Farther Adds Pleasant Street Wealth Advisors to Growing Roster of Wealth Advisors, Adding $150 Million in Assets to the Nation's Leading Technology-Centric Wealth Management Firm

NEW YORK – Today, Farther proudly welcomes the transition of Pleasant Street Wealth Advisors, a boutique firm based in New York, to its roster of wealth advisors. Pleasant Street’s move to Farther will transition $150 million in assets under management (AUM) to Farther, equipping their talented team of advisors with Farther’s industry-leading wealth platform to drive growth and elevate client experiences. 

Now part of Farther, Pleasant Street’s clients will enjoy a modern platform offering a comprehensive view of their finances and assets in one place. Farther’s integrated portal provides real-time asset visibility, access to alternative investments, and automated financial planning tools, among other features. Clients can easily connect with their wealth advisors, CPAs, estate attorneys, and brokers – and access a wide range of customizable investment options to meet their unique wealth management goals.

“We’re proud to welcome the esteemed Pleasant Street Wealth Advisors team to Farther, adding to our deep bench of elite wealth advisors utilizing Farther’s approach and technology to achieve even greater results for their clients,” said Taylor Matthews, Co-Founder and CEO of Farther. “The wealth management industry has long struggled with outdated and fragmented technology. Farther has set out to improve this by providing advisors, like the Pleasant Street team, with modern financial technology to deliver greater returns for their clients.”

Farther's all-in-one platform eliminates the inefficiencies of outdated and fragmented financial technology – all too common in today’s marketplace – by removing operational hurdles and empowering advisors with actionable insights, allowing them to better focus on building relationships and delivering exceptional value. From streamlined onboarding and automated money movement to sophisticated portfolio management and tax optimization tools, Farther advisors are able to grow their clients' assets more strategically and effectively.

"Pleasant Street Wealth Advisors is thrilled to join Farther, expanding our service offerings and delivering enhanced value to our clients," said Taylor Nissi, Partner at Pleasant Street Wealth Advisors. "Since 2018, we've specialized in providing tailored financial solutions for high-achieving professionals and business owners. With Farther's innovative approach to wealth management, we're eager to elevate our service delivery and offer even more comprehensive solutions."

Financial advisors who join Farther benefit from powerful lead generation services that help grow their business. Farther’s platform allows advisors to dedicate 90% of their time to client interactions and prospecting, compared to just 33% at traditional firms. This efficiency results in a threefold increase in their book of business, enabling them to build a larger client base more quickly and earn better compensation.

The addition of the Pleasant Street Wealth Advisors team to Farther comes on the heels of Farther’s inclusion in the 2024 Fintech Innovation 50 – an annual list celebrating the most promising fintech companies revolutionizing their respective industries – as well as ranking in Inc. Best Workplaces of 2024. These recognitions underscore the firm’s commitment to innovation and excellence in financial technology, all while providing unmatched client and advisor experiences. The partnership also builds on the incredible momentum Farther has created in 2024 so far, as the firm recently announced assets under management (AUM) exceeding $3 billion.

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‍About Farther

Farther, is the nation's leading technology-centric wealth management firm – combining expert advisors with cutting-edge technology to deliver an efficient, comprehensive, and elite client experience. Founded in 2019 and backed by top-tier venture capital firms, Farther caters to high-net-worth professionals who need a more holistic approach to managing their money.

‍About Pleasant Street Wealth Advisors 

Pleasant Street Wealth Advisors is a boutique wealth management firm founded in 2018. The team at Pleasant Street is on a mission to help more people have clarity, peace of mind, and confidence in their financial lives. With a commitment to personalized service and exceptional client care, the firm provides a wide range of wealth management and virtual family office solutions tailored to meet each client's unique needs.

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Media Contact

farther@marathonstrategies.com

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