By David SniderBusiness Insights — December 27, 2019

2019 Year in Review

As our first year comes to a close, our CEO shares some of our exciting milestones from 2019.

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As Harness Wealth’s first year comes to a close, I wanted to thank you for being a part of an early chapter in our journey. We are more excited than ever about our mission of helping clients tackle their financial complexity through the powerful combination of innovative technology and best-in-class human advisers.

This year we achieved several exciting milestones — welcoming over 100,000 users to our product, serving over 1,000 clients, and bringing over 800 of the country’s best advisers onto Harness Wealth.

We wanted to share those and a few other notable stats from 2019. Thank you again for all of your support and look forward to 2020 as we have some exciting plans underway!

All the best,

David