Company profile: Harness Wealth
1.1 - Company Overview
Company description
- Provider of a platform and tools for equity-focused planning, including an advisor marketplace connecting users with advisors in equity, small business, and crypto; digital tools to track assets and project taxes from stock option exercises or sales; 1:1 equity tax planning sessions; and an employer program for tech companies offering employees access to tax, financial and legal advice, equity education, and tools for equity management.
Products and services
- Harness for Employers: A financial wellness program for tech companies that delivers employee access to tax, financial, and legal advice, education, and equity management tools, architected as an enterprise-grade program
- Advisor Marketplace: A platform connecting users with tax and financial advisors tailored to needs in company equity, small business, and crypto, produced as a curated, modular marketplace
- Harness Tools: Digital tools to track assets including equity and crypto, and model potential value and future taxes, with projections from exercising or selling stock options, built as analytics-driven software
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Harness Wealth
Investview
HQ: United States
Website
- Description: Provider of investor education and technology, including an online program, proprietary search tools and trading indicators, weekly newsletters, and live Trading Rooms. Offers iGenius portfolio management tools for equities, options, FOREX, ETFs, binary options, and cryptocurrency; SAFETek Bitcoin mining and blockchain infrastructure; and planned self-directed brokerage, institutional execution, advisory services, and auto-trading platform.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Calypso
HQ: United States
Website
- Description: Provider of integrated capital markets software for financial institutions and corporate treasuries, delivering a suite for trading, risk and processing. Offers solutions for trading, treasury, risk management, regulatory compliance, risk and financial regulatory reporting, cloud services, customer delivery, and education and training.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Moody's
HQ: United States
Website
- Description: Provider of financial intelligence, credit ratings, and analytical tools that support growth and risk management. Offers independent credit risk opinions on public and private entities and debt instruments; investment research and fixed income insights; a database on over 450 million companies; and risk management solutions for asset owners, managers, and consultants.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Clarity AI
HQ: United States
Website
- Description: Provider of a sustainability technology platform using machine learning and big data to deliver environmental and social insights to investors and organizations. Offers a web app, APIs/widgets, and impact, risk, and climate modules for sustainability data, analysis, reporting, portfolio simulation, ESG risks, corporate controversies and exposure screens, SDG impact, carbon emissions, Net Zero alignment, and TCFD reporting.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Scalable Capital
HQ: Germany
Website
- Description: Provider of a digital investment platform offering brokerage plans (PRIME+, PRIME, FREE) with commission-free trades over €250, fee-free savings plans, reduced spread surcharges for crypto ETPs, better real-time payment conditions, and interest on cash for PRIME+ up to €100,000, plus automated ETF-based wealth management with ongoing monitoring and automatic adjustments for private and business clients.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Scalable Capital company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Harness Wealth
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Harness Wealth
2.2 - Growth funds investing in similar companies to Harness Wealth
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4 - Top valuation comps for Harness Wealth
4.2 - Public trading comparable groups for Harness Wealth
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