Harness Wealth raised $17M in a Series A extension, bringing the total investment to $32M for expanding into tax advisory.

Mar 05, 2024•almost 2 years ago

Amount Raised

$17 Million

Round Type

series a

New YorkAccountingLendingFintechFinanceFinancial Services

Investors

Ori AllonMarc BenioffNorthwestern Mutual VenturesJackson Square VenturesThree Fish Capital

Description

Harness Wealth, known for its financial advice to startup founders and employees, has broadened its horizons by stepping into the tax advisory arena. With a $17 million boost to its Series A funding, the total investment now hits $32 million. This expansion introduces a groundbreaking tax advisory platform designed to meld personalized tax and financial guidance with the intricate financial needs of its clients.

Company Information

Company

Harness Wealth

Location

New York, New York, United States

About

Harness seeks to make bespoke tax & financial advice accessible, intuitive, and valuable through a combination of innovative technology and exceptional advisory firms. We provide a seamless and insightful tax experience alongside a marketplace of supporting services to meet the advisory needs of business & equity owners. Our mission is to help our clients build confidence in the path to their best financial future.

Related People

2 contacts

Funding Insights

Based on industry data

VC-backed spending patterns

VC-backed companies spend 89% more on sales and 100% more on marketing than bootstrapped peers

Tech investment trends