Close this search box.

Farther – Next-Generation Wealth Management

by Bobby Yazdani,  Founder &  Partner


Millennials stand to inherit 25 trillion dollars over the next 10 years, while still in their peak earning years. 

Taylor Matthews, Founder & CEO of Farther, discusses how these generational shifts require a modern approach to wealth management and how Farther is achieving this.

Matthews goes on to discuss why Farther’s platform (vs. legacy systems from the 70s) was built from the ground up to address today’s complex financial environment, including changes in compensation (startup equity vs. traditional salary) and socially conscious investing.



Cota Capital’s “Founders in 15” series offers insightful conversations with founders across Modern Infrastructure, Workflow Automation, FinTech, and HealthTech. 

Bobby Yazdani is co-founder and partner of Cota Capital, a technology investment firm that partners with exceptional teams to build and grow timeless companies enabling the future.