advisor-marketplace
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How a Psychic Hotline Became a Data-Driven Software Company
Outlook Amusements built a technology and operations business around one of the internet’s most intimate purchases: a private conversation about what comes next.
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.