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Harris Private Wealth logo — Wealth Management with a Family Office Approach

Harris Private Wealth

Wealth Management with a Family Office Approach

Founded 1985 United States San Jose, United States 11 employees Financial Services, Insurance +2

General Information

Company Name Harris Private Wealth
Founded Year 1985
Location United States San Jose, United States
Employees 11
Industries Financial Services, Insurance, Insurtech +1
Social

BounceWatch is an independent company data service, not affiliated with Harris Private Wealth. To contact Harris Private Wealth, visit harrisprivatewealth.com.

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About Harris Private Wealth

Harris Private Wealth is a financial services startup founded in 1985, aiming to provide a family office approach to wealth management. Their services cater to individuals at different stages of their lives, offering investment advice, risk management, financial planning, and more to ensure a secure financial future. As an independent firm with the backing of a Fortune 500 back office, Harris Private Wealth emphasizes expertise, service, and care in creating and managing comprehensive financial plans for clients, encompassing wealth enhancement, wealth transfer, wealth protection, and charitable giving. The company operates within the industry sectors of financial services, insurance, life insurance, and commercial insurance. Notably, there is no information available about its headquarters or the last investment received.

Business keywords: Wealth Management, Financial Planning, Family Office, Investment Advice, Tax Mitigation, Estate Planning, Charitable Giving, Retirement Planning, Insurance Services, Portfolio Management, Holistic Wealth Management, Advanced Planning, Risk Mitigation, Financial Well-being

No funding data available for Harris Private Wealth yet.

Harris Private Wealth Alternatives & Competitors

View All Alternatives
Harris Private Wealth vs
Endovia Family Office
Endovia Family Office India

Multi Family Office Delivering Worldclass Financial Synergies

16 employees
Financial Services, Insurance
Harris Private Wealth vs
Buttonwood Financial Group, LLC
Buttonwood Financial Group, LLC United States

Your Family CFO. Life Enjoyed. Wealth Appreciated.

18 employees
Financial Services, Insurance
Harris Private Wealth vs
First Choice Wealth & Retirement
First Choice Wealth & Retirement United States

A holistic, team-based approach to wealth management & retirement planning incorporating estate plan...

10 employees
Financial Services, Insurance
View all alternatives

FAQ About Harris Private Wealth

Wealth Management with a Family Office Approach
Harris Private Wealth was founded in 1985.
Harris Private Wealth is headquartered in San Jose, United States.
Harris Private Wealth operates in Financial Services, Insurance, Insurtech and Life insurance. Its work centres on Wealth Management, Financial Planning, Family Office and Investment Advice.
Harris Private Wealth has approximately 11 employees.
Top alternatives and competitors to Harris Private Wealth include Endovia Family Office, Buttonwood Financial Group, LLC, First Choice Wealth & Retirement, MGD Wealth, Furnley House. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Harris Private Wealth and Endovia Family Office 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 Harris Private Wealth, https://bouncewatch.com/company/harris-private-wealth, updated 30 November 2024. When citing, please name BounceWatch and link this page.

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