tax-planning
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Logan Katz follows the client. The offices follow.
From Ottawa to Toronto to Seaforth, Logan Katz has built its accounting practice around relationships that travel. Its expansion tells one story; its tax-season paperwork tells another.
Dee Ann Remo Built a Wealth Firm Around the Work Money Cannot Do Alone
A former KPMG tax partner turned a filing-cabinet view of wealth into a multi-family office - then made community, continuity and difficult conversations part of the balance sheet.
The Accountant Who Turned Tax Season Into an Entrepreneur's Financial Operating System
Most accountants document what already happened. Gauvreau built a 100-plus-person firm around helping entrepreneurs decide what happens next - then connected the books, tax plan, legal structure and growth advice under one roof.
Formations Turns the Freelancer Tax Scramble Into a $350-a-Month Operating System
The Kirkland fintech bundles entity setup, bookkeeping, payroll and tax strategy into one annual commitment. For the right business of one, the prize is predictable taxes; for the wrong one, the cure can cost more than the headache.
PlanScout Bought a 13-Year-Old Planning Engine - Then Turned 15 Hours of Advisor Work Into 3
Financial advisors have plenty of software and too little time. PlanScout's answer is a hybrid: buy the planning engine, add a human service layer, and return a client-ready plan in days.
Ark Financial Wants to Be the COO of Your Family Money - But the Model Comes With Homework
The Austin firm turned a rich-family institution into an operating system for entrepreneurs. Its cleverest product is coordination - and its most useful lesson is that even a coordinator must be audited.
The $6 Billion RIA Built to Make Complicated Money Feel Boring
Ashton Thomas sells a scarce luxury: one coordinated view of a wealthy family’s messy financial life. Its post-2023 expansion shows how a regional adviser can add offices, specialists and assets without sanding away the local teams clients hired in the first place.
The Richmond Firm That Manages $4.9 Billion by Managing Memory
A former KPMG tax partner built a Richmond multi-family office on a stubborn premise: the hardest part of managing $4.9 billion isn't the portfolio - it's the paperwork, the people and the memory behind it.
The Chicago Firm That Sold Wall Street's Playbook to Families Who Aren't Endowments
Two Chicago traders spent a decade turning hedge-fund tactics into a wealth business for families who aren't endowments. In 2026 they sold it - $5.6 billion later.
The Business-in-a-Box Built for People Who Hate Paperwork
Prime Corporate Services has turned the scattered chores of starting a company into one guided relationship. Its bet is simple: a live adviser can be more useful than another filing form.
april
april is a New York-based fintech that embeds tax filing, planning, and estimation directly into the apps people already use - banks, payroll providers, fintechs, and wealth platforms. Founded in 2021 by Ben Borodach, Daniel Marcous, and Raj Doshi, april built its own AI-powered tax engine and became the first company in over 15 years to earn national e-file coverage. Its white-label, mobile-first product turns tax from a once-a-year chore into a year-round layer of financial decision-making, and it raised a $38M Series B in July 2025 led by QED Investors, bringing total funding to $78M.
Earned
Earned is a New York-based financial services firm built exclusively for doctors, dentists, and their practices. It combines wealth management, tax preparation and planning, accounting, retirement plans, insurance, and legal coordination into a single tax-smart platform, pairing an app and digital tools with fiduciary human advisors. Founded in 2021 and led by former Blucora and Charles Schwab executive John Clendening, Earned has grown through a mix of organic client growth and acquisitions of healthcare-focused financial firms, reaching roughly 20,000 clients and $3.9 billion in assets under management by mid-2026.
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.
David Snider
David Snider is the founder and CEO of Harness, a New York wealthtech company that pairs people navigating startup equity, taxes, and estate decisions with a curated network of tax, financial, and legal advisers. Before Harness, he was COO and CFO of Compass, where he helped scale the real estate platform from pre-launch to a $1.8 billion valuation and raised every round from Series A through E. Earlier he invested more than $2 billion in deals at Bain Capital private equity and, as a college senior, wrote Money Makers, a finance primer built from interviews with leaders like Jamie Dimon and David Rubenstein.
OLarry
OLarry is an AI-powered, year-round tax firm built for high-net-worth individuals, founders, and businesses. It pairs certified public accountants with proprietary AI that handles document collection, data classification, and extraction, so its CPAs can focus on proactive, strategic tax planning rather than paperwork. Sold as a flat annual membership, OLarry aims to bring the kind of always-on tax advice once reserved for the ultra-wealthy to thousands of clients across the United States.
Uprise - Embedded Tax and Advisory
Uprise is a San Francisco fintech that embeds full-service tax filing and financial advisory into the SaaS platforms small business owners already use. Its model pairs AI-generated first drafts with review from Certified Financial Planners and tax professionals held to a fiduciary standard, letting partners like Rippling, Carry, Heard and HoneyBook launch white-labeled, premium tax-and-advisory services in weeks rather than years.
Jessica Chen Riolfi
Jessica Chen Riolfi is the co-founder and CEO of Uprise, a fintech building embedded tax and financial advisory for small business owners. She spent more than a decade shipping products at Wise, Earnin and Robinhood, ran TransferWise's Asia business across 15 countries, and started out in J.P. Morgan investment banking before pairing human advisors with AI to make real financial advice affordable for entrepreneurs.