Senior Financial Advisor, Farther
Wealth management platform
Open for applications
Wealth management platform
101-200 employees
Open for applications
101-200 employees
Company mission
To create comprehensive wealth management to ensure clients prosperity now, and far into the future.
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Company mission
To create comprehensive wealth management to ensure clients prosperity now, and far into the future.
Our take
The Wealth Management market consists of two different segments, Financial Advisory and Digital Investment. Farther is looking to take clients' wealth “farther” by offering 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.
Founded in 2019, the company has shown impressive year-over-year growth ever since. With newly secured funding, it sets out to onboard more financial advisors, and invest in engineering talent to enhance its offering so it can continue to support clients and advisors alike.
Kirsty
Company Specialist at Welcome to the Jungle
Benefits
- Opportunity to work with a talented team of professionals.
- Drive the success of a venture-backed, rapidly growing firm.
Funding (last 2 of 3 rounds)
Oct 2024
$72m
SERIES C
Oct 2023
$31m
SERIES B
Total funding: $118m
This company has top investors
Leadership
Taylor Matthews
(CEO)An extensive background in financial services, they also Co-founded Essmart. Prior to this, worked as Head of Account Management, Customer Success, and Business Operations at ForUsAll.
Bradley Genser
(CTO)Previously a US Army Officer and VP at Goldman Sachs.
Jobs (3)
Product
Finance, Legal & Compliance