Harness Wealth
Tax and wealth advice for startup employees
New York, United States · 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, United States, 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
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Funding History
Dec 2023
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Seed through Series B — per-round amounts, valuations, and who invested in each round.
Investors
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