · Aug 26, 2026 Client Experience Associate, Advisor Dedicated New Hybrid - Irving, TXIrving, Texas, United States, Northern America, Americas · CSM & Support · Aug 20, 2026 Senior Manager, Data Engineering New Hybrid - New York, NYNew York, New York, United States, Northern America, Americas · Data Science & Engineering · Aug 6, 2026 Director, Investment Solutions New Hybrid - New YorkNew York, New York, United States, Northern America, Americas · Finance · Aug 6, 2026 Senior Manager, Data EngineeringNew York, NY · Data Science & Engineering · Aug 5, 2026 Senior Mobile EngineerNew York, NY · Frontend Development · Jul 31, 2026 Senior Software Engineer, Test InfrastructureNew York, NY · Backend Development · Jul 31, 2026

8 distinct openings shownExplore hiring signals →

Similar companies

Closest operating peers by Dealroom taxonomy

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WEWealthfrontSoftware-based financial advisory and investment management provider	Palo Alto, United States	Operational
INIntegrafinWealth management platforms for UK financial planning professionals	London, United Kingdom	Operational
FIFinciteEngineering the Future of Finance	Frankfurt, Germany	Operational