The buy versus build debate continues to rage on in the wealth management industry. Many of the largest wealth managers and RIAs have already created great software and technology that others can purchase and fold into their existing businesses. But Farther actually turned to creating their own in-house proprietary platforms 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 enhance their platform. 

Shannon, Taylor, and Brad discuss:

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

Connect with Shannon Rosic:

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• Shannon Rosic
  
• WealthStack website
  
• WealthManagement.com
  

Connect with Taylor Matthews and Brad Genser:

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• Farther
  
• LinkedIn: Taylor Matthews
  
• LinkedIn: Brad Genser
  

About Our Guests:

Taylor Matthews leads Farther’s executive team and shapes the overarching 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 distributing tech-for-development products 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 clients. 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 on a team that managed over $1 billion in assets for clients.

Brad received both 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 Iraq war combat veteran who was awarded two bronze stars.