Corient is a wealth management firm that provides financial advisory services through a network of expert partners managing $185 billion in client assets.

Corient

Harness Wealth is a platform that connects clients with tax and financial advisors tailored to their specific needs, including expertise in equity compensation and business planning.

Harness Wealth

Corient Private Wealth LLC provides comprehensive wealth management and family office services aimed at managing wealth from a holistic perspective.

Corient Private Wealth LLC

Vesta provides mortgage infrastructure that is data-centric, rules-driven, and extensible. The company focuses on automating task routing and prioritization to improve operational efficiency in mortgage lending.

Metric
Company Name	Corient	Harness Wealth	Corient Private Wealth LLC	Vesta
Symbol
MSH ID	COM:AVALONADVISORS	COM:HARNESSWEALTH	COM:KOREPRIVATEWEALTH	COM:VESTA
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Wealth Management	Financial Technology	Investment Services	Mortgage Technology
Country	US	US	US	US
Stage
Employee Count				479
Website	avalonadvisors.com	harnesswealth.com	koreprivatewealth.com	vesta.com
LinkedIn
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AVAL

COM:AVALONADVISORS

Corient

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