Farther

Big News: Deloitte’s 2025 Technology Fast 500 has named Farther the #1 fastest-growing fintech in the nation and the #5 fastest-growing tech company overall. In years past, Deloitte’s Fast 500 has recognized technology pioneers like Google, eBay, and Salesforce – and now, Farther joins that list. This milestone reflects our 12,000% growth over the last three years, powered by rising demand for a more intelligent, integrated way to build wealth – through the expertise of our advisors and the strength of our Intelligent Wealth Platform. Thank you to our advisors, clients, and partners for believing in a better model for managing wealth. And thank you to Deloitte for this tremendous recognition. See how our platform is redefining modern wealth management at https://bit.ly/4rrfFt9

Farther is proud to announce Michael Lee, Principal Wealth Advisor and Farther Focus Team Lead, has been honored with a 2025 Rising Star award by InvestmentNews! Michael's dedication to simplifying complex financial decisions, fostering client-centric relationships, and mentoring other advisors is truly inspiring. His personal journey, rooted in helping his mother navigate retirement, shapes his unique approach to financial empowerment. Learn more about his philosophy on mentorship, retirement readiness, and how he demystifies finance for clients from large corporations: https://bit.ly/3X7oQRD #FinancialAdvisor #RetirementPlanning #WealthManagement #Mentorship #ClientCentric #Farther #InvestmentNews #RisingStar

Farther has welcomed Masso Torrence Wealth Management to its growing team of advisors, managing $520 million in assets. With access to Farther’s Intelligent Wealth Platform, the Masso Torrence Wealth Management team will continue to deliver the same high-touch, client-first guidance – now supported by an expanded suite of technology and wealth solutions. “We’re proud to welcome Masso Torrence Wealth Management to Farther,” said Megan Bailey, VP, Head of Growth at Farther. “They embody what it means to be a forward-thinking, client-first advisor, committed to delivering holistic guidance and acting as true wealth quarterbacks for their clients.” Read more here: https://bit.ly/3M7TMi9 #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther

Wealth management firms are competing for adaptable, resilient talent. But many are overlooking one of the strongest pipelines: veterans. Farther co-founder and CTO Bradley Genser, a two-time Iraq War combat veteran, knows firsthand how veterans are uniquely positioned to excel in these high-stakes environments. In a recent conversation with InvestmentNews, Brad shared that veterans bring discipline, strong team leadership, clear decision-making, and comfort with complex systems – all essential qualities to success in the wealth management industry. “Vets are quick to orient themselves and can drive any project towards success with minimal onboarding. Don’t hesitate to staff a veteran – tell them what the mission is and tell them to get moving!” Read the full article here: https://bit.ly/4nXigbd #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther

In its Veteran’s Day coverage, Financial Planning highlighted how military experience shapes successful careers in wealth management – including insights from our co-founder and CTO Bradley Genser, a two-time Iraq War veteran. Brad highlighted the valuable impact veterans make across our team, including his chief of staff, Matt Fox, whose Army service facilitates business growth: “Matt’s been an incredible addition to Team Farther. His transition has further solidified for me how naturally military skills transfer to this industry,” Brad shared. We’re honored to work alongside veterans and grateful to support so many servicemembers and veterans on their financial journeys. Read the article: https://bit.ly/48dP0Z6 #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther

🪳 Cockroaches & CapEx: What’s Driving Markets Higher Amid Credit Concerns Markets rallied in October — the S&P 500 marked six straight months of gains and the Nasdaq its longest winning streak since 2018. Strong earnings, easing U.S.–China tensions, and AI-fueled optimism kept equities climbing. But beneath the surface, cracks appeared. The bankruptcies of First Brands and Tricolor raised questions about the health of private credit markets — or as Jamie Dimon put it, “When you find one cockroach, there are probably more.” Meanwhile, hyperscaler CapEx continues to surge as AI infrastructure spending hits record levels — nearly $80B this quarter, with projections to exceed $100B+ in 2026 for some tech giants. Our latest Market Update explores: 📈 Why strong corporate earnings are keeping valuations elevated 💸 How private credit risks could test investor confidence 🤖 Why AI CapEx could fuel both growth and volatility in 2026 Read the full commentary → https://bit.ly/3WOCZmC #FartherFinance #MarketUpdate #Investing #AI #PrivateCredit #EconomicOutlook

From healthcare professional to entrepreneur! Today, we are sharing a client story featuring “Jill”, who takes an inspiring journey to financial freedom, showing how strategic planning can turn dreams into reality. Learn how she tackled student debt, optimized taxes, and aligned her investments with her purpose to launch her own business. Read the full case study: https://bit.ly/4oSiWj0 #FinancialFreedom #Entrepreneurship #CareerTransition #FinancialPlanning #FartherFinance #GoFarther

Unlock the power of T-Bills for safe and smart cash management! Learn how these short-term debt securities can protect your wealth, boost returns, and offer significant tax advantages. Whether you're managing large cash balances or navigating market volatility, T-Bills are a cornerstone of a robust financial strategy. Learn more in this insightful guide by David Darby: https://bit.ly/4hIrerA #TreasuryBills #CashManagement #InvestmentTips #FinancialPlanning #WealthManagement #FartherFinance #GoFarther

When rates are high and savings yields are strong, where should your dollars work hardest — in a high-yield savings account or toward your mortgage? Our latest Wealth Wisdom explores six mortgage scenarios to help you evaluate liquidity versus debt reduction in today’s environment. See how small shifts in strategy can make a big impact on your wealth! Swipe through the carousel for highlights, then read the full piece here: https://bit.ly/4nAFnZ8 #MortgageStrategy #FinancialPlanning #WealthManagement #FartherFinance #GoFarther #FinancialAdvisor

How can technology supercharge (not replace) the advisor-client relationship? In a new conversation with AdvisorHub CEO Tony Sirianni, Farther Co-Founder and CTO Bradley Genser shares how Farther’s Intelligent Wealth Platform elevates advisors’ ability to focus on exceptional client outcomes, not back office admin. Listen to the full discussion: https://lnkd.in/gnGuRP6u