In the News
TechCrunch — March 7, 2024
Harness Wealth wants to bring sophisticated tax planning to the masses
Bank On It Podcast — May 18, 2022
Episode 490 Katie English from Harness Wealth
AICPA — March 9, 2022
Tax Section Odyssey: Finding the sweet spot in tax planning and technology
Barron's — March 8, 2022
How to Attract Affluent Next-Gen Clients
Thomson Reuters — February 14, 2022
Pulse of the Practice Episode 124 – Conversation with David Snider
TechCrunch — June 29, 2021
Harness Wealth raises $15 million to democratize the power of family offices
Crunchbase News — April 23, 2021
What Biden’s Reported Capital Gains Tax Hike Could Mean For Startup Employees
Forbes — March 12, 2021
Harness Wealth Helps Next Generation Find Financial Advice Amidst IPO Boom
Yahoo — February 26, 2021
15 Legal Secrets to Reducing Your Taxes
Business Insider — October 2, 2020
Meet 10 Early Stage Wealth Startups that VCs Say are Ones to Watch
Nerdwallet — September 23, 2020
Harness Wealth Review 2020: Pros, Cons and How It Compares
CBS News — February 24, 2020
Married with Taxes: How to Choose the Best Filing Status
CBS News — February 21, 2020
Claiming the Child Tax Credit: Rules and Exceptions
U.S. News & World Report - Money — February 20, 2020
What to Know About the Marriage Tax Penalty
Barron's — February 8, 2020
The Stretch IRA Strategy Is Largely Gone. Here Are 5 Alternatives to Consider.
CO by U.S. Chamber of Commerce — January 7, 2020
4 Ways Small Business Owners Can Prepare for Retirement
Cheddar TV — January 3, 2020
What Airbnb and Doordash Can Learn From the 2019 IPO Market
Cheddar TV — December 16, 2019
Financial Mistakes to Avoid in 2020
Yahoo Finance — November 18, 2019
The Bank of Mom and Dad is ‘the seventh-largest lender’
Forbes — October 20, 2019
How Three FinTech Startups Are Disrupting Retirement Planning, Blending Human And Tech
Cheddar TV — October 18, 2019
David Snider, founder and CEO of Harness Wealth, discusses an Airbnb public debut and the overall IPO landscape
Fox Business — October 17, 2019
Choosing a financial advisor? Here are three questions you need to ask
CNBC — September 13, 2019
Why Harness Wealth’s founder says WeWork’s IPO valuation slashed below $15B is ‘an outlier’
Bloomberg Business Week Podcast — September 13, 2019
WeWork Makes Changes, Investing in Global Disruption
CNBC — September 11, 2019
Harness Wealth’s David Snider on the busy IPO market
Wall Street Journal — September 8, 2019
What Is Machine-Read Analyst Sentiment?
Business Insider — August 21, 2019
The net worth it takes at every age to be richer than most people you know
Fortune — August 14, 2019
5 Things to Watch For as You Read WeWork’s IPO Filing
Thrive Global — July 31, 2019
Reduce Anxiety Around Your Finances Through Microsteps
Cheddar — July 9, 2019
The Wealth Management Matchmaker Pairing Clients with Advisers
Reuters — July 8, 2019
Focusing on Gen X investors
Financial Planning — July 5, 2019
Fintech referral platform eyes Gen X clients
Financial Advisor Magazine — June 25, 2019
Why More Gen Xers Prefer Professional Financial Advice
Wealthmanagement.com — June 25, 2019
Harness Wealth Wants to Be Advisors’ Digital Matchmaker
TechBullion — June 25, 2019
Harness The Full Potential of Your Wealth: Interview With David Snider, CEO of HarnessWealth
Fox Business AM — June 20, 2019
Harness Wealth’s David Snider on FOX Business’ FBN AM
Bloomberg Radio — June 10, 2019
Company Changes After IPO
Yahoo Finance — May 6, 2019
The Biggest Mistakes People Make with Tech Stocks
CNBC — April 23, 2019
Pinterest’s IPO minted instant millionaires, but for many employees there is a catch
PitchBook — January 17, 2019
Meet the VC who is turbocharging seed investing
The Resilient Advisor — January 15, 2019
How The Family Office Model Can Differentiate Your Practice With David Snider
Alley Watch — December 15, 2018
Harness Wealth Raises $4M to Bring Wealth Management Solutions to This Target Market
Fortune — December 14, 2018
Term Sheet
Fast Company — December 13, 2018
Slackers no more: Ex-Compass CFO wants to help Gen X manage their parents’ estates
Thrive Global — December 13, 2018
The Thrive Questionnaire with David Snider
Press Releases
November 17, 2021
Harness Tax Adds Three New Advisor Partners and brings in a former Uber Exec to Accelerate Growth in 2022
June 28, 2021
Harness Wealth Raises $15 Million Series A to Bring Holistic Financial Advice to Tech, Leading with Taxes
Publications
January 30, 2020
Is Another Half Trillion Dollars Up For Grabs In 2020?
November 3, 2019
When Recession Returns, Will You Be Ready?