Get Started

Get personalized tax and financial advice on your equity decisions

Join thousands of founders, early employees, and investors who use Harness Wealth to find equity focused tax and financial advisors and insights in minutes.

Our clients work at

Bring your equity to life

Harness advice considers your full portfolio, including your ISOs, in addition to your personal and professional goals. Get the best tax and financial advice exactly when you need it.

early employee tracking net worth, equity vesting, and assets & debts

Specialized tax advisors and financial planners who understand your equity

No more generic advice. We’ll recommend tax and financial advisors with experience working with IPOs, ISOs, NSOs, RSUs and QSBS. Personally vetted by Harness.

Our advisor evaluation process

Tax planning for ISOs

Human assistance, powered by tech

You are in great hands with your expert Concierge team:

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

Get help with exercise strategies, tax projections, and AMT

Advisor marketplace

Tax and financial advisors tailored to you.

Equity tax advisor
Beta: sale scenarios

Project exercise & sale scenarios for IPOs

Taxes on Exercising ISOs and selling in an IPO
Beta: balance sheet

See equity as part of your overall financial picture

graph of personal balance sheet including IPO sale of stock options
as featured in