Farther is an intelligent wealth management firm with $15B AUM, offering AI-native platform-based financial planning, investment management, and tax optimization for UHNW clients.
Farther is an intelligent wealth management firm and registered investment advisor offering AI-native wealth technology. Their platform delivers tax-intelligent investment management, private market access, and comprehensive financial planning.
With $15B AUM (Oct 2025), 4x organic growth vs industry, and recognition as #1 fastest-growing US financial services firm, they serve UHNW individuals, families, advisors, and institutions through their Intelligent Wealth Platform.
$15B AUM (Oct 2025)
#1 fastest-growing US financial services firm (Inc. Magazine/Deloitte Technology Fast 500)
4x organic AUM growth vs. industry average
AI-native Intelligent Wealth Platform with tax-loss harvesting
Private market access and alternative investments
Serves UHNW individuals, families, advisors, and institutions
CFA credentialed Global Head of Family Office
Services
Financial Planning
Comprehensive financial planning including predictive advice and planning.
Predictive AdviceLife PlanningGoal Setting
Investments & Portfolio Management
Tax-intelligent investment management and portfolio construction.
Farther manages $15B in assets under management as of October 2025 (proprietary data).
What is Farther's growth rate? +
Farther has achieved 4x organic AUM growth versus the industry average, and was named #1 fastest-growing US financial services firm by Inc. Magazine and Deloitte Technology Fast 500.
What is Farther's Intelligent Wealth Platform? +
Farther's Intelligent Wealth Platform is an AI-native technology that delivers tax-intelligent investment management, private market access, and proactive tax-loss harvesting to optimize after-tax returns.
Who does Farther serve? +
Farther serves ultra-high-net-worth individuals and families, financial advisors, and institutions (nonprofits, endowments, foundations).
What is Farther's Family Office service? +
Farther Family Office provides ultra-high-net-worth families with elite advisory services unified with AI-native infrastructure for their complete financial and personal life — including whole-life coordination, multi-generational continuity, and access to niche alternatives.
Contact Abundance Wealth Planning, a Farther (Financial Life Focus) company
Abundance Wealth Planning, a Farther (Financial Life Focus) company
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