When Taylor Matthews left a well-paying job to start a wealth management firm with no clients, no brand, and no backing, the move raised eyebrows. He and his co-founder weren’t legacy players or seasoned RIAs. They were first-time founders—building a new kind of platform from scratch, right as the world shut down in early 2020.
Matthews didn’t flinch. Instead, he became the first financial advisor on the platform, cold-messaging strangers on LinkedIn and asking them to trust an unproven company with their life savings. There was no playbook, just a conviction: that wealth management could be better—more efficient, more transparent, and more human.
That belief was shaped by a career that zigzagged from investment banking to social enterprise to fintech, where Matthews had helped a 401(k) startup grow from $25 million to nearly $1 billion in assets. Along the way, he’d seen what held advisors back—manual processes, clunky tech, and outdated incentives—and he knew there was a smarter way forward.
With Farther, Matthews set out to design that future. The platform blends modern technology with a personalized experience, giving advisors more time to focus on clients instead of paperwork. Under his leadership, the company has grown to more than $3 billion in assets and attracted backing from top-tier venture capital firms.
But Matthews is still building. Every client, every advisor, and every line of code is part of the same long game: to make wealth management work better—for the people giving advice and the people relying on it. In an industry built on trust, he earned his the hard way. And that’s exactly why it’s working.
