Harness Wealth Advisers

Founded in 2018, Harness Wealth is dedicated to helping clients unlock financial opportunity to achieve their best financial future through a holistic and personalized approach. We provide a unified data platform that enables clients to manage their financial picture. We then pair them with a highly curated set of top tax, financial and legal advisers, and power those ongoing relationships with our proprietary technology. Harness Wealth has assembled an elite team of entrepreneurs, financial service veterans and industry experts. Its team includes engineers from Kensho, TD Ameritrade, Oscar Health, and Goldman Sachs, while its investors include Bain Capital Ventures, Sinai Ventures, and Marc Benioff's Family Office. Harness Wealth's Advisory Council includes industry veterans such as Maliz Beams, former CEO of Voya Financial, and John Koskinen, former Commissioner of the IRS.