Harness Wealth
PrivateLast Round
Series A
Extension
Mar 5, 2024
Est. Valuation
$17M
Total Funding Raised
$36M
Company Overview
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, Investment Platforms
Business Model
B2C
Customer Profile
Revenue Share
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Harness Wealth Comps
Public and private peers based on sector, stage, and business model.
| Company | Status | Est. Valuation | Rev Multiple |
|---|---|---|---|
| OpenAI | Private | $86.0B | ~40x |
| Cohere | Private | $5.0B | -- |
| Competitor 1 | Public | $XX.XB | XXx |
| Competitor 2 | Public | $XX.XB | XXx |
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 |
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 |
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.
Harness Wealth Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about Harness Wealth's valuation, stock price, and market status.