Harness Wealth - Investment Advisers

About Harness Wealth

Harness Wealth Advisers LLC, known as Harness Wealth, is an investment adviser headquartered in New York, New York, with 11 employees. It is one of the investment advisers in New York in this directory. The firm describes its focus as tax, accounting, and advisory services for people whose finances have become complex, including equity compensation, business ownership, multiple entities, trusts, and high-net-worth families. The firm pairs a matching service with a technology platform. Clients describe their situation and are matched with a vetted advisor, while the platform handles client portals, documents, workflows, AI-assisted tax preparation, and concierge support. Established CPA firms can also join the platform as partners, and the firm states that those firms keep their own brand, team, and clients. Harness says human advisors retain ownership of client relationships and judgment, with technology handling administrative work. The company has also said it is backed by venture and growth investors. An advisory council that includes former government and financial leaders helped develop the firm's screening process for the firms it recommends. The firm states that the council does not provide investment advice to clients. The firm also describes encryption of client data, multi-factor authentication on accounts, and the removal of personal details before data is processed by an AI model.

Key Facts

Employees

11

SEC File Number

801-114480