Harness Wealth

OverviewSuggest Edit

Harness Wealth is a wealthtech business that helps accomplished individuals identify financial opportunities so that they can achieve the life and the legacy they seek to create. It provides clients with a unified data platform that enables them to manage their wealth and connect with a highly curated set of top tax, financial and legal advisors to manage their financial well-being.

TypePrivate
Founded2018
HQNew York, NY, US
Websiteharnesswealth.com

Latest Updates

Employees (est.) (Sept 2021)33(+7%)
Cybersecurity ratingBMore

Key People/Management at Harness Wealth

David Snider

David Snider

David Snider and Chief Executive Officer
Katie Prentke English

Katie Prentke English

Co-Founder, Chief Marketing Officer
Eileen Adao

Eileen Adao

Business Development
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Harness Wealth Office Locations

Harness Wealth has an office in New York
New York, NY, US (HQ)
41 E 11th St 11th Floor
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Harness Wealth Financials and Metrics

Summary Metrics

Founding Date

2018

Harness Wealth total Funding

$19 m

Harness Wealth latest funding size

$15 m

Time since last funding

3 months ago

Harness Wealth investors

Harness Wealth's latest funding round in June 2021 was reported to be $15 m. In total, Harness Wealth has raised $19 m
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Harness Wealth Cybersecurity Score

Cybersecurity ratingPremium dataset

B

85/100

SecurityScorecard logo

Harness Wealth Online and Social Media Presence

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Harness Wealth News and Updates

Harness Wealth raises $15 million to democratize the power of family offices

Family offices have existed since the 1800s, but they’ve never been so manifold as in recent years. According to a 2019 Global Family Office Report by UBS and Campden Wealth, 68% of the 360 family offices surveyed were founded in 2000 or later. Their rise owes to numerous factors, including the tech…

Harness Wealth Blogs

How Quarterly Tax Payments Work

Quarterly tax payments can seem intimidating, particularly in the first year that this happens for you or your household. We recommend that you think of them not just as an extra bill/hassle from the IRS, but a great opportunity to start being strategic about your overall tax plan as part of your fi…

Cryptocurrency Tax and Accounting Services

Harness Wealth CPAs represent clients that invest long-term, actively trade, as well as Mine as a Business (MaaB). We're here to help guide you through the taxes of one of the most exciting and increasingly popular technology and investment opportunities. The post Cryptocurrency Tax and Accounting S…

Cryptocurrency Tax and Accounting (CPA) Services

Harness Wealth CPAs represent clients that invest long-term, actively trade, as well as Mine as a Business (MaaB). We're here to help guide you through the taxes of one of the most exciting and increasingly popular technology and investment opportunities. The post Cryptocurrency Tax and Accounting (…

Financial Planning for Employees Before and After IPO

Working for a company that goes public can have life-changing financial consequences. It can also give rise to tax and legal issues that must be addressed proactively to protect and maximize your windfall.  The post Financial Planning for Employees Before and After IPO appeared first on Harness Weal…

Financial Wellness Employee Benefits for Startups

Amidst layoffs and IPOs in 2020, executive teams and HR leaders are reevaluating their benefits offerings in 2021 with a newly critical eye. Is your company’s employee benefit... The post Financial Wellness Employee Benefits for Startups appeared first on Harness Wealth | Harness the full potential …

6 Financial Planning Optimizations to Complete Before 2021

While the last two months of the year are often focused on holiday preparations and celebrations, there are five areas of your finances that you need to be reviewing in order to reduce your tax burden and maximize your financial gain before the end of the year. The post 6 Financial Planning Optimiz…
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Harness Wealth Frequently Asked Questions

  • When was Harness Wealth founded?

    Harness Wealth was founded in 2018.

  • Who are Harness Wealth key executives?

    Harness Wealth's key executives are David Snider, Katie Prentke English and Eileen Adao.

  • How many employees does Harness Wealth have?

    Harness Wealth has 33 employees.

  • Who are Harness Wealth competitors?

    Competitors of Harness Wealth include Cicil, Neon and LexinFintech.

  • Where is Harness Wealth headquarters?

    Harness Wealth headquarters is located at 41 E 11th St 11th Floor, New York.

  • Where are Harness Wealth offices?

    Harness Wealth has an office in New York.

  • How many offices does Harness Wealth have?

    Harness Wealth has 1 office.