Harness Wealth
Curated by SignalFinancial planning platform offering personalized advice and advisor connections.
Overview
Harness Wealth is a financial technology company that focuses on providing customized financial planning and advisory services. The company targets individuals who are experiencing significant financial milestones or complexities related to their assets. It connects clients with a network of vetted financial, tax, and estate advisors, offering tailored support and resources. The main services include personalized tax and financial advice, net worth tracking, future tax scenario projections, and guidance for life milestones. Harness Wealth utilizes advanced tools such as predictive analytics and secure client portals to develop personalized financial strategies while adhering to regulatory requirements. This framework aims to assist clients in making informed financial decisions.
Key facts
- Founded
- 2018
- Headquarters
- New York City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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Open roles
1 roleExperienced Tax Advisor
United States
