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

PRIVATEMar 05, 2024

Amount Raised

$17 Million

Round Type

Series A

New YorkFinancial ServicesFinanceFintechLendingAccounting

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.

Who else raised in Financial Services and Finance around the same time

Companies in the same sectors as Harness Wealth that raised within 45 days of this round, from Fundz verified event records.

  • Kamina raised $3.2M (Pre-Seed) on April 17, 2024.
  • Prosper raised $679K (Seed) on April 16, 2024.
  • Ellipsis Labs raised $20M (Series A) on April 7, 2024.
  • Ellipsis Labs raised $20M (Series A) on April 4, 2024.
  • Hello Alice raised $130M (Series C) on April 4, 2024.
  • STANDARD PREMIUM FINANCE HOLDINGS raised $63K (Pre-Seed) on April 1, 2024.

Who to call at Harness Wealth, and when

A new round usually means Harness Wealth is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Harness Wealth raises, hires an executive or expands, scored against what you sell
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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.

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Funding Insights

What this usually means
Typical timeline to Series B
Series A companies typically raise their next round in 10-18 months

Harness Wealth raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

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