The Wealth/Stack Showcase
Why We Were Selected:
Building a team of the right financial advisors, accountants and trust and estate attorneys to help manage your financial future is a challenging task. Harness Wealth is changing that. Its digital platform helps smart people identify key actions to optimize their financial returns, tax efficiency and family estate plan, and connect with the right advisors to execute on those opportunities.
What We Are Solving:
Across wealth levels, financial decision making is getting increasingly complex, and many individuals lack confidence in their existing financial plan. Additionally, a top area of concern for advisors is attracting next-gen clients and meeting their technological needs. Harness Wealth solves both.
Why We Are different:
Harness Wealth is distinctive because of the quality of its advisors, the sophistication of its technology and its holistic/multivertical approach. Harness Wealth conducts an extensive due diligence process to vet the advisors on its platform, which has resulted in an unparalleled network of best-in-class advisors. Moreover, its proprietary technology both surfaces relevant insights for customers, and pairs customers with the right advisor to meet their unique needs covering financial, tax and trust and estate needs.