Tax and financial advice on your equity and business decisions
Vetted tax, financial, and estate advisors experienced in company equity and crypto.
Vetted tax, financial, and estate advisors experienced in company equity and crypto.
Bring your finances to life
We consider your full portfolio, including your stock options, crypto, and life milestones to help you find the right tax and financial advice exactly when you need it.
We consider your full portfolio, including your stock options, and life milestones to help you find the right tax and financial advice exactly when you need it.
Advisors who get your equity and your business.
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.
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.
Need help? Our concierge team is here for you.
You are in great hands:
- Real humans to help you navigate your advisory search
- Intros to your selected 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 taxes from exercising or selling stock options
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.”
– David Snider, Founder & CEO