Join the Harness Marketplace

 

If you’re a tax advisory, financial planning, or wealth management firm, we’d love to partner with you. We look for firms that specialize in services for tech employees, investors, founders and business owners, including support for equity compensation and crypto assets.

About our Marketplace

Our marketplace includes Tax, Financial, and Estate advisors to cover the core pillars of a well-rounded personal finance strategy. We offer our clients access to firms with diverse specialities and transparency into fees.

Our wealth management firms generally have a minimum AUM of $300M. We are also looking to partner with firms that offer standalone financial planning, particularly for first-time clients.

Your questions, answered:

How does the Advisor Marketplace work?

Interested clients fill out a profile with information about the value of their assets and any upcoming events or immediate needs. From there, the Harness algorithm will recommend tax, financial, or estate services and advisors who have experience with similar clients. Our Client Success team helps make introductions between clients and the firms that they’ve shortlisted on their profile.

What are the qualifications that Harness is looking for?

We serve a diverse group of clients and seek similar range in the firms that we add to the marketplace. We know that finding the “best” firm means different things to different clients: small vs. large firms, in-person vs. digitally-forward firms, specialized vs. general service firms, communication style, etc. Our ultimate goal is helping our clients find advisors that are a perfect fit for their needs.

How does the evaluation process work?

We have rigorous evaluation processes for each type of firm on our platform (financial planning, tax, and trust & estate). Each firm is interviewed a minimum of 5 times and screened for over 120 attributes to measure the quality of their services. For more information on our evaluation process, click here.