Harness Wealth

SEPTEMBER 3, 2024

FOR IMMEDIATE RELEASE NEW YORK, NY — September 3, 2024: Harness , a New York-based fintech startup that seeks to make bespoke tax & financial advice accessible to more households, is excited to announce the appointment of Will Bressman to its Board of Directors.

Financial Advice 52

Financial Advice Financial Services Startup Compliance 52

Darrow Wealth Management

NOVEMBER 17, 2022

A tech employee at a startup has stock options. Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor in Boston and Needham, MA. We specialize in financial planning for an IPO, acquisition, or sale of a private business. Excluding any improvements they made to the home, realtor fees, etc.,

Taxes 111

Taxes Wealth Management Tax Planning Planning 111

The Big Picture

MAY 7, 2024

She’s also involved with wealth.com, and I could, I could give you a long list of all the things she’s, she’s done Kahoot, super telly, just all, all these really fascinating startups. So I, you know, I, I learned so much and Microsoft was like a startup inside of a big company for me. Like that was the hot thing.

Startup 147

Startup Advertising Engineering Numbers 147

International College of Financial Planning

MARCH 31, 2023

Technology and Innovation in Finance: The rise of fintech startups has disrupted the traditional banking industry, with many new players emerging to offer innovative financial services. AI-powered tools can help financial institutions identify fraud, automate routine tasks, and provide personalized financial advice to customers.

Startup 52

Startup Financial Services Banking Compliance 52

Harness Wealth

DECEMBER 14, 2022

In our search for an independent director, we sought an individual who would bring an operator’s perspective to assist us in building a category-defining business in the financial technology space. As an executive at LearnVest, Stephany helped pioneer a new model for the delivery of financial advice.

Certified Financial Planner 52

Certified Financial Planner Tax Planning Taxes B2B 52

Yardley Wealth Management

FEBRUARY 11, 2025

Key Takeaways on Credit Scores Building a Successful Local Business: RD’s Total Lawn From Side Hustle to Success Keys to Business Growth Building a Strong Company Culture Advice for Aspiring Entrepreneurs Final Thoughts The Quest for a Perfect Credit Score: Is It Worth It?

Wealth Management 52

Wealth Management Communication Engineering Estate Planning 52

Harness Wealth

JUNE 9, 2023

Maximizing returns on startup equity Financial planning becomes especially critical for those involved with startups—whether you’re an employee with equity compensation, an investor, or a startup founder. Please note that the following is for informational purposes only and that this is not financial advice.

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Steve Sanduski

OCTOBER 23, 2024

Why AI can help with rote tasks like note-taking and compliance, but not with complex human-to-human financial advice. When I was a startup, I did everything. Using comp structure to encourage collaboration rather than competition among advisors. The book is fun, but it’s not John Grisham.”

Clients 59

Clients Financial Planning Retirement Planning 59

Harness Wealth

MAY 25, 2023

A fee-based advisor, on the other hand, can also receive commissions on certain financial products they sell, besides the fees paid by clients. How Much Should I Expect to Pay for Financial Advice? The cost of financial advice varies based on the advisor’s fee structure and the complexity of your financial situation.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

The Big Picture

OCTOBER 19, 2022

It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. So it was really, really fun startup, very collaborative, felt like a family. Providing advice, if you think about driving investor outcomes, we have great low cost product. And it’s financial advice.

Clients 286

Clients Financial Advisor Taxes Investing 286

Darrow Wealth Management

NOVEMBER 5, 2024

If you invested in a startup or small business (founders, employee exercise of stock options, business owner), you need to know about qualified small business stock. It is not personal legal/tax/financial advice or an exhaustive discussion of the exclusion. The potential tax savings simply cannot be understated.

Taxes 73

Taxes Wealth Management Tax Planning Assets 73

The Big Picture

APRIL 25, 2023

With us, the law firm is basically a customer of MarketCounsel for a lot of our startup work. For most of the clients that come to us for startup work, right? And so, you can decide that you want to sever your employment and then begin the startup work, but that’s not tenable — RITHOLTZ: Right. RITHOLTZ: No clue.

Compliance 162

Compliance Clients Wealth Management Management 162

Sara Grillo

AUGUST 26, 2024

-Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way.

License 52

License Certified Financial Planner Financial Advisor CFP 52

Sara Grillo

APRIL 10, 2023

-Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way.

Investing 52

Investing Investments CFP License 52

Harness Wealth

APRIL 29, 2025

This structure enables you to start serving clients promptly without navigating complex formation requirements or incurring significant startup costs. A single oversight in tax preparation could potentially trigger claims that put personal assets at risk without proper structural safeguards.

Taxes 52

Taxes Compliance Distribution License 52

The Big Picture

MAY 16, 2023

So the smartest thing I ever did in this where Social Leverage started is I took everything I made and just redistributed it to everybody I saw doing a startup around … RITHOLTZ: Just every company. So to think that… RITHOLTZ: This is not financial advice, you can say it on the air. LINDZON: This is not financial advice.

Media 290

Media Investing Investments Valuation 290