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Harness Wealth
AddedFeb 15, 2024
UpdatedMay 31, 2026
Harness Wealth

Harness Wealth

Series A

Harness Wealth: Guiding tech professionals in equity-related financial, tax, and estate decisions.

HQ
New York City, NY, US
Founded
2018
Overview
Compare
Fundraising
Employees
Website

Harness Wealth specializes in providing tailored financial, tax, and estate planning advice to tech employees, founders, and investors. The firm focuses on helping clients navigate complex equity-related decisions, leveraging a network of experienced advisors knowledgeable in company equity, small business, and cryptocurrency.

Notable for its personalized approach, Harness Wealth connects clients with advisors who have specific expertise relevant to their unique financial situations. The firm's investment philosophy centers on empowering tech professionals to make informed decisions about their wealth, ensuring they maximize their financial potential. Key partners and decision-makers at Harness Wealth bring a wealth of experience from the tech industry, enhancing the firm's ability to offer specialized guidance.

Harness Wealth - Quick Facts

When was Harness Wealth founded?

Harness Wealth was founded in 2018.

Where is Harness Wealth's headquarters located?

Harness Wealth's headquarters is located in New York City, NY, US.

When was Harness Wealth's last funding round?

Harness Wealth's most recent funding round was for $15M (USD) in June 2021.

How much has Harness Wealth raised to-date?

As of Jun 28, 2021, Harness Wealth has raised a total of $19M (USD).

How many employees does Harness Wealth have?

Harness Wealth has 48 employees as of Feb 4, 2024.

Harness Wealth - Classification

NAICS
  • 520000Finance and Insurance
SIC
  • 6000Depository Institutions
Show 7 more industry codes
NAICS
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end