Harness Wealth
Helps clients identify financial opportunities and avoid missteps.
| Date | Investors | Amount | Round |
|---|---|---|---|
| - | investor investor investor investor investor investor investor investor investor investor investor investor | €0.0 | round |
| investor investor investor investor investor investor investor investor investor | €0.0 | round | |
| investor investor investor investor investor investor | €0.0 | round | |
| investor | €0.0 | round | |
* | $17.0m | Series A | |
| Total Funding | 000k | ||
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Harness Wealth is a financial services platform that connects clients with expert advisors to optimize their wealth. The company serves high-net-worth individuals and families, offering a comprehensive suite of services including financial planning, tax strategy, and estate planning. Operating in the wealth management market, Harness Wealth uses a curated approach to match clients with the best advisors based on their unique financial situations and goals. The business model is based on providing personalized advisory services, and it generates revenue through fees charged for these services. By leveraging technology and expert insights, Harness Wealth aims to help clients realize additional value from their assets and navigate complex financial landscapes.
Keywords: wealth management, financial planning, tax strategy, estate planning, high-net-worth, curated advisors, personalized service, asset optimization, financial technology, investment strategy.