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.
Join thousands of founders, early employees, and investors who use Harness Wealth to find equity focused tax and financial advisors and insights in minutes.
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.
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.
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.
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.
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 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
Get help with exercise strategies, tax projections, and AMT
Tax and financial advisors tailored to you.
Project exercise & sale scenarios for IPOs
See equity as part of your overall financial picture
“…In 2020, ~$5B was left on the table by employees not exercising pre-IPO options. Our tools help users analyze their choices and make better financial decisions – supported by our network of the best advisors in the U.S.”