At Harness Wealth, we pair you with advisers who understand your needs

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Total Income
$750K
Investable Assets
$2.5M
Illiquid Assets
$2.4M
Unrealized Value

$K

Based on what you've shared, you could realize up to $105K in additional value

Your Advisers

Pairing Attributes
Business Tax
Impact Investing
Biotech Expertise
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MRA ASSOCIATES

Financial
Planning

  • Private Stock/Options
  • International Taxes
  • Gifting Strategy

Personalized
recommendations with
vetted experts

We conduct extensive due diligence for each adviser and firm on our platform, capturing over 100 attributes for each including track record, fees, and internal governance. Our algorithm then recommends advisers based on this information and your personal profile.

How We Work

The right advisers for every big life moment

With every life change comes new financial opportunities. Get the right advice from the right advisers to optimize your wealth.

View Planning Topics
IF YOU ARE

Selling a Business

  • FINANCIAL ADVISER

    Financial Planning for
    windfall

  • TRUST & ESTATE ATTORNEY

    Re-evaluate or create
    an estate plan

  • CERTIFIED PUBLIC ACCOUNTANT

    Optimize your tax planning

Our platform provides insights on your financial wellbeing

Contextualize Your Wealth

Enter your asset details

Realize More Value

UNREALIZED VALUE

$105K

Based on what you’ve shared, you could realize up to $105K in additional value

Find Your Advisers

Your Advisers

Pairing Attributes
  • Business Tax
  • Impact Investing
  • Biotech Expertise

Schedule a complimentary
adviser consultation

Get Started