VP of Product at Addepar, Dwight Clancy, Joins Harness Wealth to Lead Product

New York, NY – October 8, 2019: Harness Wealth, a New York-based start-up that is building the future of wealth management, announced today it is adding another industry leader to its highly experienced team of entrepreneurs and financial services veterans. Dwight Clancy, who previously served as VP of Product at Addepar, a leading wealth management platform for financial advisors, joins Harness Wealth as its Head of Product. Clancy, who has an extensive background in the development of financial data platforms, portfolio analytics, and digital client communication and reporting, will be leading the product strategy and development for Harness Wealth, and growing its product division.

“I am thrilled to join the team at Harness Wealth” says Clancy, “After leading product teams at top financial technology companies I was drawn to the strength of the founding team and the vision they have for democratizing access to holistic wealth management for millions of people.

Clancy spent nearly five years at Addepar, during which time he helped to scale the company’s platform and more than quadruple its assets under management from $300 billion to over $1.3 trillion. He also led the development of Addepar’s enterprise offering to serve some of the largest wealth management companies in the United States, including Morgan Stanley PWM, AB Berstein, and Dynasty Financial Partners.

Prior to Addepar, Clancy worked in product development at Glass Lewis, the leading independent provider of corporate governance solutions where he built products to assist institutional investors in engaging with their portfolio companies.

Founded by entrepreneurs and financial service veterans David Snider and Katie Prentke English, Harness Wealth provides consumers with a holistic and personalized wealth planning solution through its combination of proprietary technology and top human advisors.

“Dwight brings to Harness Wealth an incredible ability to understand client needs, complex systems and intuitive design to develop technology to power financial decision-making. We feel fortunate to have this great fintech leader joining our team,” says David Snider, Harness Wealth Founder & CEO.

 

About Harness Wealth

Founded in 2018, Harness Wealth is dedicated to helping clients unlock financial opportunity to achieve their best financial future through a holistic and personalized approach. We provide a unified data platform that enables clients to manage their financial picture. We then pair them with a highly curated set of top tax, financial and legal advisers, and power those ongoing relationships with our proprietary technology.

Harness Wealth has assembled an elite team of entrepreneurs, financial service veterans and industry experts. Its team includes engineers from Kensho, TD Ameritrade, Oscar Health, and Goldman Sachs, while its investors include Bain Capital Ventures, Sinai Ventures, and Marc Benioff’s Family Office. Harness Wealth’s Advisory Council includes industry veterans such as Maliz Beams, former CEO of Voya Financial, and John Koskinen, former Commissioner of the IRS.

Learn more at www.harnesswealth.com