Overview
Brad Genser is Co-Founder and CTO at Farther[1], a financial institution combining expert advisors and technology to deliver personalized client experiences[3]. Genser leads the New York office[2]. Prior to founding Farther in June 2019[4], Genser served as Vice President at Goldman Sachs from July 2014 to June 2019[5], where Genser led an AI team for Private Wealth. Genser's background includes service as a US Army Officer from May 2007 to July 2012[6]. Genser holds a B.S. in Mechanical Engineering from the United States Military Academy at West Point[9] and earned both an M.B.A. and an S.M. in Mechanical Engineering from the Massachusetts Institute of Technology between 2012 and 2014[7][8].
Profile introduction
Founder of Farther - a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience.
Career history
- Founder & CTOJun 2019 to PresentFarther
- Vice PresidentJul 2014 to Jun 2019Goldman Sachs
- US Army OfficerMay 2007 to Jul 2012US Army
Education
Master of Business Administration (M.B.A.)2012 - 2014Massachusetts Institute of Technology
- B.S., Mechanical Engineering2003 - 2007United States Military Academyat West Point
Insights & ideas
The through-line
Across the available material, Brad Genser's public commentary centers on a consistent premise: that wealth management technology should be built to serve advisors and clients together, not one at the expense of the other, and that Farther exists as a test of that premise. The recurring frame is the "digital family office" that pairs expert advisors with intelligent technology to manage a client's entire financial life in one place [2][4], with later commentary extending this into arguments about why advisors are choosing to move firms and how technology, not just headcount, drives growth [1][5][6].
On buy versus build in wealth technology
Genser has weighed in on the long-running buy-versus-build debate in wealth management, noting that many of the largest wealth managers and RIAs have already built substantial software and technology that others can purchase and integrate into their own businesses [1]. His discussion of Farther's custom technology as a driver of advisor growth positions the firm's choice to build in-house as central to how it differentiates itself in that debate [1].
On the digital family office model
Genser describes Farther as the first digital family office, a model built around pairing expert advisors with intelligent technology to manage a client's entire financial life in one place [2][4]. This framing recurs later in discussions of Farther as a fintech company redefining wealth management by combining cutting-edge technology with expert financial advisors [6], suggesting a consistent view that the technology and the human advisor are not competing approaches but a single integrated offering.
On advisor movement and client returns
More recent commentary from Genser addresses why advisors are leaving established firms for others, framed as advisors "voting with their feet," alongside discussion of creating exceptional returns for clients and the growing role of technology in the industry [5].
Takeaways
- Genser frames the buy-versus-build choice in wealth tech as a live industry debate, and points to Farther's custom-built technology as its answer, tying that technology directly to advisor growth [1].
- He positions Farther as a "digital family office" whose core idea is pairing expert human advisors with intelligent technology to manage a client's whole financial life in one place [2][4].
- He describes Farther as combining cutting-edge technology with expert financial advisors as its model for redefining wealth management [6].
- He discusses advisor attrition from incumbent firms as advisors "voting with their feet," linking that movement to the pursuit of better client returns and to technology's growing role in the industry [5].
Media & appearances
- The Tony Sirianni PodcastApple PodcastsA Conversation with Brad Genser — Co-Founder and CTO of FartherThis week, AdvisorHub’s CEO, Tony Sirianni talks with Brad Genser — Co-Founder and CTO of Farther. The two discuss how advisors are voting with their feet, creating exceptional returns for clients, the emergence of technology within the industry, ma
- The Tech Trailblazers Startup PodcastApple PodcastsPodcast Summary: Founders on Fire with Brad Genser, Co-Founder of FartherIn this episode of Founders on Fire, host Rose Ross sits down with Brad Genser, co-founder of Farther, the fintech trailblazer of 2024. Farther is redefining wealth management by combining cutting-edge technology with expert financial advisors to create
- The WealthStack PodcastApple PodcastsHow Farther’s Custom Tech Fuels Advisor Growth with Taylor Matthews and Brad GenserThe buy versus build debate continues to rage on in the wealth management industry. Many of the largest wealth managers and RIAs have already created great software and technology that others can purchase and fold into their existing businesses.
- WealthTech TodayApple PodcastsEp. 182: A Hungry and Humble RIA with Brad Genser, FartherThe post Ep. 182: A Hungry and Humble RIA with Brad Genser, Farther appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 182 of the WealthTech Today podcast. I’m your host, Craig Iskowitz,
- WPAOG PodcastApple PodcastsEP39 Leading From the Front with Brad Genser, Founder and CTO at FartherThis episode features a conversation with Brad Genser, Founder and CTO at Farther, the first digital family office that pairs expert advisors with intelligent technology to manage your entire financial life in one place. At Farther, Brad provides the vi
- On PointApple PodcastsLeading From the Front with Brad Genser, Founder and CTO at FartherThis episode features a conversation with Brad Genser, Founder and CTO at Farther, the first digital family office that pairs expert advisors with intelligent technology to manage your entire financial life in one place. In this episode, Brad discusses
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