# Harness (Harness Wealth)

> Harness (Harness Wealth) is a New York fintech that pairs software with a curated marketplace of vetted tax, financial and estate advisors, aimed at people with complex finances - startup founders, equity-holding employees, business owners, crypto investors and other 'builders.' It combines a vertical SaaS platform that powers collaboration between tax advisors and their clients, a marketplace to discover specialist firms, and consumer tools for tracking equity and net worth. Founded in 2018 by David Snider, the former CFO/COO of Compass, the company has raised roughly $40M and grew revenue by more than 1,500% between 2021 and 2024.

- **Founded:** 2018
- **Headquarters:** New York, New York, United States
- **Founders:** David Snider (Founder & CEO), Katie Prentke English (Co-Founder)
- **Team size:** ~33 employees
- **Products:** Harness Tax (advisor platform), Harness Advisor Marketplace, Consumer financial tools, Crypto tax services
- **Notable:** Grew gross revenue 1,588% between June 2021 and March 2024, Expanded its client base roughly 10x since 2021, Raised ~$40M total across seed and Series A rounds

## Products & services

- **Harness Tax (advisor platform)** — A vertical SaaS platform that powers collaboration between independent tax advisors and their clients - document sharing, deadline tracking, e-signatures, a client portal and an in-house concierge onboarding team.
- **Harness Advisor Marketplace** — A curated marketplace where individuals discover and connect with vetted tax, financial and estate advisory firms matched to their situation - equity, crypto, small business, real estate and more.
- **Consumer financial tools** — A personal balance sheet, net-worth tracking, equity and tax-scenario tools, and DIY guidance for people navigating stock options, RSUs, IPOs and liquidity events.
- **Crypto tax services** — Access to accountants experienced in filing taxes involving cryptocurrency, NFTs and DeFi activity.

## Achievements

- Grew gross revenue 1,588% between June 2021 and March 2024
- Expanded its client base roughly 10x since 2021
- Raised ~$40M total across seed and Series A rounds
- Signed two of the largest U.S. financial institutions as tax-provider partners
- Backed by high-profile investors including the Galvin (Motorola) family, Marc Benioff, Kevin Ryan and Ori Allon

## Latest updates

- **2024-03** — Raised a $17M Series A extension led by Three Fish Capital, bringing total Series A to $32M, and launched an expanded tax advisory platform for advisors and clients.
- **2024-03** — Reported onboarding thousands of clients onto its new portal with expectations to roughly triple that base over the year.

## Links

- Website: https://www.harness.co/
- LinkedIn: https://www.linkedin.com/company/harnesswealth
- Twitter/X: https://twitter.com/HarnessWealth
- Instagram: https://www.instagram.com/harnesswealth/
- Facebook: https://facebook.com/HarnessWealth/

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Profile page: https://yespress.io/harness
Published by YesPress — https://yespress.io
Last updated: 2026-07-20