Harness Wealth Advisers LLC

Harness Wealth Advisers LLC is a financial advisory firm based in New York, offering a specialized platform for personalized financial and tax advisory services for individuals in private equity, startups, and high-net-worth scenarios. Founded in 2018, Harness Wealth Advisers LLC operates from New York, US, providing tailored financial solutions. The firm has successfully completed three deals, with the most recent on December 5, 2023, when it raised USD 16. 95 mn in Series A funding led by Three Fish Capital.

The leadership team includes co-founders Catherine English, David Snider, and Katie English, and currently, David Snider serves as the CEO. Harness Wealth offers a comprehensive platform that delivers personalized financial and tax advisory services. Their core products include a secure digital client portal, proactive financial tools for net worth tracking, and resources for equity planning, assisting clients with informed decisions on equity compensation and investments. The firm serves a diverse clientele including individuals with stock options and those preparing for significant life events, focusing particularly on the U.

S. market. Harness Wealth generates revenue through a marketplace model connecting clients with vetted financial and tax advisors. Clients typically engage via subscription services or one-off advisory sessions, including a flagship one-hour equity planning session.

The company ensures transactions align with industry standards by addressing the needs of high-income individuals with complex portfolios. In December 2023, Harness Wealth raised USD 16. 95 mn in Series A funding, led by Three Fish Capital, to support its growth and enhance its technology platform. The firm plans to leverage these funds for the expansion of its business and aims to introduce new products tailored to its clients' evolving needs.

Additionally, it is exploring opportunities for geographic expansion in new markets to establish a broader client base.