Harness Wealth helps tech employees, founders, and investors make financial, tax, and trust & estate decisions related to their equity.

Finance

Harness Wealth

Harness Wealth's headquarters in New York, NY, United States

David Snider

Bhanush Arora

Lauren LaVan

Ante Lucic

Katie Prentke English

The Engineering Team at Harness Wealth develops and maintains the software solutions that empower clients to make informed financial decisions regarding their equity. Comprising skilled Senior Software Engineers and a Technical Lead Engineer, the team focuses on building robust, user-friendly applications and tools that enhance data analytics, optimize financial workflows, and integrate seamlessly with existing financial systems. Their efforts ensure a smooth and efficient experience for tech employees, founders, and investors navigating complex financial landscapes.

Engineering Team

The Finance and Operations Team at Harness Wealth is responsible for optimizing financial processes and ensuring efficient operational practices. Led by the VP of Operations, the team manages tax compliance and strategic financial planning through the expertise of the Tax Manager, while the Business Operations Manager focuses on streamlining workflows and enhancing overall operational efficiency to support client needs.

Finance and Operations Team

This department provides specialized tax services and guidance to clients.

Tax Services

This department oversees the integration and support of client services and IT infrastructure.

Client and IT Services

This department provides strategic oversight and guidance to the organization's initiatives and goals.

Leadership Council

The Leadership Team at Harness Wealth is responsible for setting the strategic direction of the company, driving innovation in financial solutions for tech employees and founders, and ensuring alignment across all departments. This team collaborates on marketing initiatives to effectively communicate the value of their services and enhance client engagement. Through their combined expertise, they aim to empower clients in making informed financial decisions related to their equity.

Harness Wealth

Org chart

Teams

Engineering Team

Finance and Operations Team

Tax Services

Client and IT Services

Leadership Council

Leadership Team

Offices

Harness Wealth

Org chart

Teams

Engineering Team

Finance and Operations Team

Tax Services

Client and IT Services

Leadership Council

Leadership Team

Offices

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