Taylor Matthews

Taylor Matthews is co-founder and chief executive of Farther, a wealth management firm that pairs human financial advisers with technology built to support them, aimed primarily at high-net-worth and ultra-high-net-worth clients [1][2][3]. He founded the company in March 2019, following a career that moved between finance and technology, including an analyst stint at an investment bank, strategy work at a large financial-services firm, and a period leading account management, customer success, and business operations at ForUsAll, a fintech company focused on 401(k) advisory services [4][6][7][14]. Matthews has said that his time working with independent and wirehouse advisers at ForUsAll, where he watched the firm scale from roughly $25 million to nearly $1 billion in assets under advisement, showed him how much of an adviser's time was consumed by operational and administrative burdens rather than client relationships, an observation that became the founding rationale for Farther [14][15]. Before that, he co-founded Essmart, a venture distributing technology products in Southern India, and worked in strategy and operations roles at Deloitte and in business development at AppStori, alongside an earlier internship at Barclays [5][8][9][10][11]. He holds a BA in philosophy from Yale University and an MBA from the MIT Sloan School of Management [12][13].

At Farther, Matthews describes the company's approach as providing a unified technology platform to advisers, many of whom are employed by or affiliated with the firm, so that they can operate more efficiently and offer a broader set of services to clients [15]. He has compared Farther's model to Compass in real estate, in that the firm grows largely by recruiting advisers who bring their existing client relationships onto the platform rather than by acquiring clients directly [15]. He characterizes the platform's design philosophy as consolidating the many disparate "point solutions" advisers typically stitch together into a single integrated system, likening it to "the iOS to the industry's Android" [15]. According to Matthews, transitioning an adviser's practice onto Farther typically takes one to three months, with longer timelines occurring mainly when there is friction from the adviser's prior institution [15]. He has stated that Farther's client base skans across wealth tiers, with ultra-high-net-worth clients generally defined as those with around $25 million or more, high-net-worth clients in the $5 million to $25 million range, and an "affluent" segment below that [15]. He has also said the firm has built infrastructure to support access to alternative assets, including private equity, private credit, and separately managed accounts, arguing that as the number of public companies has declined, exposure to private markets has become increasingly necessary for diversified portfolios [15].

On the subject of artificial intelligence, Matthews has argued that prior waves of technology framed as threats to financial advisers, including discount brokerages, the internet, and robo-advisers, did not produce material fee compression in the advisory industry, and he expects AI to follow a similar pattern by expanding advisers' toolkits rather than displacing them [14]. He has said that clients still generally want a "flesh-and-blood human being" involved in their financial decisions, particularly younger clients who he says seek more advice than prior generations, even as they engage with advisers through different formats such as video calls [14]. Matthews frames Farther's client strategy as addressing three variables: a client's level of wealth, their degree of financial sophistication, and their comfort with technology, arguing that different combinations of these factors call for different service models [14]. He has also said that regulatory frameworks developed for prior innovations, such as the classification of index funds and robo-advisers under existing SEC oversight of registered investment advisers, are likely to extend to AI-driven advice without requiring fundamentally new rules, since the underlying obligation to demonstrate that advice is sound does not change based on the tool used to produce it [14].

Founded

• CFarther

Insights & ideas

Taylor Matthews argues that the core value of Farther lies in freeing financial advisers from the administrative, operational, and tech-stack burdens that distract them from client relationships, allowing them to "show up more wholly" to clients [1]. His go-to-market approach centers on recruiting advisers who bring their existing client books to the platform, with Farther aiming to consolidate fragmented point solutions into a single integrated system, which he likens to being "the iOS to the industry's Android" [1]. He also emphasizes tailoring service across three dimensions: a client's level of wealth, their sophistication and desire for control versus delegation, and their comfort with technology [2].

On AI, Matthews is skeptical that it will displace advisers, drawing parallels to past fears about discount brokers and robo-advisors that never produced material fee compression [2]. He contends that clients, especially younger generations, still want more advice and value a "flesh-and-blood human being," and that advisers are hired for "expertise, judgment, and trust" rather than just technically correct answers, a quality he doubts AI can replicate [2].

Experience

1. Founder

   FartherMar 2019 to Present
2. Co-Founder

   EssmartFeb 2012 to Present
3. Head of Account Management, Customer Success, and Business Operations

   ForUsAllJul 2016 to Mar 2019
4. Business Operations Lead

   ForUsAllJul 2016 to Dec 2016
5. Manager, Strategy and Operations

   DeloitteFeb 2016 to Jul 2016
6. Senior Consultant, Strategy and Operations

   DeloitteFeb 2014 to Feb 2016
7. Summer Associate

   BarclaysJun 2012 to Aug 2012
8. Business Development

   AppStoriJan 2012 to Jun 2012

Education

• MIT Sloan School of Management · MBA2011 - 2013
• Yale University · BA, Philosophy2003 - 2007

Media & appearances

• Farther's Taylor Matthews on AI, Private Equity and the Future of Wealth ManagementAdvisorHub (YouTube) · Jul 1, 2026

  Taylor Matthews, co-founder and CEO of Farther, discusses his background in tech and finance, including work at investment banks, Fidelity, and fintech companies focused on 401k advisory. He explains how AI is affecting wealth management and the advisory industry, arguing that while technology like discount brokers and robo-advisors were once feared to replace advisors, there has been no material fee compression and advisors continue to add value. Matthews describes Farther's approach to serving clients across different dimensions of wealth, sophistication, and technological trust, and shares feedback from advisors using the platform who report business growth.

• Redefining Wealth Management: Farther's Taylor MatthewsYouTube · Jan 12, 2026

  Taylor Matthews, co-founder and CEO of Farther, discusses how the company provides technology to financial advisers to help them work more efficiently and deliver better client experiences. He explains Farther's go-to-market strategy of recruiting advisers to bring their client relationships to the platform, and describes how the platform aims to consolidate multiple point solutions into one integrated system, comparing it to iOS versus Android.

• How This Fintech Startup Taylor Matthews Is Disrupting Wealth Management with AIMerited Wealth

  Taylor Matthews, co-founder of Farther, discusses how the company uses modern technology to reduce operational and administrative burden on financial advisers. He explains that Farther is a vertically integrated wealth management firm that builds its own software to automate tasks like account opening, money movements, trading, and rebalancing, allowing advisers to focus on client relationships. Matthews describes his background in investment banking and fintech, and explains how conversations with financial advisers about their frustrations with outdated industry software led to founding Farther on modern cloud-native technology.

• Growing Tech Fast - The Org3D Podcast - Taylor MatthewsTech AND Sales Talent for Hypergrowth

  Taylor Matthews discusses founding Farther Finance in April 2019 with co-founder Brad, a wealth management platform designed to provide high-touch financial advisory services to people in the asset accumulation phase using technology as the backbone. He explains how the company was born from his experience at Forusall, where managing retirement plans for 25,000 employees revealed a gap in the market between beginner fintech apps and traditional advisors who typically only serve clients with millions in assets.

• How Taylor Matthews Built Farther to Boost Advisor Efficiency by Removing Platform FrictionWealthManagement Informa

  Taylor Matthews, co-founder and CEO of Farther Finance, discusses how he identified fragmented technology stacks as a major pain point for financial advisers. He explains that most RIA firms use disconnected tools (CRM, custodian, analytics, proposal software) that don't integrate well, forcing advisers to spend excessive time switching between platforms. Farther's approach is to build all necessary functionality into a single integrated application rather than requiring advisers to manage multiple siloed systems.

• How Farther’s Custom Tech Fuels Advisor Growth with Taylor Matthews and Brad GenserWealthManagement Informa

  Taylor Matthews, co-founder and CEO of Farther, discusses the company's positioning as a tech-centric wealth management firm and explains how their recent $72 million Series C funding will be used to invest in platform development and infrastructure to increase advisor efficiency and enhance client experience.

• A Conversation with Taylor Matthews - Co-Founder and CEO of FartherThe Tony Sirianni Podcast / AdvisorHub · Jul 1, 2026
• A Conversation with Taylor Matthews - Co-Founder and CEO of FartherThe Tony Sirianni Podcast / AdvisorHub · Jun 5, 2024
• Taylor Matthews Exclusive Interview with Northwest Talent ShowcaseNorthwest Talent Showcase
• Defining Moments – A conversation with Michael Helfgott and Claire MatthewsWinston Taylor

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