Farther Tech Stack

Wealth management platform serving advisors and high-net-worth clients

Financial Services New York, NY 201–500 employees Founded 2019 Privately Held

Farther operates a wealth management platform connecting financial advisors with clients for portfolio and financial planning. The tech stack reveals a consumer-grade mobile-first orientation (React Native, Expo, iOS, Android) paired with advisor-facing tools (HubSpot, Greenhouse, Salesforce), suggesting a two-sided marketplace. Active hiring is concentrated in finance and ops roles, not engineering, while projects focus on insurance integration and sales enablement—indicating Farther is scaling distribution and broadening product scope rather than rebuilding core infrastructure.

Tech Stack 42 technologies

Core StackTypeScript Jest Playwright Cypress React Native JavaScript Python RAG HubSpot Greenhouse Slack AppsFlyer Braze Zapier Salesforce Optimizely Vitest Excel Expo iOS Android Synthesia HeyGen Docebo SQL Google Workspace Word PowerPoint Google Analytics 4 Google Search Console+11 more

What Farther Is Building

◆Challenges

Reducing tedious ops and admin work
Acquiring new wealth management relationships
Adoption of insurance tech platforms
Seamless client transition
Improving client experience function
Scaling testing infrastructure
Integrating insurance into wealth management
Scaling insurance desk
Advisor recruitment experience
Process improvements to enhance team efficiency

▲Active Projects

Product feedback loop for farther tools
Client meeting material preparation
Set up reporting infrastructure
Integrate insurance into planning ecosystem
Build national insurance desk
Model implementation for complex scenarios
Business development support
Sales enablement process scaling
Advisor recruitment experience redesign
Automation frameworks for unit, integration, and end-to-end testing

Hiring Activity

Accelerating60 roles · 25 in 30d

Department

Finance

Ops

Engineering

Product

Sales

Legal

Marketing

Seniority

Senior

Mid

Director

Manager

Junior

Staff

Notable leadership hires: Insurance Director

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About Farther

Farther is a wealth management platform founded in 2019 and headquartered in New York. The company operates across 200+ wealth managers and serves over 19,000 clients. The platform combines client-facing wealth planning and portfolio management with back-office tools for financial advisors. Recent product momentum centers on insurance integration and advisor recruitment experience, suggesting expansion beyond traditional asset management into insurance and financial planning workflows.

HeadquartersNew York, NY

Company Size201–500 employees

Founded2019

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Farther use?

Farther's stack combines React Native and Expo for mobile (iOS, Android), TypeScript and JavaScript for web, Jest and Playwright for testing, Python and SQL for backend services, and integrations with HubSpot, Greenhouse, Salesforce, Braze, and Google Analytics.

What is Farther working on?

Current projects include integrating insurance into the wealth management platform, building a national insurance desk, redesigning the advisor recruitment experience, scaling sales enablement, and establishing reporting infrastructure for client and advisor workflows.