Harness Wealth
PrivateLast Round
Series A
Extension
Mar 5, 2024
Est. Valuation
$17M
Total Funding Raised
$36M
Company Overview
Harness Wealth operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Series A Extension round in March 2024.
Harness Wealth is a fintech company that provides a digital wealth management platform connecting founders, employees, and investors with vetted tax, financial, and estate planning professionals.
Sector
FinTech
Verticals
Wealth Management, Personal Finance, Legal Tech, Accounting & Expense
Business Model
B2C
Customer Profile
Revenue Share
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Harness Wealth Comparables
Compare Harness Wealth with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Compound | 84% | |
| Zoe Financial | 79% | |
| Nino | 79% |
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Harness Wealth Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A Extension | Mar 5, 2024 | ||||
| Series A | Jun 28, 2021 | ||||
| Seed | Dec 13, 2018 |
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Key People
Founding team and executive leadership
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Harness Wealth Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Torch Capital | Seed, Series A |
| Red Swan Ventures | Seed |
| I2BF Global Ventures | Series A |
| Bain Capital Ventures | Seed |
| L2 Ventures | Seed |
| AlleyCorp | Series A |
| Jackson Square Ventures | Series A Extension, Series A |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 12, 2025
Named to the Inc. 5000 list for fastest-growing private companies.
- Jul 31, 2025
Added Airbnb, Inc. as a customer.
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Harness Wealth Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Harness Wealth's valuation, stock price, and market status.
Is Harness Wealth a public or private company?
Harness Wealth is a private company.
What is the current stock price of Harness Wealth?
Harness Wealth is a private company, so its shares have no public market price. Caplight tracks Harness Wealth's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Harness Wealth worth (valuation)?
Harness Wealth's valuation is estimated at $17.0M based on funding round data.
Can I buy Harness Wealth stock?
Harness Wealth shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Harness Wealth's last funding round?
Harness Wealth's most recent funding round was Series A Extension on March 5, 2024.
Who are the main investors in Harness Wealth?
Key investors in Harness Wealth include Jackson Square Ventures, Three Fish Capital.
Will Harness Wealth IPO soon?
No public IPO plans have been announced for Harness Wealth.
How can I track Harness Wealth secondary market activity?
Caplight tracks bids, offers, and trades in Harness Wealth's shares on secondary markets.