Harness Wealth

Series A

ABOUT THE COMPANY

Harness Wealth’s mission is to provide the next generation of builders the path to their best financial future. Employees, founders, and investors of tech companies at every size utilize Harness' equity-focused personal finance tools and marketplace to receive financial, tax, and trust & estate advice. Harness Wealth is a holistic platform that utilizes tax insights and services to build multi-faceted relationships with its clients and become their key resource for financial decisions.

Year Founded:

2018

Lead Investors:

Bain Capital Ventures, Jackson Square Ventures, FJ Labs

Office Environment:

Hybrid

MEET THE FOUNDER(s)

01

David Snider

CEO

02

Catherine English

CMO

03

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CULTURE

How do you show employees you appreciate them?

Monthly value awards for employees (nominated by peers), Anniversary recognitions, Reviews & compensation changes, In-person events & learning opportunities!

How are you creating a workplace of diversity, equity, inclusion and belonging?

DEI Taskforce & trainings

Clear recruiting policies and best practices to foster inclusive hiring

Why should someone work at your company?

They care about innovating in personal finance to help peers unlock confidence in their approach and value in outcomes. They want to be in an environment that provides autonomy for each employee, clarity of expectations and measures results.

Our company could win an award for:

Equity programs for our employees

Innovation in wealthtech

Support for improving the lives of the tech community

Top 100 culture Award winner

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