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Harness logo — Our mission is to help our clients build confidence in the p...

Harness

Our mission is to help our clients build confidence in the path to their best financial future.

Founded 2018 United States New York, United States 34 employees Series A Total: $36.00M Financial Services, Fintech +1

General Information

Company Name Harness
Founded Year 2018
Location United States New York, United States
Founders / Decision Makers
Team member
Employees 34
Industries Financial Services, Fintech, Wealth Management
Funding Stage Series A
Business Model B2C, Marketplace, B2B2C
Revenue Model Marketplace Fee, Service Fee, Subscription
Social

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About Harness

Harness, founded in 2018, is making significant strides in the Financial Services, Fintech, and Wealth Management industries. The company is based in the United States and operates with the mission, “Our mission is to help our clients build confidence in the path to their best financial future.”

Harness offers a seamless and insightful tax experience complemented by a marketplace of services designed to meet the advisory needs of business owners and professionals. This customer-centric approach positions it well in the growing fintech landscape, focusing on enhancing financial confidence for its clients.

In a crucial financial milestone, Harness secured a $17.00M Series A investment on 05 March 2024. Noteworthy investors such as Jackson Square Ventures, Cream City Venture Capital, Three Fish Capital, Ori Allon, and Marc Benioff indicate strong market confidence and potential for future growth in the competitive financial sector.

Taxonomy: financial confidence, tax experience, business advisory, financial future, technology-driven advice, bespoke financial advice, wealth platform, business owners, financial planning, investment support, tax solutions, entrepreneurs

Services & Products

Tax advisory and planning
Financial and strategic advisory
Investment manager matchmaking
Corporate and personal tax filing
Accounting and bookkeeping
Entity formation and exit planning

Target Customers

Business owners Medical professionals Real estate investors E-commerce businesses Solopreneurs Equity owners High-net-worth individuals Retirees

Funding Rounds & Investors (3)

View All
Funding Stage Amount Investors Lead Investors Date
Series A $17.00M 5
Jackson Square Ventures Cream City Venture Capital Three Fish Capital
Jackson Square Ventures, Cream City Venture Capital +3
05 Mar 2024
Series A $15.00M 5
GingerBread Capital Activant Capital AlleyCorp
GingerBread Capital, Activant Capital +3
28 Jun 2021
Seed Round $4.00M -
14 Dec 2018

Harness Alternatives & Competitors

Harness vs
Heron Wealth dba Wealthspire Advisors
Heron Wealth dba Wealthspire Advisors United States

Comprehensive solutions for your financial future, including planning, investment advice, retirement...

1 employees
Financial Services, Real Estate
Harness vs
One Wealth
One Wealth United States

Not your grand daddy's financial planning firm.

14 employees
Financial Services, Insurance
Harness vs
Kilter Group
Kilter Group United States

Comprehensive financial management, designed to deliver freedom, balance and peace of mind for our c...

5 employees
Financial Services, Wealth Management

FAQ About Harness

Our mission is to help our clients build confidence in the path to their best financial future.
Harness was founded in 2018.
Harness is headquartered in New York, United States.
Harness operates in Financial Services, Fintech and Wealth Management. Its work centres on financial confidence, tax experience, business advisory and financial future. Its customers include Business owners, Medical professionals and Real estate investors.
Harness has a B2C, Marketplace and B2B2C business model. Its revenue comes from Marketplace Fee, Service Fee and Subscription.
Harness has approximately 34 employees.
Harness has completed 3 funding rounds, raising a total of $36.00M. The latest funding stage is Series A.
Harness offers: Tax advisory and planning, Financial and strategic advisory, Investment manager matchmaking, Corporate and personal tax filing, Accounting and bookkeeping, Entity formation and exit planning.
Top alternatives and competitors to Harness include Heron Wealth dba Wealthspire Advisors, One Wealth, Kilter Group, Resource Planning Group, WPG Financial Group. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Harness and Heron Wealth dba Wealthspire Advisors are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Harness, https://bouncewatch.com/company/harness-2, updated 1 April 2026. When citing, please name BounceWatch and link this page.

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