Harness Wealth delivers a high-touch and tech enabled solution for people who want to optimize their financial well-being. We are distinctive in taking a holistic approach that combines financial planning, tax and trust and estate law and develops bespoke solutions for clients through a network of best-in-class advisers around the country.
We have a team of best-in-class leaders with deep experience in scaling successful technology and financial service companies. CEO David Snider served as COO & CFO of Compass, (a $4B+ real estate tech unicorn) that he helped grow from pre-launch to $400M+ of revenue. CMO Katie English was the CMO and CCO at one of the largest consumer fintech companies in Europe and previously ran digital acquisition marketing for American Express platinum and Centurion cards. Our tech team of 7 includes talent from Blackrock, Twitter, Goldman, Kensho and TD Ameritrade.
Raised over 4 million in seed venture capital from renowned institutional and private investors (Bain Capital Ventures, Marc Benioff, Sinai Ventures, First Minute Capital).
Get to work directly with former executives and leaders of successful startups. Compass: A real estate technology startup with a valuation topping 4 billion Kensho: A machine learning and analytics startup acquired by S&P for 700 million
Work with a tight knit team engineers that are incredibly passionate about technology!
A flat team of domain leads - infrastructure, application servers, and front end that work in agile development
Multi-variant testing at scale and streaming ETL pipelines
Get a chance to build the first MVP product!
We have our company values taped to our wall!
-Exceptional outcomes require exceptional people
-Data trumps opinion
-Generate better financial outcomes for our clients.
On the engineering side, we are excited with new developments in technology and continuously share news.
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