
Harness offers personalized tax and financial advice through specialized, vetted advisors11-50 Employees
- B2C
- B2B
- Growth StageExpanding market presence
Harness careers
Harness seeks to make bespoke tax & financial advice accessible to more households and small businesses by curating a community of innovative advisory firms and powering them with a modern practice platform.
We provide a seamless and insightful tax experience alongside a marketplace of supporting services to meet the advisory needs of small business & equity owners.
Our mission is to help our clients build confidence in the path to their best financial future.
We provide a seamless and insightful tax experience alongside a marketplace of supporting services to meet the advisory needs of small business & equity owners.
Our mission is to help our clients build confidence in the path to their best financial future.
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David Snider
Founder @harness-wealth-deleted XiR@ Bain Capital Ventures. Former COO/CFO @Compass, scaled company from pre-revenue to $1.8B valuation
Valuation
$0
Funded over
3 rounds
Latest round
Series A (Mar 2024)
Shelton Capital Management • Denver • $60k – $80k • 2 days ago
Brightidea, Inc. • San Francisco • $150k – $300k • 2 weeks ago
National Financial Partners • Madison • $120k – $160k • 3 weeks ago
Yieldstreet • New York City • $125k – $150k • 3 weeks ago
Raymond James Financial • United States • 1 month ago


