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The buy vs. build debate continues to rage in the wealth management industry. Many of the biggest wealth managers and RIAs have already created great software and technology that others can buy and integrate into their existing businesses. But Farther actually turned to building their proprietary platforms internally to achieve success in a data-driven way.

Now with $72 million in Series C funding, Farther plans to use this investment to further support advisors and improve their platform.

In this episode of The WealthStack Podcast, Shannon Rosic, WealthStack's director of Content and Solutions, chats with Farther co-founders Taylor Matthews and Brad Genser to discuss:

• The importance of responsive scaling to maintain high quality service for clients and advisors
• The strategies behind their remote-first company model and the benefits it brought during the pandemic
• Why AI is a tool to increase advisor time, not replace their role in building trust with clients
• The importance of clean, unified data for optimizing client outcomes and advisor efficiency

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About our guests:

Taylor Matthews leads Farther's executive team and shapes the core strategy for the firm. Prior to founding Farther, Taylor was a member of the leadership team at ForUsAll, where he helped build the fintech retirement advisory firm from $25 million in assets under management to just under $1 billion in his two years there.

Taylor previously co-founded Essmart, a social enterprise that delivers technology products for development in India, and was an investment banker and management consultant in his early career. He graduated from MIT Sloan with an MBA and Yale with degrees in philosophy and political science.

Brad Genser sets Farther's vision for using technology to deliver an elite wealth experience for customers. Prior to founding Farther, Brad worked at Goldman Sachs in New York – where he founded and led an AI team dedicated to Private Wealth and was an advisor to a team managing over $1 billion in assets for clients.

Brad received an SM in Mechanical Engineering and an MBA from MIT. A graduate of the United States Military Academy at West Point, he is a two-time combat veteran of the Iraq War who was awarded two Bronze Stars.