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

Arnerich Massena is an independent investment advisory firm that provides wealth management and endowment services. The firm focuses on portfolio management, investment advisory services, and family office services.

Arnerich Massena

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

Corient

Crosby Advisory Group, LLC provides financial advisory services including investments, insurance, and business growth strategies. The firm self-describes itself as focused on aligning personal and financial goals without maximum risk.

Metric
Company Name	Harness Wealth	Arnerich Massena	Corient	Crosby Advisory Group, LLC
Symbol
MSH ID	COM:HARNESSWEALTH	COM:ARNERICHMASSENA	COM:AVALONADVISORS	COM:CROSBYADVISORY
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Financial Technology	Investment Management	Wealth Management	Investment Advisory
Country	US	US	US	US
Stage
Employee Count
Website	harnesswealth.com	arnerichmassena.com	avalonadvisors.com	crosbyadvisory.com
LinkedIn
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic	1.17K	3
Web Traffic Growth	4.92	-0.99
Valuation
Raised Capital

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Revenue
Revenue (LTM)
Revenue (NTM)
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Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

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Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

HARN

COM:HARNESSWEALTH

Harness Wealth

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio
P/B Ratio
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio
EV Multiple

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Days Sales Outstanding
Days Payables Outstanding
Days Inventory Outstanding
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Cash Conversion Cycle
Asset Turnover

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Free Cash Flow Yield

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Debt to Assets
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Quick Ratio

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Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue
R&D to Revenue
SG&A to Revenue