COMPANY PROFILE

Harness Wealth

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Helps clients identify financial opportunities and avoid missteps

New York City, United StatesFounded 2018Fintech

Valuation $100–250M Last recorded · 2024

Headcount <100 Current team size

Total funding $10–50M Disclosed equity funding

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About Harness Wealth

Harness Wealth is a financial services platform that connects clients with expert advisors to optimize their wealth. The company serves high-net-worth individuals and families, offering a comprehensive suite of services including financial planning, tax strategy, and estate planning. Operating in the wealth management market, Harness Wealth uses a curated approach to match clients with the best advisors based on their unique financial situations and goals. The business model is based on providing personalized advisory services, and it generates revenue through fees charged for these services. By leveraging technology and expert insights, Harness Wealth aims to help clients realize additional value from their assets and navigate complex financial landscapes.

MoreLess Source: Dealroom company data

At a glance

Status: Operational
Founded: 2018
Headquarters: New York City, United States
Employees: 34
Open positions: None listed
Dealroom signal: 64.9/100
Industry: Fintech
Sub-industry: Financial Management Solutions
Sector: Fintech, Wealth Management, Financial Advisory, Insurtech Related, Hard Tech
Technology: Blockchain
Client focus: b2c
Links: Website LinkedIn X

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Funding history

4 recorded events

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
SERIES A✓Equity / VC	Mar 2024	$17M	$68M	Oisin Hanrahan · Jackson Square Ventures · Day One Ventures · Ori Allon	↗
SERIES A✓Equity / VC	Jun 2021	$15M	$60M	Jackson Square Ventures	—

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Growth signals

Harness Wealth website traffic

Latest recorded traffic for Harness Wealth is 8K monthly website visits, down 1.2% over the last three months. Harness Wealth's team declined 8.1% over the past year.

Latest monthly visits8K 3-month web change-1.2% 1-year team growth-8.1%

Monthly website visitsMar 2018–Jul 2026

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