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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 make the best tax and financial decisions for future-you.

Equity tax advisor tools

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.

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Equity tax planning

Find equity services & tax advisors who get you. Instantly.

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.

Get your recommendation
fina an equity tax advisor
BETA: Net worth tracking

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.

Learn more about net worth tracking
Balance sheet showing equity, crypto, savings, 401k, and more accounts
BETA: Harness Tax Insights

Optimize your equity tax strategy with tax scenarios

IPO? Acquisition? ISOs? 83b? 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.

Learn more about Tax insights
Equity tax strategies, exercise now or exercise after ipo
Concierge email
Concierge scheduling
Advisor chat

Get a helping hand with Harness Concierge

Tech is great, but sometimes you just need to talk to a human. Concierge is available to answer questions, point you to resources, and set up meetings with our network of advisors - at no cost to you.
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