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About Harness Wealth
Harness Wealth is a financial services platform that combines the expertise of financial professionals with advanced technology to deliver tailored financial and tax advice. Founded in 2018 and headquartered in New York City, the company initially focused on startup founders and employees but has since expanded its services to a wider audience.
The platform offers a variety of services, including personalized financial advisory services through vetted firms, tax planning and preparation, and access to free financial tools and one-on-one planning sessions. For clients who do not meet investment minimums, Harness Wealth provides comprehensive financial plans from certified planners for a one-time fee. The company is designed to assist individuals with complex financial situations, helping them manage their wealth effectively.
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