Harness Wealth Advisers
Latest round
- Series A
Last raised
- Dec 2023
Total raised
- $36M
Investors
- 16
About Harness Wealth Advisers
Founded in 2018, Harness Wealth Advisers LLC operates from New York, US, providing tailored financial solutions.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.S.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 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.
Who invested in Harness Wealth Advisers
16 investors across 3 rounds
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Questions about Harness Wealth Advisers
Who invested in Harness Wealth Advisers?
Harness Wealth Advisers has 16 investors on record across 3 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Harness Wealth Advisers raised?
Harness Wealth Advisers has raised 3 venture rounds. Sign up free to see how much each round raised and the total.
When did Harness Wealth Advisers last raise money?
Harness Wealth Advisers's most recent round on record is a Series A, in Dec 2023.
What does Harness Wealth Advisers do?
Founded in 2018, Harness Wealth Advisers LLC operates from New York, US, providing tailored financial solutions.
Where is Harness Wealth Advisers headquartered?
Harness Wealth Advisers is headquartered in New York, US.
Which VCs invest in companies like Harness Wealth Advisers?
Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at Harness Wealth Advisers's stage. Their profiles are linked below.
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