Harness Wealth is transforming the advisory model by combining the expertise of financial professionals with advanced technology tools to create a more efficient, flexible, and insightful experience. The platform offers personalized financial and tax advisory services, including a marketplace for hand-picked financial, tax, and estate firms, as well as tools for equity planning and net worth tracking. By focusing on the unique needs of builders and individuals involved in equity compensation, IPOs, and acquisitions, Harness Wealth differentiates itself in the market, aiming to provide tailored advice and support. The company is positioned to capture a growing segment of the wealth management industry, leveraging technology to enhance client experiences and outcomes.
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