Maximize your financial potential

Get personalized advice about complex decisions on finances and equity. Find and evaluate a top-tier advisory firm with Harness Wealth.

Early Employee, Startup

stock options

25,000 shares

Partner, Venture Capital

investable assets

$1,300,000

Business Owner

tax complexity

3 K-1’s

Financial
Tax
Trust & Estate
Financial
Tax
Trust & Estate
Financial
Tax
Trust & Estate

Capitalize on opportunities

You’ve outgrown generic financial advice and DIY spreadsheets.

Avoid costly mistakes with nuanced financial strategies
across investments, tax, and estate planning, created for you
by experienced firms.

A sophisticated financial strategy across investments, tax, and estate planning

Save $15k in taxes by exercising your ISOs early.

Relevant personal advising

We conduct extensive due diligence on over 120 attributes
to find the best firms in the country to suit your needs,
analyzing service levels, fees, experience, and specialty areas.

Based on your profile, our algorithm will recommend the
services and firms that are most relevant to you. You’ll
work with advisors who understand your industry and
personal preferences.

Experienced advisory firms who know your industry and your goals.

Your time is valuable

Our seamless online search and evaluation process saves
you time and effort.

Receive personal guidance and scheduling help
from our concierge team, at no additional cost.

A thoughtful, seamless online firm search and evaluation process

Expert advising in unprecedented times

New financial opportunities and risks present themselves during major market movements. Get the right advice from experienced advisory firms to optimize your wealth.

How Advising Can Help

Opportunities during market turbulence

  • FINANCIAL ADVISORY FIRMS

    Strategic investment management and tax loss harvesting

  • TAX FIRMS

    Tax filing and strategy for changes in 2020 and beyond

  • TRUST & ESTATE FIRMS

    Planning ahead for your family

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