Personalized advice on equity decisions

Harness Wealth helps tech founders, employees, and investors find and evaluate top-tier advisory firms.

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Early Employee

stock options

25,000 shares

Co-founder

illiquid assets

$2,000,000

VC

Investable Assets

$1,300,000

Financial Advisor
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Tax Advisor
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Estate Attorney
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Financial Advisor
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Tax Advisor
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Estate Attorney
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Financial Advisor
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Tax Advisor
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Our clients work at

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.

Our advisor evaluation process

No more generic advice. Top-tier advisors, personally vetted by the Harness team and thousands of builders just like you.

Our advisor evaluation process

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.

Actionable tools to help maximize your equity
Advisor marketplace
Tax, financial, and estate advisors tailored to you.
Beta: sale scenarios
Project exercise & sale scenarios for IPOs
BETA: balance sheet
See equity as part of your overall financial picture

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 Events

How advisory firms can help you

  • TAX FIRMS

    Plan ahead for an atypical tax bill in an atypical year and run projections of various tax scenarios.

  • FINANCIAL ADVISORY FIRMS

    Diversify your holdings and calculate when to exercise options and/or sell shares.

  • TRUST & ESTATE FIRMS

    Plan ahead for your family and maximize your assets across generations.