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ഹാർനെസ് വെൽത്ത് അതിൻ്റെ ടാക്സ് പ്ലാനിംഗിനും വെൽത്ത് മാനേജ്മെൻ്റ് മാർക്കറ്റ്പ്ലേസിനും വേണ്ടി $17M സമാഹരിക്കുന്നു

പ്ലേറ്റോ പുനഃപ്രസിദ്ധീകരിച്ചത്
പ്ലേറ്റോ പുനഃപ്രസിദ്ധീകരിച്ചത്

തീയതി:

കാഴ്ചകൾ: 161

The vast majority of individuals make their livings from wages, salaries, or other forms of labor compensation.  However, this has changed as our perspective on work and how to earn income evolves. Harness Wealth is an accessible digital wealth management solution and tax planning platform launched for the needs of builders.  The digital platform is a hub that focuses on financial, tax, and estate planning and connects clients with a growing roster of vetted professionals and advisory firms. Advisors on Harness are offered software to streamline practice management, an in-house concierge team, and community in addition to lead generation while clients receive specialized advisory and tax planning services that have previously been reserved for the ultra-wealthy.

അല്ലിവാച്ച് caught up with Harness Wealth Founder and CEO David Snider ബിസിനസ്സ്, കമ്പനിയുടെ തന്ത്രപരമായ പദ്ധതികൾ, ഏറ്റവും പുതിയ റൗണ്ട് ഫണ്ടിംഗ് എന്നിവയെക്കുറിച്ച് കൂടുതലറിയാൻ, ഇത് കമ്പനിയുടെ മൊത്തം ഫണ്ടിംഗ് $36M ആയി ഉയർത്തുന്നു, കൂടാതെ അതിലേറെയും...

നിങ്ങളുടെ നിക്ഷേപകർ ആരായിരുന്നു, നിങ്ങൾ എത്രമാത്രം സ്വരൂപിച്ചു?

We have raised $17M in an oversubscribed round. The round was led by മൂന്ന് മത്സ്യങ്ങളുടെ തലസ്ഥാനം, the venture arm of the Galvin Family (founders of Motorola), with participation from Jackson Square Ventures (which led our Series A), Northwestern Mutual Ventures, ഒപ്പം Paul Edgerley (former co-head of Bain Capital private equity) among others.

Tell us about the product or service that Harness Wealth offers.

Our newest product is Harness for Advisors, a comprehensive tax advisory solutions platform for tax advisors that seamlessly brings together advanced software, an in-house Concierge team, and a professional community, all in one place. Harness for Advisors  sets a new standard for efficient practice management that fuels revenue growth and increased profitability. Whether you’re trying to create capacity for your firm or starting your own practice after years in the industry, Harness can power you to new heights. Optimize your tax practice with advanced software, in-house client concierge and support, curated high-value client introductions, and a professional community of peer tax practice leaders and experts. All in one place.

For clients, Harness offers personalized tax and financial advice through specialized, vetted advisors and our user-friendly client portal. Our advisors cover a range of specialties and offer flexible services tailored to a client’s needs. Working with Harness gives you access to specialized knowledge and expertise on the nuances of your complex tax situation to ensure you leverage every available deduction and credit, leading to potential short-and long-term savings. If you have upcoming life milestones or financial planning needs, you can find additional financial and estate services in our pre-vetted advisor marketplace. Our mission is to help our clients build confidence in the path to their best financial future.

What inspired the start of Harness Wealth?

Harness was founded on a belief that the complexity of the financial decisions of builders was increasing and there wasn’t a great solution for individuals looking to comprehensively solve their financial, tax and estate planning needs.

From my experience helping to build Compass, I felt that the ideal solution required building a platform where technology could help power both discovery and the experience of clients working with exceptional advisors.

The most acute needs in our marketplace are related to tax planning and preparation, so that is where we have differentially focused on building the most comprehensive solution for both advisors and clients.

How is Harness Wealth different?

Harness offers a unique solution that improves both the client and advisor experience, enabling a more comprehensive offering than what exists elsewhere in the market.

Harness is designed to deliver an exceptional client experience while providing increased efficiency and impact for advisors. With an intuitive and collaborative interface, the Harness platform allows tax clients and advisors to easily share documents and questionnaires, handle payments, dynamically track the filing process, and ensure important filing and other tax deadlines are met. And with Harness Concierge, tax advisors are equipped with an industry-first in-house client success team to match them with potential new clients and handle onboarding, billing, invoicing, e-filing needs, and more. 

What market does Harness Wealth target and how big is it?

Harness operates in the $10B+ tax advisory market and the $50B+ financial advisor segments.

നിങ്ങളുടെ ബിസിനസ്സ് മോഡൽ എന്താണ്?

Harness’s business model relies on both advisors and clients paying for access to our software and/or services.

സാധ്യതയുള്ള സാമ്പത്തിക മാന്ദ്യത്തിന് നിങ്ങൾ എങ്ങനെയാണ് തയ്യാറെടുക്കുന്നത്?

We’re fortunate to be well-capitalized after this round, and do not anticipate a near-term economic downturn significantly impacting our operations. That said, the need for tax services are evergreen. In times of economic growth or recession, we expect the demand for our services to remain strong.

ഫണ്ടിംഗ് പ്രക്രിയ എങ്ങനെയായിരുന്നു?

Investors remain reticent to deploy capital unless businesses are demonstrating performance well beyond the typical benchmarks for each stage. It is not an easy time to be raising capital whether you are a VC or a founder so we made the path to a strong return on capital very obvious and clear for our investors.

നിങ്ങളുടെ ബിസിനസ്സിനെക്കുറിച്ചുള്ള ഏത് ഘടകങ്ങളാണ് ചെക്ക് എഴുതാൻ നിങ്ങളുടെ നിക്ഷേപകരെ പ്രേരിപ്പിച്ചത്?

Harness is innovating in a large, non-discretionary  market where both providers and clients believe that significant improvement is both possible and necessary.

അടുത്ത ആറ് മാസത്തിനുള്ളിൽ നിങ്ങൾ നേടാൻ ഉദ്ദേശിക്കുന്ന നാഴികക്കല്ലുകൾ ഏതാണ്?

We have onboarded thousands of clients onto our new portal and expect that to triple this year.

പുതിയ മൂലധന കുത്തിവയ്പ്പ് നടത്താത്ത ന്യൂയോർക്കിലെ കമ്പനികൾക്ക് നിങ്ങൾക്ക് എന്ത് ഉപദേശമാണ് നൽകാൻ കഴിയുക?

Developing clients that are advocates of your offering and are willing to go out of their way to support your success can be your greatest asset.

കമ്പനി ഇപ്പോൾ സമീപകാലത്തേക്ക് പോകുന്നത് എവിടെയാണ് കാണുന്നത്?

We are continuing to deliver on our mission of making the tax process seamless and insightful to become a key financial resource for our clients. We are excited about the enhancements to that experience and the insights we are building around tax data.

നഗരത്തിൽ ഒരു ടീം ഓഫ്‌സൈറ്റ് നടത്താനുള്ള ഏറ്റവും നല്ല സ്ഥലം എവിടെയാണ്?

New York is an extraordinary place to be headquartered since remote employees are excited to travel here to visit. Since a significant portion of our team is remote, we have hosted our past several offsites in New York City. Industrious was a great host for our last event and we have held dinners in team members’ homes, Niche Niche, Le District, and several other downtown spots. Amsterdam Billiards, Chelsea Piers, and City scavenger hunts have all been fun activities.

NYC ടെക്കിലെ ഏറ്റവും ചൂടേറിയ ലിസ്റ്റിലേക്ക് സൈൻ അപ്പ് ചെയ്യുന്നതിന് നിങ്ങൾ സെക്കന്റുകൾ അകലെയാണ്!

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