# Farther

Farther is an Asset Manager based in San Francisco, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed — website references $2.3B in 'platform assets' but the nature of this figure (AUA vs. AUM) is not standardized; Altss estimates advisory AUM in the $5M-$100M range (Altss estimate).
- **Website:** www.farther.com
- **LinkedIn:** https://www.linkedin.com/company/farther

## Regulatory record

- **CRD number:** 302050
- **SEC file number:** 801-116721
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/302050

## About

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.

## Sectors

- WealthTech
- FinTech

## Offices

- New York, NY
- Miami, FL

## People

- Taylor Matthews — Co-Founder & CEO
- Brad Genser — Co-Founder & CTO
- Ben Seidenstein — Global Head of Farther Family Office
- Nick Panitsas — Head of Investment Strategy & Platform

## Questions

### Is the $2.3B figure cited on Farther's website an official AUM disclosure?

Farther markets '$2.3B' on its homepage as a platform asset figure, but does not define whether it represents regulatory AUM, assets under advisement, or brokerage assets. The firm has not publicly filed a Form ADV that independently confirms a specific AUM total. Without a clear, externally verifiable disclosure, the figure cannot be treated as regulatory AUM.

### How does Farther source and compete for advisor teams?

Farther positions itself as a technology-forward alternative to wirehouses, explicitly targeting breakaway advisors from firms like Goldman Sachs and Fidelity. It recruits by offering an in-house tax-optimization engine, operational support, and a shared equity model, appealing to teams that want to retain private-wealth economics without building their own backend infrastructure.

### What investment strategies does Farther offer directly to end-clients?

Farther provides a mix of direct indexing, tax-loss harvesting, tactical rebalancing, and alternative-investment access through its proprietary platform and its asset management arm. Its public performance modeling anchors on adding after-tax returns through automated tax-alpha capture, customized direct-indexing allocations, and cash-management sweeps.

## Related profiles

- [Willow Capital Partners](https://altss.com/profile/willow-capital-partners)
- [EFE & ENE](https://altss.com/profile/efe-and-ene)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/farther

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology