Personalized advice on complex equity decisions

Harness Wealth helps tech founders, employees, and investors find and evaluate top-tier advisory firms.

GET STARTED How it Works

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

Our clients work at

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Avoid costly mistakes and outdated, generic advice.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

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 Events

Opportunities during liquidity events

TAX FIRMS
Plan ahead for an atypical tax bill in an atypical year and run projections of various tax scenarios.
FINANCIAL ADVISORY FIRMS
Diversify your holdings and calculate when to exercise options and/or sell shares.
TRUST & ESTATE FIRMS
Plan ahead for your family and maximize your assets across generations.