Obermeyer Wood Investment Counsel is an independent registered investment advisor and financial planning firm that provides asset management and advisory services.

Obermeyer Wood Investment Counsel, LLLP

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

Zoe is a modern wealth platform that carefully curates a network of independent, fee-only financial advisors and financial planners across the country. The platform aims to make wealth creation tailored and convenient through innovative technology and exceptional client service.

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Company Name	Obermeyer Wood Investment Counsel, LLLP	Harness Wealth	Zoe Financial
Symbol
MSH ID	COM:OBERMEYERWOOD	COM:HARNESSWEALTH	COM:ZOEFIN
Market	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Investment Management	Financial Technology	Financial Services & Finance
Country	US	US	US
Stage
Employee Count			67
Website	obermeyerwood.com	harnesswealth.com	zoefin.com
LinkedIn			zoe-financial-inc.
Founders

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COM:OBERMEYERWOOD

Obermeyer Wood Investment Counsel, LLLP

Company Overview

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