Harness Wealth, a leading tax planning and wealth management marketplace, has recently secured $17 million in funding to further expand its services and offerings. The funding round was led by Jackson Square Ventures, with participation from existing investors including Bain Capital Ventures, Sinai Ventures, and Torch Capital.
Harness Wealth was founded in 2018 with the mission of providing individuals and families with access to top-tier financial advisors and tax experts to help them optimize their wealth management strategies. The platform connects clients with a curated network of professionals who specialize in areas such as tax planning, estate planning, investment management, and retirement planning.
The $17 million in funding will allow Harness Wealth to enhance its technology platform, expand its team of experts, and reach a wider audience of clients seeking personalized financial advice. The company plans to use the funds to develop new tools and resources that will make it easier for clients to navigate complex financial decisions and achieve their long-term financial goals.
“We are thrilled to have the support of our investors as we continue to grow and innovate in the wealth management space,” said David Snider, co-founder and CEO of Harness Wealth. “Our goal is to democratize access to high-quality financial advice and empower individuals to make informed decisions about their finances.”
Harness Wealth has quickly gained traction in the industry for its unique approach to wealth management, which combines technology with personalized guidance from experienced professionals. The platform offers a seamless user experience, allowing clients to easily connect with advisors who can help them navigate the complexities of tax planning and investment management.
With the new funding, Harness Wealth is poised to become a leader in the wealth management industry, providing individuals and families with the tools and resources they need to build and preserve their wealth for generations to come. As the company continues to grow and expand its services, it is poised to revolutionize the way people approach financial planning and investment management.
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