A collection of screenshots from the Harness tax advisory solutions platform

Reinventing Tax Advisory with Harness for Advisors and $17 Million in New Capital

Today, we’re proud to share the news of our recent fundraising, and unveil a comprehensive tax advisory solutions platform that seamlessly brings together advanced software, an in-house client Concierge team, curated high-value client introductions, and a professional community, all in one place.

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Harness Tax: Choosing the Right Service for Your Unique Needs

Whether you’re planning for an upcoming liquidity event, such as an IPO, or you’re interested in bringing more sophistication to your overall tax strategy, Harness Tax offers a range of services to meet your needs. Have a look at our services below and consider signing up for an account today.

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Stephany Kirkpatrick joins Harness Wealth Board

Stephany Kirkpatrick, Founder & CEO of Orum, joins the Harness Wealth Board

We are thrilled to announce the appointment of Stephany Kirkpatrick, CFPⓇ, Founder & CEO of Orum, to the Harness Wealth Board.

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Harness Tools: Balance Sheet

The first Balance Sheet made for equity owners. Complete net worth tracking, including equity grants, crypto holdings, investment accounts, real estate holdings, and more.

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equity tax insight tool

Harness Tools: Equity Tax Insights

Learn what your equity could be worth based on various exercise/sell strategies. Our Equity Tax Insights tool will project AMT calculations from exercising options and capital gains taxes from selling shares.

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Harness Wealth Team in office

April 2022: What’s new in Harness Wealth?

We’ve been listening to your feedback on how we can improve Harness Tools since we launched in beta last year. Based on your feedback, we’ve released several improvements and more are coming!

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Equity Tools

Harness Equity Tools Launches in Open Beta

We are excited about the release of the newest component to our platform, Harness Equity Tools. This offering moves us closer to our goal of giving builders like you absolute confidence in setting the best path toward your financial future with a comprehensive view of your assets and analyzing the strategic steps to take with your equity. 

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survey showing employer financial benefit survey

Financial Wellness Employee Benefits for Startups

Amidst layoffs and IPOs in 2020, executive teams and HR leaders are reevaluating their benefits offerings in 2021 with a newly critical eye. Is your company’s employee benefit...

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Building a High-Value Marketplace: How Harness Wealth Helps Clients Find Advisory Services

A few years ago, in the ideation phase of Harness Wealth, we knew we wanted to create a next generation financial platform for the next generation of builders: founders, early employees, business owners, and investors. I was able to transfer some learnings from the early and late stage developments at Compass to this new context. 

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Harness Wealth Firm Consultations: What to Expect and Prepare

This guide was created to help Harness Wealth clients understand the consultation process with their recommended firms. As part of your evaluation process, and you should plan ahead for the number of meetings and documents you'll need to prepare for each type of firm consultation, and the factors you'll want to consider in deciding which firm(s) you'd like to move forward with.

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