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Avoid costly mistakes and outdated, generic advice.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 saves 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 2020

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

    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.

Learn about your financial opportunities

How do your assets compare?

Enter your asset details

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