The Wealth Management Matchmaker Pairing Clients with Advisers

Wealth management is entering the digital age, and while many people want the convenience and innovation that tech companies are bringing to personal finance, many still seek the human touch that advisers bring to the table. David Snider, Founder and CEO of Harness Wealth, a New York-based wealth-tech business providing individuals access to financial advice, joined Cheddar to discuss the future of private wealth management.
We use cookies and similar technologies on this site to collect identifiers, such as IP address, and cookie and device IDs as described in our Privacy Policy.