Harris Private Wealth
Wealth Management with a Family Office Approach
11 employees · est. 1985 · San Jose, United States
LyfeFund
Build a strong financial future for your children’s education, wedding, first home, or first business!
3 employees · est. 2022 · Waterloo, Canada
Harris Private Wealth is the older company (1985 vs 2022); Harris Private Wealth is the larger of the two.
Side-by-Side Comparison
| Metric | Harris Private Wealth | LyfeFund |
|---|---|---|
| Founded | ||
| Founded | 1985 older | 2022 |
| Headquarters | ||
| Headquarters | San Jose, United States | Waterloo, Canada |
| Employees | ||
| Employees | 11 larger | 3 |
| Industry | ||
| Industry | Financial Services, Insurance, Insurtech | Education, Finance, Financial Services |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | 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 | Personal Finance, Wealth Management, Community Saving, Financial Empowerment, Generational Wealth, Mobile App, Savings And Investment, Education Funding |
| Website | ||
| Website | harrisprivatewealth.com | lyfefund.com |
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...
About LyfeFund
LyfeFund is a startup aiming to empower immigrant professionals in paving the way for their children's financial security and prosperity. The company's mission revolves around providing innovative tools and solutions to build a strong financial future for families and generations to come. Understand...
We will tell you when either one moves
BounceWatch watches Harris Private Wealth and LyfeFund for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Harris Private Wealth and LyfeFund — by email.
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Related Comparisons
Compiled from the BounceWatch company index. We last looked at Harris Private Wealth on 14 Sep 2024, and LyfeFund on 28 Oct 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.