In the News
![Harness Wealth wants to bring sophisticated tax planning to the masses](https://harnessprod.wpenginepowered.com/wp-content/uploads/2021/06/TechCrunch_logo-1-300x150.png)
TechCrunch — March 7, 2024
Harness Wealth wants to bring sophisticated tax planning to the masses
![Opinion: ‘I’m worried about taking on a tax burden’: Should I buy stock in the company that just laid me off or let my options expire worthless?](https://harnessprod.wpenginepowered.com/wp-content/uploads/2023/05/marketwatch-logo-300x48.png)
![Episode 490 Katie English from Harness Wealth](https://harnessprod.wpenginepowered.com/wp-content/uploads/2022/05/bank-on-it_HW-1-300x243.png)
Bank On It Podcast — May 18, 2022
Episode 490 Katie English from Harness Wealth
![Tax Section Odyssey: Finding the sweet spot in tax planning and technology](https://harnessprod.wpenginepowered.com/wp-content/uploads/2022/05/AICPA-logo_HW-300x115.png)
AICPA — March 9, 2022
Tax Section Odyssey: Finding the sweet spot in tax planning and technology
![How to Attract Affluent Next-Gen Clients](https://harnessprod.wpenginepowered.com/wp-content/uploads/2020/03/222-2229930_btigs-rich-greenfield-addresses-comcast-bid-war-barrons-300x103.png)
Barron's — March 8, 2022
How to Attract Affluent Next-Gen Clients
![Pulse of the Practice Episode 124 – Conversation with David Snider](https://harnessprod.wpenginepowered.com/wp-content/uploads/2022/05/Reuters_Logo_HW-300x76.png)
Thomson Reuters — February 14, 2022
Pulse of the Practice Episode 124 – Conversation with David Snider
![Harness Wealth raises $15 million to democratize the power of family offices](https://harnessprod.wpenginepowered.com/wp-content/uploads/2021/06/TechCrunch_logo-1-300x150.png)
TechCrunch — June 29, 2021
Harness Wealth raises $15 million to democratize the power of family offices
![What Biden’s Reported Capital Gains Tax Hike Could Mean For Startup Employees](https://harnessprod.wpenginepowered.com/wp-content/uploads/2021/05/Layer-2-300x56.png)
Crunchbase News — April 23, 2021
What Biden’s Reported Capital Gains Tax Hike Could Mean For Startup Employees
![Harness Wealth Helps Next Generation Find Financial Advice Amidst IPO Boom](https://harnessprod.wpenginepowered.com/wp-content/uploads/2018/12/forbes-logo-png-transparent-1-300x112.png)
Forbes — March 12, 2021
Harness Wealth Helps Next Generation Find Financial Advice Amidst IPO Boom
![15 Legal Secrets to Reducing Your Taxes](https://harnessprod.wpenginepowered.com/wp-content/uploads/2021/03/Yahoo-Finance-300x102-1.png)
Yahoo — February 26, 2021
15 Legal Secrets to Reducing Your Taxes
![Meet 10 Early Stage Wealth Startups that VCs Say are Ones to Watch](https://harnessprod.wpenginepowered.com/wp-content/uploads/2020/10/Business_Insider_Logo-2.png)
Business Insider — October 2, 2020
Meet 10 Early Stage Wealth Startups that VCs Say are Ones to Watch
![Harness Wealth Review 2020: Pros, Cons and How It Compares](https://harnessprod.wpenginepowered.com/wp-content/uploads/2020/10/g3707-6-300x49.png)
Nerdwallet — September 23, 2020
Harness Wealth Review 2020: Pros, Cons and How It Compares
![Married with Taxes: How to Choose the Best Filing Status](https://harnessprod.wpenginepowered.com/wp-content/uploads/2020/03/CBS_News-1-e1584130621349-300x195.png)
CBS News — February 24, 2020
Married with Taxes: How to Choose the Best Filing Status
![Claiming the Child Tax Credit: Rules and Exceptions](https://harnessprod.wpenginepowered.com/wp-content/uploads/2020/03/CBS_News-1-e1584130621349-300x195.png)
CBS News — February 21, 2020
Claiming the Child Tax Credit: Rules and Exceptions
![What to Know About the Marriage Tax Penalty](https://harnessprod.wpenginepowered.com/wp-content/uploads/2020/03/Group-e1584131027394-300x67.png)
U.S. News & World Report - Money — February 20, 2020
What to Know About the Marriage Tax Penalty
![The Stretch IRA Strategy Is Largely Gone. Here Are 5 Alternatives to Consider.](https://harnessprod.wpenginepowered.com/wp-content/uploads/2020/03/222-2229930_btigs-rich-greenfield-addresses-comcast-bid-war-barrons-300x103.png)
Barron's — February 8, 2020
The Stretch IRA Strategy Is Largely Gone. Here Are 5 Alternatives to Consider.
![4 Ways Small Business Owners Can Prepare for Retirement](https://harnessprod.wpenginepowered.com/wp-content/uploads/2020/01/Group-149-1.png)
CO by U.S. Chamber of Commerce — January 7, 2020
4 Ways Small Business Owners Can Prepare for Retirement
![What Airbnb and Doordash Can Learn From the 2019 IPO Market](https://harnessprod.wpenginepowered.com/wp-content/uploads/2019/07/Cheddar-Logo-300x64.png)
Cheddar TV — January 3, 2020
What Airbnb and Doordash Can Learn From the 2019 IPO Market
![Financial Mistakes to Avoid in 2020](https://harnessprod.wpenginepowered.com/wp-content/uploads/2019/07/Cheddar-Logo-300x64.png)
Cheddar TV — December 16, 2019
Financial Mistakes to Avoid in 2020
![The Bank of Mom and Dad is ‘the seventh-largest lender’](https://harnessprod.wpenginepowered.com/wp-content/uploads/2019/05/Yahoo-Finance-300x102.png)
Yahoo Finance — November 18, 2019
The Bank of Mom and Dad is ‘the seventh-largest lender’
![How Three FinTech Startups Are Disrupting Retirement Planning, Blending Human And Tech](https://harnessprod.wpenginepowered.com/wp-content/uploads/2018/12/forbes-logo-png-transparent-1-300x112.png)
Forbes — October 20, 2019
How Three FinTech Startups Are Disrupting Retirement Planning, Blending Human And Tech
![David Snider, founder and CEO of Harness Wealth, discusses an Airbnb public debut and the overall IPO landscape](https://harnessprod.wpenginepowered.com/wp-content/uploads/2019/07/Cheddar-Logo-300x64.png)
Cheddar TV — October 18, 2019
David Snider, founder and CEO of Harness Wealth, discusses an Airbnb public debut and the overall IPO landscape
![Choosing a financial advisor? Here are three questions you need to ask](https://harnessprod.wpenginepowered.com/wp-content/uploads/2019/07/Fox-Logo-Blue-1-300x146.png)
Fox Business — October 17, 2019
Choosing a financial advisor? Here are three questions you need to ask
![Why Harness Wealth’s founder says WeWork’s IPO valuation slashed below $15B is ‘an outlier’](https://harnessprod.wpenginepowered.com/wp-content/uploads/2019/01/CNBC-300x46.png)
CNBC — September 13, 2019
Why Harness Wealth’s founder says WeWork’s IPO valuation slashed below $15B is ‘an outlier’
![WeWork Makes Changes, Investing in Global Disruption](https://harnessprod.wpenginepowered.com/wp-content/uploads/2019/06/bloomberg-2.png)
Bloomberg Business Week Podcast — September 13, 2019
WeWork Makes Changes, Investing in Global Disruption
![Harness Wealth’s David Snider on the busy IPO market](https://harnessprod.wpenginepowered.com/wp-content/uploads/2019/01/CNBC-300x46.png)
CNBC — September 11, 2019
Harness Wealth’s David Snider on the busy IPO market
![What Is Machine-Read Analyst Sentiment?](https://harnessprod.wpenginepowered.com/wp-content/uploads/2019/09/WSJ-300x196.png)
Wall Street Journal — September 8, 2019
What Is Machine-Read Analyst Sentiment?
![The net worth it takes at every age to be richer than most people you know](https://harnessprod.wpenginepowered.com/wp-content/uploads/2019/08/business-insider-1-300x137.png)
Business Insider — August 21, 2019
The net worth it takes at every age to be richer than most people you know
![5 Things to Watch For as You Read WeWork’s IPO Filing](https://harnessprod.wpenginepowered.com/wp-content/uploads/2019/01/Fortune-300x70.png)
Fortune — August 14, 2019
5 Things to Watch For as You Read WeWork’s IPO Filing
![Compass’ ex-CFO just launched wealth-tech startup Harness Wealth. Here’s how it’s helping advisers battle Betterment and Wealthfront for trillions in millennial and Gen-X assets.](https://harnessprod.wpenginepowered.com/wp-content/uploads/2019/08/business-insider-1-300x137.png)
![Reduce Anxiety Around Your Finances Through Microsteps](https://harnessprod.wpenginepowered.com/wp-content/uploads/2018/12/thrive-global-300x154.png)
Thrive Global — July 31, 2019
Reduce Anxiety Around Your Finances Through Microsteps
![The Wealth Management Matchmaker Pairing Clients with Advisers](https://harnessprod.wpenginepowered.com/wp-content/uploads/2019/07/Cheddar-Logo-300x64.png)
Cheddar — July 9, 2019
The Wealth Management Matchmaker Pairing Clients with Advisers
![Focusing on Gen X investors](https://harnessprod.wpenginepowered.com/wp-content/uploads/2019/07/Reuters-300x82.png)
Reuters — July 8, 2019
Focusing on Gen X investors
![Fintech referral platform eyes Gen X clients](https://harnessprod.wpenginepowered.com/wp-content/uploads/2019/07/FinancialPlanning-Logo-Blue-1-300x33.png)
Financial Planning — July 5, 2019
Fintech referral platform eyes Gen X clients
![Why More Gen Xers Prefer Professional Financial Advice](https://harnessprod.wpenginepowered.com/wp-content/uploads/2019/06/FinancialAdvisor-2-300x212.png)
Financial Advisor Magazine — June 25, 2019
Why More Gen Xers Prefer Professional Financial Advice
![Harness Wealth Wants to Be Advisors’ Digital Matchmaker](https://harnessprod.wpenginepowered.com/wp-content/uploads/2019/06/Wealthmanagement.com-2-300x51.png)
Wealthmanagement.com — June 25, 2019
Harness Wealth Wants to Be Advisors’ Digital Matchmaker
![Harness The Full Potential of Your Wealth: Interview With David Snider, CEO of HarnessWealth](https://harnessprod.wpenginepowered.com/wp-content/uploads/2019/06/TechBullion-300x87.png)
TechBullion — June 25, 2019
Harness The Full Potential of Your Wealth: Interview With David Snider, CEO of HarnessWealth
![Harness Wealth’s David Snider on FOX Business’ FBN AM](https://harnessprod.wpenginepowered.com/wp-content/uploads/2019/07/Fox-Logo-Blue-1-300x146.png)
Fox Business AM — June 20, 2019
Harness Wealth’s David Snider on FOX Business’ FBN AM
![Company Changes After IPO](https://harnessprod.wpenginepowered.com/wp-content/uploads/2019/06/bloomberg-2.png)
Bloomberg Radio — June 10, 2019
Company Changes After IPO
![The Biggest Mistakes People Make with Tech Stocks](https://harnessprod.wpenginepowered.com/wp-content/uploads/2019/05/Yahoo-Finance-300x102.png)
Yahoo Finance — May 6, 2019
The Biggest Mistakes People Make with Tech Stocks
![Pinterest’s IPO minted instant millionaires, but for many employees there is a catch](https://harnessprod.wpenginepowered.com/wp-content/uploads/2019/01/CNBC-300x46.png)
CNBC — April 23, 2019
Pinterest’s IPO minted instant millionaires, but for many employees there is a catch
![Meet the VC who is turbocharging seed investing](https://harnessprod.wpenginepowered.com/wp-content/uploads/2019/01/Pitchbook-Data-300x46.png)
PitchBook — January 17, 2019
Meet the VC who is turbocharging seed investing
![How The Family Office Model Can Differentiate Your Practice With David Snider](https://harnessprod.wpenginepowered.com/wp-content/uploads/2019/02/The-Resilient-Advisor-Logo-300x155.png)
The Resilient Advisor — January 15, 2019
How The Family Office Model Can Differentiate Your Practice With David Snider
![Salesforce’s Marc Benioff unplugged for two weeks, and had a revelation that could change the tech industry](https://harnessprod.wpenginepowered.com/wp-content/uploads/2019/01/CNBC-300x46.png)
![Harness Wealth Raises $4M to Bring Wealth Management Solutions to This Target Market](https://harnessprod.wpenginepowered.com/wp-content/uploads/2018/12/alley-watch-300x77.png)
Alley Watch — December 15, 2018
Harness Wealth Raises $4M to Bring Wealth Management Solutions to This Target Market
![Term Sheet](https://harnessprod.wpenginepowered.com/wp-content/uploads/2019/01/Fortune-300x70.png)
Fortune — December 14, 2018
Term Sheet
![Slackers no more: Ex-Compass CFO wants to help Gen X manage their parents’ estates](https://harnessprod.wpenginepowered.com/wp-content/uploads/2018/12/fast-company-300x45.png)
Fast Company — December 13, 2018
Slackers no more: Ex-Compass CFO wants to help Gen X manage their parents’ estates
![The Thrive Questionnaire with David Snider](https://harnessprod.wpenginepowered.com/wp-content/uploads/2018/12/thrive-global-300x154.png)
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
![Is Another Half Trillion Dollars Up For Grabs In 2020?](https://harnessprod.wpenginepowered.com/wp-content/uploads/2018/12/forbes-logo-png-transparent-1-300x112.png)
January 30, 2020
Is Another Half Trillion Dollars Up For Grabs In 2020?
![When Recession Returns, Will You Be Ready?](https://harnessprod.wpenginepowered.com/wp-content/uploads/2018/12/forbes-logo-png-transparent-1-300x112.png)
November 3, 2019
When Recession Returns, Will You Be Ready?
![How tax planning can help startup entrepreneurs and employees make more money in an exit](https://harnessprod.wpenginepowered.com/wp-content/uploads/2018/12/forbes-logo-png-transparent-1-300x112.png)