Farther

From a bold idea to one of the fastest-growing companies in the country: Farther has been ranked the #1 Fastest-Growing Financial Services Firm in America – and #8 Fastest-Growing Private Company Overall – on the 2025 Inc. Magazine 5000 list, with ~12,000% revenue growth achieved in just 3 years. This recognition is proof that when you combine cutting-edge technology with the best advisors in the industry, you can build the future of wealth management. Through our Intelligent Wealth Platform, we look forward to continuing to deliver more time, more money, and greater confidence to our advisors and clients. Read more on The Farther Outlook: https://bit.ly/3Hbg9S1. See the full list here: https://bit.ly/3JctRoj. #gofarther #Inc5000 #wealthmanagement #wealthtech #teamfarther

Choosing between a brokerage account and an IRA isn’t just about asset allocation, but also asset location. In this U.S. News & World Report article, Dr. Daniel R. Gilham, CFP®, CEPA®, Managing Director of Advisor Strategy at Farther, shares a real example: by strategically moving fixed-income positions and mutual funds into IRAs and reallocating a family’s taxable portfolio into municipal bonds, ETFs, and single stocks, Farther helped reduce their taxable income by 79%. It’s a powerful reminder that the right account mix can make a meaningful difference. Want to learn more? Read the full article here: https://bit.ly/4nB27Z8 #gofarther #wealthmanagement #financialadvisor #wealthtech #teamfarther

CEO and Co-Founder Taylor Matthews has championed a clear vision for Farther from the start: building a firm where cutting-edge technology empowers advisors to focus on what matters most — helping clients grow and manage their wealth. For Stifel Bank's Builders & Buyers, Taylor shares how Farther is reshaping the future of wealth management. By automating backend tasks – such as daily rebalancing and paperwork – Farther’s platform frees advisors to deliver a modern, seamless wealth experience while preserving the trust, judgment, and human connection clients value most. Read the full feature here: https://bit.ly/4n7Yc6m. #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther

$3 trillion. That’s how much global data center investments for AI are expected to reach by 2028. But with half of that potentially debt-financed, institutional portfolios face both opportunity and risk. At Farther Institutional, we help investors participate in the AI revolution while managing volatility through fixed income strategies. Learn more at https://bit.ly/48jriLq.

For newer investors, the difference between a financial advisor, planner, wealth manager, and robo-advisor isn’t always clear. Taylor Matthews, Farther CEO & Co-Founder, broke down the key differences for The Wall Street Journal's Buyside – see the links in the comments below. At Farther, we believe the most holistic advice comes from experienced advisors, powered by our best-in-class technology. Ready to take the next step? Connect with a Farther advisor today. #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther

Farther CTO and Co-Founder Bradley Genser joined WealthManagement.com's CTO panel to discuss how Farther’s AI-powered Intelligent Wealth platform fortifies data security, facilitates advisor feedback, and continues to push the boundaries of what fintech tools can accomplish. Many thanks to WealthManagement.com, moderator Tim Welsh, CFP, and Brad’s co-panelists Dan Burke, CFA and Noel Stave for the insightful conversation about the ever-evolving state of technology in wealth management. #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther

September 2025 is shaping up to be a pivotal month for global capital markets. Our latest commentary delves into why the conventional wisdom about dollar weakness might be misdirected, and how structural factors are setting the stage for a potential dollar rally. Key takeaways from our analysis: - The Federal Reserve's September rate cut, rather than weakening the dollar, could paradoxically strengthen it by affirming policy credibility. - US dominance in AI investment is creating sustained capital inflows, generating structural demand for the dollar. - Mixed economic indicators and a softer labor market are setting the stage for crucial decisions that will impact portfolios through year-end and beyond. This isn't just about currency; it's about understanding the underlying currents shaping investment opportunities. Are you positioning your portfolio for a potential dollar strength resurgence? Read the full market commentary for a comprehensive breakdown of these drivers and our strategic framework for navigating the months ahead. #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther

Farther welcomes veteran wealth advisor David LeMond, managing $140 million in client assets. With Farther’s Intelligent Wealth Platform, David will continue delivering comprehensive, tailored financial guidance to his clients, providing them with a collaborative space to track progress, explore investment opportunities, and make informed decisions for their wealth. “At Farther, we’re building the most advisor-centric RIA in wealth management, empowering them with the tools and resources they need to deliver exceptional service to their clients,” said Farther CEO and Co-Founder Taylor Matthews. “We’re thrilled to welcome David LeMond to the Farther team and provide him and his clients with our Intelligent Wealth Platform.” Read here: https://bit.ly/3VcsJUk #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther

The largest generational wealth transfer in history is underway – and client expectations for technology are quickly evolving. At Farther, Managing Director of Advisor Strategy Dr. Daniel R. Gilham, CFP®, CEPA® works with advisors to meet this moment, equipping them with intelligent technology and world-class tools to deliver truly comprehensive, objective guidance – without sacrificing time with clients. That’s why Daniel has been named as one of the Jacksonville Business Journal's People to Know this year. Read more: https://bit.ly/4ph3bDj #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther

Nonprofit fundraising is changing – Are you ready? Every donor is looking to maximize their impact. From stocks and crypto to Donor-Advised Funds (DAFs), non-cash gifts offer an important opportunity to  multiply impact and strengthen donor relationships. This webinar is designed for nonprofit leaders, board members, and fundraising staff who are looking to unlock transformational gifts and deepen donor engagement. Join Farther's Director of Institutional, Aaron Sheklin, and Franceska Rolda, MSW, Partnerships Manager at Every.org for practical strategies to modernize your fundraising toolkit and inspire greater giving. 📅 Tues, Sept. 16 🕑 12 pm (EDT) 📍 Zoom Webinar 🔗 Secure your spot and begin unlocking transformational gifts today. https://lnkd.in/gmrnxXXV #gofarther #fartherinstitutional #nonprofitfundraising #wealthtech #financialadvisor #teamfarther