The Wealth Management market consists of two different segments, Financial Advisory and Digital Investment. Farther is looking to take clients' wealth “farther” by delivering both in its integrated service, alongside offering advisors the tools to earn and accelerate the growth of their books.
Through the platform, users can visualise and control every step of their financial transition, as well as access an advisor with the speciality that they need. Advisors in turn are able to use the same portal to streamline their service and reduce paperwork, so they can spend more time on customer interaction.
So far, Farther has shown impressive year-over-year growth and raised significant amounts of funding. The latest influx will be used to expand its advisor network and enhance its wealth management platform. The company has also announced its surpassed $5 billion in assets under management.
Kirsty
Company Specialist at Welcome to the Jungle
