In this episode, I was lucky enough to interview David Snider, founder and CEO of Harness Wealth.

Growing up in Boston, David's early exposure to financial services and an interest in problem-solving shaped his career. After co-founding and helping grow Compass, a major real estate brokerage, he realized that navigating tax and financial complexities was a major challenge for business owners and high-growth employees. His personal experience with a missed tax-saving opportunity underscored the need for better financial advisory services tailored to the next generation of wealth creators.
David explained the unique challenges of launching a two-sided marketplace, balancing the need to attract both financial advisors and high-net-worth clients. He initially leveraged personal connections and digital marketing to onboard advisors while refining the platform’s value proposition. Over time, Harness Wealth shifted focus to providing a technology-driven tax platform that empowers independent advisors to enhance their services.

Watch how David honed his sales skills through hands-on experience, recognizing that success in entrepreneurship often requires stepping outside one’s comfort zone in this episode of The First Customer!

Guest Info:
Harness Wealth
https://www.harnesswealth.com/
David Snider's LinkedIn
https://www.linkedin.com/in/sniderdavida/

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