Company Research Report

Company Overview

Name

Harness Wealth

Mission of the Company

To provide the next generation of builders confidence in the path to their best financial future.

Founding Details

Founded by: No information is available

Founding Year: No information is available

Key People

David Snider, Chief Executive Officer

COO/CFO at Compass

Investor and Executive-in-Residence at Bain Capital

Author of "Money Makers: Inside the New World of Finance and Business"

Education: AB from Duke University, MBA from Harvard Business School

Katie Prentke English, Chief Marketing Officer

CMO at Nutmeg

Director of Digital Acquisition at American Express UK

Global Investment Adviser at JP Morgan Private Bank

Education: BA from Princeton University, MBA from Harvard Business School

Dwight Clancy, Chief Product Officer

VP of Product at Addepar

Product Manager at Glass, Lewis & Co.

Education: BA from University of California, San Diego

Nick Hampson, Head of Business Development

Executive Director of Growth & Partnerships at Compass

Sr Manager - Market Planning & Execution at Capital One

Education: BA from The College of William & Mary

Steve Cheung, Head of Engineering

Architect & Director of Engineering at Flatiron

Cofounder & CTO at BEMAVEN

Education: B. Math from University of Waterloo

Headquarters

32 Avenue of the Americas, Floor 13, New York, NY 10013, United States

Number of Employees

No information is available

Revenue

No information is available

Key Offerings

Harness Wealth is known for connecting individuals with tax and financial advisors who have experience with company equity, small business, and crypto.

Products

Overview

Harness Wealth offers tools and services designed to optimize tax and financial planning for individuals, especially those with complex financial needs like equity compensation and business ownership.

Key Products

Equity Tools

Description: Helps users with exercise strategies, tax projections, and AMT (Alternative Minimum Tax).

Key Features:

Exercise strategies

Tax projections

AMT calculations

Advisor Marketplace

Description: A platform that matches users with tax and financial advisors tailored to their needs.

Key Features:

Vetted advisors

Personalized matches

Ongoing monitoring of advisors' credentials

Secure Digital Client Portal

Description: Centralizes tax and financial document storage for easy access and secure sharing.

Key Features:

Proactive email notifications

Centralized document storage

Shared household accounts

Harness Tax Services

Description: Offers direct tax-related services to clients.

Key Features:

Comprehensive tax planning

Recommendations for third-party tax and legal service providers

Recent Developments

New Products and Features

BETA: Sale Scenarios

Helps project taxes from exercising or selling stock options.

BETA: Balance Sheet

Enables users to see equity as part of their overall financial picture.

New Partnerships and Collaborations

Harness Tax Adds Three New Advisor Partners (November 17, 2021)

Expands network to enhance growth prospects.

Will Bressman Joins Board of Directors

Strengthens leadership with experienced advisory.

Recent Achievements

Inc. 5000 Ranking

Harness ranks No. 192 overall and No. 16 among all finance companies with a three-year revenue growth rate of 2,040%.

Press Coverage

Featured as Innovators in various publications including TechCrunch, MarketWatch, Forbes, and Business Insider, showcasing the company's impact on democratizing sophisticated tax and financial planning.