Owners
History
2021: Attracting Investment from I2BF Global Venture
At the end of June 2021, I2BF Global Ventures, founded by the Russian, invested in the American legal and financial advisory service Enter Harness Wealth, which helps new millionaires and billionaires make reasonable use of the funds received.
The increase in the number of family legal and financial consultations is due to a variety of factors, including the emergence of new millionaire owners of technology startups, as well as the complexity of financial opportunities, which include housekeeping, legal issues, property management, personal investments and charitable enterprises.
New York-based Enter Harness Wealth was founded by David Snider and Katie Prentke English in 2018 to serve people with similar financial difficulties. Snyder held high positions at Bain Capital and Compass, but eventually decided to offer his own solution, combining disparate services such as taxation, real estate management and investment planning into a common package of services.
Prentke English was Nutmeg's marketing director and left this position to work for Enter Harness Wealth. According to her, their service not only helps people find independent investment consultants, but also allows you to assemble a team of professionals from a variety of fields of activity, depending on the needs of the client.
Enter Harness Wealth retains some of the fees that consultants charge for their services. According to Snyder, "Our company can only succeed if customers manage to achieve long-term success through working with consultants on our platform." The company believes it can eventually replace many self-service services such as Personal Capital and Mint. The customer base of Enter Harness Wealth is actively growing and already includes employees of Coinbase, UiPath, Paypal, Snowflake, Doordash and Amazon, as well as partners of venture firms.[1]
Notes
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