How Harness Wealth works
Track your finances, including ISOs and NSOs, in a single place. Connect with equity focused financial and tax advisors. Get data-driven tax insights on what to do next. Harness helps you make the best tax and financial decisions for future-you.
Track your finances, including ISOs and NSOs, in a single place. Connect with equity focused financial and tax advisors. Get data-driven tax insights on what to do next. Harness helps make the best tax and financial decisions for future-you.
Tell us about you and your plans
Fill out the 5-minute questionnaire that is designed to capture your holistic financial picture, including your current milestones, asset makeup, and future goals so we can tailor your experience.
Fill out the 5-minute questionnaire that is designed to capture your holistic financial picture, including your current milestones, asset makeup, and future goals so we can tailor your experience.
Find equity services & tax advisors who get you. Instantly.
Based on your profile, our tech will recommend tax, financial, or estate services and advisors who have experience with clients like you. Your (human) Concierge is standing by to answer questions and schedule introductions as soon as you are ready.
Learn more about our advisor marketplace.
Based on your profile, our tech will recommend tax, financial, or estate services and advisors. Your (human) Concierge is standing by to answer questions and schedule introductions as soon as you are ready.
Learn more about our advisor marketplace.
Securely connect and analyze your finances, including your equity, in one place
Harness aggregates the full range of assets: from shares and stock options to real estate and savings (crypto coming soon). Connect instantly. Store data securely. Uncover personalized equity tax strategies and tax advisory services.
Harness aggregates the full range of assets: from shares and stock options to real estate and savings (crypto coming soon). Connect instantly. Store data securely. Uncover personalized equity tax strategies and tax advisory services.
Optimize your equity tax strategy with tax scenarios
IPO? Acquisition? ISOs? 83(b) Election? Get answers to your equity questions. Harness equity insights allow you to project profit and tax scenarios based on your unique financial picture and equity liquidity possibilities.
IPO? Acquisition? ISOs? 83(b) Election? Get answers to your equity questions. Harness equity insights allow you to project profit and tax scenarios based on your unique financial picture and equity liquidity possibilities.
