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The pathway to achieve your best financial future

The pathway to achieve your best financial future

Our approach is holistic and personalized. We provide clients with a platform to build and refine their personal profile, including their individual balance sheet and financial opportunity outlook. This enables them to manage their financial picture. Utilizing that profile, we also help clients find the best set of advisers. Our proprietary algorithm leverages our clients' profiles to pair them with a highly curated set of top tax, financial and legal advisers that best fit their unique needs. Finally, we provide clients with ongoing insights and tools to help them maximize their financial wellbeing.

Senior Product Designer

Senior Product Engineer

David Snider

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Founder @harness-wealth-deleted XiR@ Bain Capital Ventures. Former COO/CFO @Compass, scaled company from pre-revenue to $1.8B valuation
Total raised

$4M

Funded over

1 round

Latest round

Seed (Dec 2018)