Farther is a New York-based intelligent wealth management firm that combines proprietary technology with expert financial advisor guidance. It operates a wealth platform natively built to empower both advisors and clients with cutting-edge tools, and has been named the #1 fastest growing firm in the industry.

Global bank; legal/SEC HQ San Francisco, CA, with a major East Coast operational hub (301 S College St) in Charlotte, NC, inherited from its 2008 absorption of First Union/Wachovia (both Charlotte-rooted).

San Francisco CA. Nonprofit micro-lending platform. Premal Shah (PayPal PM) was founding president. Enables individuals to lend to entrepreneurs globally. $1.9B+ in loans facilitated.

Financial data network connecting apps to bank accounts. San Francisco CA. NEA + Andreessen Horowitz. Visa attempted acquisition ($5.3B) blocked 2021. Raised $575M Apr 2024 at $6.1B.