Farther

Farther

Farther was launched in 2019 in San Francisco by Taylor Matthews and Brad Genser, who targeted the breakaway-advisor market with a technology-first wealth management platform. Matthews previously helped build ForUsAll's assets nearly 40-fold in two years, while Genser led an AI team inside Goldman Sachs' Private Wealth division, giving the firm its twin DNA of fintech engineering and elite private-client service. The firm operates as a hybrid RIA, backing the bookkeeping and back-office tasks of its advisor teams with a proprietary software stack that automates tax-loss harvesting, portfolio rebalancing, and account aggregation. Farther's go-to-market blends direct indexing, alternative investments via partners like Conversus StepStone, and cash management — all within a single client dashboard. Its geographic footprint is anchored in three US offices: San Francisco, New York, and Miami, from where it recruits advisor teams accustomed to Goldman Sachs and other wirehouses. Farther formally rolled out a multi-family office division under Ben Seidenstein, a 13-year Goldman Sachs private wealth veteran, marking its push to serve ultra-high-net-worth families directly alongside individual advisors. The platform also appointed Nick Panitsas, who built Fidelity's first SMA and direct-indexing businesses, to oversee its investment strategy. Seidenstein's unit targets entrepreneurs and families requiring more complex, bespoke planning beyond the core RIA's automated services. The firm's technical edge — an in-house tax-optimization algorithm that it publicly models as adding up to 255 basis points of after-tax return over a decade — functions as both an advisor-recruiting tool and a client-retention mechanism. This hybrid of embedded software and high-touch advising from former Goldman teams creates a structure that competes less with retail robo-advisors and more with the traditional wirehouse model.