Harness Wealth

Tax and wealth advice for startup employees

New York · Founded 2018 · $15.0M raised

Headquarters
New York
Employees
11–50
Founded
2018
Business Model
B2C
Website
harness.co
Total Funding
$15.0M
Last Round
$15.0M Series BDec 2023
Rounds
3

About

Harness Wealth is a financial planning and wealth management platform that connects startup employees and entrepreneurs with vetted tax, financial, and estate planning advisors. The platform is designed to serve clients with complex financial situations — particularly those with company equity, stock options, crypto holdings, or small business ownership. Harness uses technology to match clients with specialized advisors and provides a holistic view of their financial strategy across tax planning, investment management, and estate planning. The company also offers an employer-facing product, Harness for Employers, which provides financial wellness benefits to tech company employees.

Summary

Harness Wealth is a Fintech company based in New York, founded in 2018. It has raised $15.0M in total across 3 rounds, most recently a $15.0M Series B round in Dec 2023. Investors include Jackson Square Ventures, Activant Capital and FJ Labs.

Tech & App Stack

7 technologies & apps tracked

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Funding History

Series BSeries BDec 2023

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Investors

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