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Tax and financial advice on your equity and business decisions

Vetted tax, financial, and estate advisors experienced in company equity and crypto.

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Bring your finances to life

We consider your full portfolio, including your stock options, and life milestones to help you find the right tax and financial advice exactly when you need it.

tax advice for a company acquisition and buying a home

Advisors who get your equity and your business.

No more generic advice. Find tax and financial advisors with experience working with acquisitions and IPOs, stock options, RSUs, and QSBS. Personally vetted by Harness.

Our advisor evaluation process

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Need help? Our concierge team is here for you.

You are in great hands with your expert Concierge team:

  • Real humans to help you navigate your advisory questions
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  • Seamless experience: Your concierge & advisor teams have access to your profile & history for truly personalized advice
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Equity tools

Get help with exercise strategies, tax projections, and AMT

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Tax and financial advisors tailored to you.

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Project taxes from exercising or selling stock options

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See equity as part of your overall financial picture

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