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Farther closes Series B founding round to gain $131M valuation

Wealthtech firm is also closing in on $1B AUM thanks to fast growth in 2023.

Taylor matthewsBrad genserJustin overdorffLightspeed venture partnersBessemer venture partnersCota capitalKhosla venturesMassmutual venturesMoneta venture

Farther co-founder Genser says tech can push RIAs past complacency

Brad Genser, who wanted to work in financial services, co-founded Farther, a digital RIA that is approaching $1 billion in AUM.

United kingdomBrad genserTaylor matthewsGoldman sachsCambridge associatesUs armyMassachusetts institute of technologyMaster of business administrationData centerBusiness administrationMassachusetts institute

Financial advisory firm Farther and the vanilla RIA landscape

Armed with a digital native model, proprietary technology and some recently secured instructional knowledge, the San Francisco firm is looking to shake things out.

Toyota corollaBrad genserKen fisherTaylor matthewsDeglin kenealyGoldman sachsKen fisher ledFisher investmentsSan francisco basedFinancial planningBessemer venture partnersKhosla venturesMassmutual venturesStepstone private wealthWealth managementPractice and client management

Cota Capital Kicks Off Cota Connect Summit in San Francisco

/PRNewswire/ Cota Capital, a technology investment firm, kicked off its second-annual Cota Connect summit today in San Francisco. The event brings together.

University of southern californiaUnited statesSan franciscoLawrence gantiSamad wahediEmmanuel quevyTatiana toroKooshiar azimianPeter dixonNarges baniasadiBhaskar gortiCarol foltGarrett larssonTodd clydeJanis naeveBabak poushanchi

Delivered: No More Postpartum Silence

When it comes to addressing the mental health concerns of new parents, the most common response is silence.

Darren jonesJanna wallaceNick knittelTaylor matthewsKyesha jenningsShannon purdy jonesKate gardnerAmanda magnusPriyanka raoAdriane nievesAnita raoMack trucks incAdriane nievesScuppernong booksMack trucks

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