Welcome to Intelligent Wealth
Farther is Intelligent Wealth Management
Natively built to unlock greater wealth throughout your financial life
Natively built to unlock greater wealth throughout your financial life
$15B
Assets Under Management
(Farther proprietary data, Oct 2025)
(Farther proprietary data, Oct 2025)
#1
Fastest-Growing US Financial Services Firm
(Inc. Magazine, Deloitte Technology Fast 500)
(Inc. Magazine, Deloitte Technology Fast 500)
4x
Organic AUM Growth vs. Industry (Farther proprietary data, Oct 2025)
Our Intelligent Wealth Platform optimizes your after-tax returns
When every layer of your portfolio works together, outcomes change. Farther’s Intelligent Wealth platform delivers tax-intelligent solutions, rarefied investment opportunities, and technology-enhanced advice — benefits designed to compound over time to unlock greater wealth.
Based on hypothetical account growth of $1M over 10 years, assumes the enclosed.
See important additional disclosures*
Optimized Core Returns
Our tax-intelligent technology proactively finds opportunities to reduce the impact of taxes on your portfolio, to keep more of your money invested and working for you.
Access To Private Markets
We expand your investable universe with curated access to private market opportunities, helping to drive portfolio diversification and long-term return potential.
Elevated Wealth
Advice
Experienced advisors, powered by intelligent technology, identify new, unbiased investment opportunities and operational efficiencies to better steer your financial roadmap.
Predictive Advice & Planning
Farther is at the forefront of financial innovation, empowering both advisors and clients with cutting-edge proprietary wealth generation technology. This advanced system is designed to efficiently and effectively capture money-making moments across various markets, ensuring that users can seize opportunities as they arise.
By leveraging this technology, Farther not only enhances the decision-making process for financial advisors but also provides clients with the tools they need to maximize their investment potential. The seamless integration of these capabilities allows for a more dynamic approach to wealth management, fostering a collaborative environment where both advisors and clients can thrive.
Access to Advanced Strategies
Farther is at the forefront of financial innovation, empowering both advisors and clients with cutting-edge proprietary wealth generation technology. This advanced system is designed to efficiently and effectively capture money-making moments across various markets, ensuring that users can seize opportunities as they arise.
By leveraging this technology, Farther not only enhances the decision-making process for financial advisors but also provides clients with the tools they need to maximize their investment potential. The seamless integration of these capabilities allows for a more dynamic approach to wealth management, fostering a collaborative environment where both advisors and clients can thrive.
Intelligent Execution
Farther is at the forefront of financial innovation, empowering both advisors and clients with cutting-edge proprietary wealth generation technology. This advanced system is designed to efficiently and effectively capture money-making moments across various markets, ensuring that users can seize opportunities as they arise.
By leveraging this technology, Farther not only enhances the decision-making process for financial advisors but also provides clients with the tools they need to maximize their investment potential. The seamless integration of these capabilities allows for a more dynamic approach to wealth management, fostering a collaborative environment where both advisors and clients can thrive.
Investment Strategy
Preservation
We employ investment vehicles designed to protect and enhance your wealth.
Tailored approach
We develop investment strategies customized to your individual needs.
Portfolio personalization
We construct portfolios that reflect your risk tolerance and time horizon.
Tax efficiency
We focus on minimizing taxes to maximize your investment growth potential.
Investment Strategy
Preservation
We employ investment vehicles designed to protect and enhance your wealth.
Tailored approach
We develop investment strategies customized to your individual needs.
Portfolio personalization
We construct portfolios that reflect your risk tolerance and time horizon.
Tax efficiency
We focus on minimizing taxes to maximize your investment growth potential.
Investment Strategy
Preservation
We employ investment vehicles designed to protect and enhance your wealth.
Tailored approach
We develop investment strategies customized to your individual needs.
Portfolio personalization
We construct portfolios that reflect your risk tolerance and time horizon.
Tax efficiency
We focus on minimizing taxes to maximize your investment growth potential.
BACKED BY
Fueled by technology that keeps you growing
Farther empowers your advisor to optimize your wealth more efficiently and effectively. Our intelligent execution engine takes on daily administration, so your advisor can focus on your wealth-building goals.
TAKE CONTROL
Our wealth technology empowers you and your advisor to capture efficiencies — identifying tax-saving opportunities, enabling advanced portfolio customization, and proactively identifying operational risk.
GROW WEALTH
Our adaptive data technology ensures clean data flows by eliminating the common errors that plague legacy institutions. This helps advisors spend more time on your wealth-building needs, not reconciling incorrect data.
GAIN EFFICIENCY
Our execution intelligence allows for faster, more efficient market operations. It rapidly digests reams of diverse data and documents to deliver actionable insights needed to effectively capture market opportunities.
1
Secure login for your
full financial picture
full financial picture
90%
Of advisor time focused on your wealth building needs — not admin.
~1-3%
Potential after-tax
return improvement
return improvement
Powering a concierge team, focused on your wealth
Intelligent Wealth Technology empowers our experienced advisors and financial specialists to advance your investing goals at every key life moment.
Your all-in-one financial ecosystem
Our Intelligent Wealth Platform is protected by the highest levels of data security and compliance, and built to overcome the pain points of legacy wealth management; empowering advisors to focus on their role as your strategic guide to greater wealth.
Your full wealth picture
in one secure, trusted place
Effortless control
Navigate with ease through a simplified dashboard that empowers you to take command of every financial decision.
Streamlined collaboration
Share specific financial data with your CPA, attorney, and family members — promoting transparent and collaborative wealth management.
Centralized document hub
Store every financial document in one organized, secure, and easily accessible location.
Cash management
Our intelligent system continuously monitors your bank accounts — maintaining your liquidity, while ensuring excess cash is efficiently invested and working to increase your wealth.
Save time and hassle
Find answers and perform financial tasks swiftly with just a few clicks, from anywhere, at any time.
Investments tailored to you
With modular investment options from Farther Asset Management and exclusive partners, you and your advisor can personalize your portfolio for your needs.
Together, we’ll take your wealth farther
Get matched with an advisor whose goal it is to see you win
Assumes the following:
- Initial investment of $1MM.
- Farther’s tax alpha is calculated by adding cash equal to 1% of the previous month’s benchmark (non-tax-aware) portfolio value, while ensuring both tax-loss harvesting (TLH) and benchmark portfolios receive identical contributions.
- Tax rates used are 40.8% for short-term gains (under one year) and 23.8% for long-term gains (over one year).
- Harvested losses generate immediate tax credits that are reinvested.
- The process involves harvesting losses, blocking wash-sale securities, selling overweight positions to restore portfolio balance, purchasing new positions, and repeating the cycle when those new positions later decline in value.
- Calculations assume a 10 year time horizon and 8% average market return.
- 2.55% additional return received from tax-loss-harvesting based on Farther Asset Management research. This assumes there will be portfolio fluctuations including losses within the portfolio (losses can cause the value of the portfolio to be less).
- 0.27% additional return for tax-aware investing in tax-efficient accounts (when available) based on Farther Asset Management research. This also varies based on individual tax rates.
- 0.46% additional return due to inclusion of alternative investments, based on Conversus Stepstone Private Markets research.
- Additional 0.35% for regular rebalancing of the portfolio to achieve the desired allocation, based on Kitces Daily Review: “Finding The Optimal Rebalancing Frequency – Time Horizons Vs Tolerance Bands”.
- The subtraction of a 0.10% portfolio management fee.
- This does not include any transaction costs or advisory fee. A model fee should be used if applicable. The additional fee will cause the portfolio value to be lower.
