tax-planning
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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.
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.
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.