Harness company logo
Harness offers personalized tax and financial advice through specialized, vetted advisors11-50 Employees
  • B2C
  • B2B
  • Growth Stage
    Expanding market presence
Website
Locations
Company size
11-50 people
Total raised
$36M
Company type
Series A
Markets
Wealth ManagementFin Tech
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Harness careers

Harness offers personalized tax and financial advice through specialized, vetted advisors
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.
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David Snider
Avatar for David Snider
Founder @harness-wealth-deleted XiR@ Bain Capital Ventures. Former COO/CFO @Compass, scaled company from pre-revenue to $1.8B valuation
Total raised

$36M

Funded over

3 rounds

Latest round

Series A (Mar 2024)

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