How The Family Office Model Can Differentiate Your Practice With David Snider
David Snider came on The Resilient Advisor Podcast to discuss how financial advisors can differentiate themselves by integrating tax and legal services in the client experience.
If you are interested in learning more about the Harness Wealth platform email email@example.com or visit www.harnesswealth.com.
Connect With David
About David Snider
David Snider is the Founder & CEO of Harness Wealth, a financial technology company
with a mission of helping people reach their best financial future. The business provides a
unified data platform for people to identify opportunity, optimize their wealth and
connect with a highly curated set of top advisors across financial, tax and legal.
David incubated Harness Wealth as an executive-in-residence at Bain Capital Ventures.
Previously he served as COO & CFO of Compass, a real estate tech company that he
helped grow from pre-launch to a valuation of $1.8 billion. David was an investor at Bain
Capital private equity, where he completed investments worth over $2 billion as well as
the IPO of Sensata on the NYSE. He is the author of Money Makers: Inside the New
World of Finance and Business published by Macmillan. David received an M.B.A. from
Harvard Business School and a B.A. from Duke University.