Company profile: Farther
1.1 - Company Overview
Company description
- Provider of technology-enabled wealth management combining expert advisors with a digital platform for financial planning, asset allocation, and retirement planning. Offers advisor support tools, unified client/advisor portals, investment management across public and alternative strategies, institutional advisory for nonprofits, and custom association plans with reserve studies, backed by major custodians, SIPC coverage, and encrypted data security.
Products and services
- Investment Management: Delivers access to public strategies and alternative investments, SIPC-insured up to $500K per account, with encryption protecting data security across managed portfolios
- Wealth Management Platform: Digital system architected for financial planning, asset allocation, retirement planning, integrating technology to manage wealth holistically and streamline advisory workflow
- Advisor Support and Technology: Integrated tools for client service, operations, and portfolio management that connect with key platforms to deliver comprehensive wealth management capabilities
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Farther
Cordium
HQ: United Kingdom
Website
- Description: Provider of regulatory compliance consulting, software, and accounting and tax services to the asset management and securities industry; the leading global provider with offices in London, New York, Boston, San Francisco, Malta and Hong Kong, employing more than 180 experienced professionals.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Luma Financial Technologies
HQ: United States
Website
- Description: Provider of an independent multi-issue platform offering a customizable order entry system for banks, brokers, and dealers, with tools to select and compare investments and evaluate structured products and annuities, annuity comparison, a hub to design, price, and transact tailored solutions with analytics, centralized lifecycle monitoring with notifications and performance reports, and a learning center for digital education and compliance.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Ayondo
HQ: Germany
Website
- Description: Provider of social trading and investment technologies via a platform that connects users and combines financial markets with community-driven insights. Offers a Social Trading Marketplace with onboarding, interface management, open finance, white/grey label solutions and AI integrations, plus tools including a Visual Sitemap, Market Snapshot, Fear and Greed Index, VIX/VDAX, and a Technical Analysis Tool.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Kroll Bond Rating Agency
HQ: United States
Website
- Description: Provider of transparent, timely credit ratings and research. Delivers accurate, transparent risk assessments for the investment community, including ratings for asset-backed securities (auto, aviation, energy), residential and commercial mortgage-backed securities (prime, non-prime; agency, conduit, single-borrower), corporate bonds, and financial institutions, plus the KBRA Analytics data and analytics platform.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Kroll Bond Rating Agency company profile →
Bourse Direct
HQ: France
Website
- Description: Provider of internet stock brokerage services in France, offering online brokerage via Boursedirect.fr, Capitol.fr, mesactions.com and Absysteme.fr, plus automated execution and back-office services for online transmission and reception of orders. Products include PEA and PEA-PME accounts, PEA Jeunes, Options-Bourse Direct for American and European stocks, a macroeconomic calendar, and investment club services.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Bourse Direct company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Farther
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Farther
2.2 - Growth funds investing in similar companies to Farther
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4 - Top valuation comps for Farther
4.2 - Public trading comparable groups for Farther
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