Personalized advice on complex equity decisions
Harness Wealth helps tech founders, employees, and investors find and evaluate top-tier advisory firms.
Early Employee
stock options
25,000 shares
Co-founder
illiquid assets
$2,000,000
VC
Investable Assets
$1,300,000
Financial
Tax
Trust & Estate
Financial
Tax
Trust & Estate
Financial
Tax
Trust & Estate
Advice for the next generation
Avoid costly mistakes and outdated, generic advice. Work with
sophisticated, tech-focused firms to create practical strategies
for your equity and overall financial goals.
A sophisticated equity strategy across finances, tax, and estate planning
Save $15k in taxes by exercising your ISOs early.
Exactly what you need
Not sure where to start? Complete a short questionnaire and our
algorithm will recommend specific services and pre-screened
firms that are most relevant to you.
Specific services and firms that are custom to your needs
A productive use of your time
Seamless online search, evaluation, and scheduling with our
Concierge team will save you time and effort today.
Over the course of your lifetime, the right team of advisors
can save you millions in dollars with high-impact decisions
around financial, tax, and estate planning.
A thoughtful, seamless online firm search and evaluation process
IPOs, Acquisitions, and Mergers in 2021
Liquidity events often prompt tax and legal questions that must be addressed proactively to protect and maximize your windfall.
Planning for Equity Liquidity EventsOpportunities during liquidity events
TAX FIRMS
Planning ahead for an atypical tax bill in an atypical year, and developing a charitable giving strategy.
FINANCIAL ADVISORY FIRMS
Diversifying your holdings and calculating when to exercise options and/or sell shares.
TRUST & ESTATE FIRMS
Planning ahead for your family, and maximizing your assets across generations.
AS FEATURED IN
Learn about your financial opportunities
Are you missing opportunities?
UNREALIZED VALUE
$105K
Based on what you’ve shared, you could realize up to $105K in additional value
Which firms are right for you?
Your Firms
Pairing Attributes
- Business Tax
- Impact Investing
- IPO Expertise