Personalized advice on 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 Advisor
Tax Advisor
Estate Attorney
Financial Advisor
Tax Advisor
Estate Attorney
Financial Advisor
Tax Advisor
Bring your equity to life
We consider your full portfolio, goals, and life milestones to help you make the right decisions and find the right services at the right time for you.
We consider your full portfolio, goals, and life milestones to help you make the right decisions and find the right services at the right time for you.
Specialized advisors who get you and your equity
No more generic advice. We’ll recommend top-tier advisors, personally vetted by the Harness team and thousands of other builders just like you.
No more generic advice. Top-tier advisors, personally vetted by the Harness team and thousands of builders just like you.
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
You are in great hands. Your concierge team is available to help navigate your advisory questions and introduce you to advisors. Plus, they will coordinate advisor access to your profile for truly personalized advice.
AS FEATURED IN
IPOs, Acquisitions, and SPACs 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 EventsHow advisory firms can help you
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TAX FIRMSPlan ahead for an atypical tax bill in an atypical year and run projections of various tax scenarios.
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FINANCIAL ADVISORY FIRMS
Diversify your holdings and calculate when to exercise options and/or sell shares.
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TRUST & ESTATE FIRMS
Plan ahead for your family and maximize your assets across generations.
