Harness Wealth
Harness Wealth is a fintech company in New York, United States, founded in 2018. It has raised $15.0M across 3 rounds, most recently a Series B in December 2023.
Tax and wealth advice for startup employees
- Headquarters
- New York
- Employees
- 11–50
- Founded
- 2018
- Business Model
- B2C
- Website
- harness.co
- Total Funding
- $15.0M
- Last Round
- Series BDec 2023
- Rounds
- 3
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 3 funding rounds and 3 investors for this company. The full record is or through the API.
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
It lists 11–50 employees. It has raised $15.0M in total across 3 rounds, most recently a Series B round in Dec 2023. Investors include Jackson Square Ventures, Activant Capital and FJ Labs.
Tech & App Stack
10 technologies & apps tracked
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Funding History
Dec 2023
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Funding: Seed through Series B. Amounts, valuations, and investors where available.
Investors
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