#142 How Tech Is Reinventing the CPA–Client Relationship w/ David Snider, Founder & CEO, Harness Wealth
Episode description
David Snider (https://www.linkedin.com/in/sniderdavida/) is the Founder & CEO of Harness Wealth, a platform that pairs modern tax software with a curated marketplace of elite CPAs, financial advisors, and trust-and-estate professionals. After stints at Bain Capital and Compass—where he helped raise $300 M and reach a $1.8 B valuation—David set out to fix the fragmented tax experience for equity owners and growing businesses.
In this episode, Chris and David cover:
Why most founders miss huge tax-planning opportunities—and how Harness closes the gap
The tech stack that lets CPAs spend less time chasing documents and more time advising
Harness’s marketplace model: matching clients to vetted specialists without big-firm markups
Lessons from Bain & Compass on scaling trust-based advisory businesses
Connect with David & Harness Wealth:
Website: https://www.harness.co
LinkedIn: https://www.linkedin.com/in/sniderdavida/
X: https://x.com/davidsniderhw
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