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.

Get Started How it Works

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

AS FEATURED IN

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

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 advisors to optimize your wealth.

How an Advisor Can Help