Who we are
The best financial outcomes and the most rewarding client experiences occur when innovation meets expertise.
We started Harness Wealth to help clients identify financial opportunities and avoid missteps. To do that, we combined pioneering technology with an elite team of entrepreneurs, financial service veterans and industry experts.
Our Leadership Team
David was Chief Operating Officer and Chief Financial Officer at Compass. He completed $3 billion in transactions at Bain Capital private equity and is the author of Money Makers: Inside the New World of Finance and Business.
Katie was Chief Marketing Officer at Nutmeg, a leading Digital Wealth Manager in Europe, and was previously Director of Digital Acquisition at American Express UK, and a Global Investment Adviser at JP Morgan Private Bank.
Michelle is the founder of NYC Fintech Women and brings professional experience as Vice President, Digital Wealth, for BlackRock and Director of Digital Wealth Sales at Apex Clearing.
Dwight was VP of Product at Addepar, where he led the development of their financial data platform and portfolio analytics, client communication and reporting products. Prior to that, he built products for institutional investors at Glass Lewis.
Raylen was a Data Infrastructure Engineer at Kensho, where he oversaw a suite of financial data systems. He previously worked at Artivest, Quovo, and Blackrock’s Aladdin Product Group.
Financial education and literacy is important for everyone, especially young people. Harness Wealth is proud to support the work of Junior Achievement and their mission to inspire and prepare young people to succeed in a global economy.
Be part of the
Harness Wealth team.
Excellence starts with the right team - if you share our vision, we'd love to hear from you. We're always eager to connect with smart, talented individuals who can help us to drive the business forward.View Open Positions