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A platform for tax and financial advice tailored to you

Discover and work with advisors who have experience in your specific situation, including knowledge about company equity, small business, and crypto.

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Collaborating with your advisors, made easy

  • Secure, digital client portal

  • Proactive email notifications

  • Centralized tax & financial doc storage

  • Shared household accounts

Invited to Harness by your advisor?

Bring your finances to life

Using our tools, you can capture 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.

tax advice for a company acquisition and buying a home

Advisors who just get equity and businesses

No more generic advice. Find tax and financial advisors with experience working with acquisitions and IPOs, stock options, RSUs, and QSBS. Personally vetted by Harness.

Our advisor evaluation process

tax planning for founding a company

Meet your Harness Concierge

The Harness Concierge are not just real humans, they’re a highly-qualified team with experience in advisory services and they are dedicated to helping you have a seamless experience.

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 taxes from exercising or selling stock options

Beta: balance sheet

See equity as part of your overall financial picture

graph of personal balance sheet including IPO sale of stock options
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