About Harness Wealth
Harness Wealth is a company based in New York (United States) founded in 2018 by David Snider. Harness Wealth has raised $35.95 million across 3 funding rounds from investors including Northwestern Mutual, Bain Capital and FJ Labs. Harness Wealth offers products and services including Advisory Services, Harness Tools, and Advisor Marketplace. Harness Wealth operates in a competitive market with competitors including The Tifin Group, Ascensus, Learnvest, Farther and Pocketnest, among others.
- Headquarter New York, United States
- Founders David Snider
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Sectors
Technology
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Email
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Phone
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Website
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Social
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- Legal Name Harness Wealth Advisers Llc
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$35.95 M (USD)
in 3 rounds
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Latest Funding Round
$16.95 M (USD), Series B
Dec 05, 2023
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Investors
Northwestern Mutual
& 23 more
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Employee Count
Not available
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Products & Services of Harness Wealth
Harness Wealth offers a comprehensive portfolio of products and services, including Advisory Services, Harness Tools, and Advisor Marketplace.
Personalized support for tax and financial planning needs
Software for equity tax projections and net worth tracking
Platform to connect with vetted financial advisors
People of Harness Wealth
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Funding Insights of Harness Wealth
Harness Wealth has successfully raised a total of $35.95M across 3 strategic funding rounds. The most recent funding activity was a Series B round of $16.95 million completed in December 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Harness Wealth
Harness Wealth has secured backing from 24 investors, including venture fund, institutional, and angel investors. Prominent investors backing the company include Northwestern Mutual, Bain Capital and FJ Labs.
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Three Fish Capital is involved in unspecified financial activities.
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Seed and early-stage tech investments in the US are made.
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Venture capital firm focused on fintech & insurtech sectors
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Investor details for Harness Wealth
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Investments & Acquisitions by Harness Wealth
Investment portfolio details for Harness Wealth
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Financial Statements - Harness Wealth
Detailed financials for Harness Wealth
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Harness Wealth Comparisons
Peer comparison for Harness Wealth
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Competitors of Harness Wealth
Harness Wealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as The Tifin Group, Ascensus, Learnvest, Farther and Pocketnest, among others.
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AI-enabled financial planning and advisory solutions are provided for individuals.
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Retirement, health, and college savings services are administered nationwide.
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Personal finance management and investment advise
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App-based financial planning and management platform for individuals
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An app-based platform is provided for individual wealth management.
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Financial planning and advisory platform
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Detailed competitors of Harness Wealth
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Latest news on Harness Wealth
Complete news archive for Harness Wealth
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Frequently Asked Questions about Harness Wealth
Harness Wealth was founded in 2018.
Harness Wealth is headquartered in New York, United States. It is registered at New York, New York, United States.
David Snider is the current CEO of Harness Wealth. They have also founded this company.
Harness Wealth is a funded company, having raised a total of $35.95M across 3 funding rounds to date.
Harness Wealth was founded in 2018 in New York, United States, as a data-driven platform in the wealth management sector. Financial well-being is supported by allowing individuals to oversee wealth, connect with tax, financial, and legal advisors, and monitor activities such as retirement savings and investment accounts across multiple providers. Operations focus on integrating diverse financial data for comprehensive management.
Harness Wealth's top competitors include The Tifin Group, Ascensus and Farther.
Harness Wealth offers Advisory Services, Harness Tools, and Advisor Marketplace.
Harness Wealth has 24 investors. Key investors include Northwestern Mutual, Bain Capital, FJ Labs, Three Fish Capital, and Jackson Square Ventures.