Get professional help diversifying your equity
When you’re ready to make decisions about your startup equity, we’re here to help. After building a plan, your Wealth Manager will manage your assets — so you have time to focus on what you love. From investments to taxes and insurance, your finances will be in good hands.
When you’re ready to make decisions about your startup equity, we’re here to help. After building a plan, your Wealth Manager will manage your assets — so you have time to focus on what you love. From investments to taxes and insurance, your finances will be in good hands.
We’ll work with you to build a plan. And make it happen.
How it works…
Share your financial picture with a Registered Investment Advisor (RIA) and align on your goals, so they can:
- Put a financial plan into action
- Set allocations for your portfolios, rebalance contributions, consider alternative investments, plan for your estate and retirement
- Help reduce your taxes in years with liquidity though tax-optimized investment strategies, charitable giving, and trust structures
Why you’ll love it…
When you do well, we do well. You can be confident your money is being directed to investments that provide the returns you need to reach your financial goals on time.
A real, human advisor will give you holistic advice on your wealth, covering tax, finances, and estate needs. You’ll get access to new asset classes, preferential access to lending, and custom portfolios. You’ll get advice on everything, but only pay a fee on the assets managed by your advisor.
Ready to take the next step?
Early employees
We can help you borrow money against shares, determine the right time to exercise, manage tax liability, and diversify out of your startup equity.
Founders
A Wealth Manager can help make sure your personal finances are healthy while you grow your business. We’ll create a plan that makes sure you have the necessary income for yourself while you’re building the next big thing.
Investors
The taxes you owe often aren’t equal to the payouts from your fund. Liquidity events are few and far between — we’ll help you manage your overall risk and unique cash flow needs.
Pricing & Details
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Pricing0.6 – 1.5% of managed assets, billed quarterly.
Your intro calls are on the house.
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Frequency
Ongoing. Talk to your Wealth Manager anytime.
5-Stars on Nerdwallet
“Harness advisors offer complimentary consultations so you can get to know a potential firm before committing to them… a proprietary search algorithm and dedicated concierge takes a lot of the uncertainty out of the process”
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Not sure what service is best for you?
Answer a few thoughtful questions and our smart algorithm will recommend the best services for you.
Answer a few thoughtful questions and our smart algorithm will recommend the best services for you.
*NerdWallet issued this rating in October 2022, considering the period of August 2022 – October 2022. Harness Wealth compensates NerdWallet when users of our site have clicked through NerdWallet’s website and create an account with us. NerdWallet is not a client, but a paid referral partner which can influence where and how references to Harness Wealth appear on their website. For additional information related to our referral arrangement click here. For additional information on NerdWallet’s rating methodology click here.