To make the advisory process seamless and insightful — and to power modern, valuable client experiences.
Harness is transforming the advisory model by combining the expertise of tax and financial professionals with advanced technology tools to create a more efficient, flexible, and insightful experience.
Great advice should scale without losing the person behind it.
Modern financial lives — equity comp, businesses, multiple entities, trusts — have outgrown the once-a-year tax appointment. The answer isn’t replacing advisors with software. It’s giving them leverage.
People first
A real advisor owns the relationship and the judgment. Technology handles the busywork, never the trust.
One system
Intake to filing to advisory on a single operating system — every entity, document, and deadline in one place.
Compounding advice
Every hour the platform saves goes back into planning ahead — the multi-year strategy clients actually pay for.
From marketplace to operating system.
Harness started as a marketplace: match people whose taxes had outgrown a single form with advisors screened across 120+ attributes. That matching engine still brings clients in the front door every day.
But the bigger problem was behind the advisor — practices running on four disconnected tools, drowning in compliance work. So we built the operating system: AI tax prep, concierge support, one data layer for every entity and return, and a national back-office. Established firms now run on Harness, some as partners, some as part of the company.
The marketplace
Vetted advisor matching for equity owners, business owners, and complex households.
The platform
Client portal, documents, and workflows — the whole engagement in one place.
The operating system
AI prep, concierge, and a national back-office powering established CPA firms.
Built by people from finance, technology, and tax.
Operators and advisors who’ve lived both sides of the problem.
Guided by people who’ve run the institutions.
The Council developed the screening process for the firms we recommend and pressure-tests how we serve clients.
Commissioner of the IRS, 2013–2017. Former non-executive chairman of Freddie Mac.
Senior Director at Goldman Sachs. Board member at Amazon and Pepsi Co.
Former CEO of Voya Financial Retirement Solutions and President & CEO of TIAA-CREF Individual & Institutional Services.
Professor and Senior Associate Dean for Executive Education at Harvard Business School.
Our Council does not provide investment advice to clients.
Our Investors
Harness is backed by leading venture and growth investors in fintech, wealth management, and financial infrastructure.
Work with an advisor who gets your situation.
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