Financial and Tax Advising for VCs
Harness Wealth can refer you to top financial and tax advisory firms to manage stock sales and tax planning throughout the year.
Harness Wealth can refer you to top financial and tax advisory firms to manage stock sales and tax planning throughout the year.
Do more with your finances
A sophisticated financial strategy across investments, tax, and estate planning.
Your time is valuable
A thoughtful, seamless online firm evaluation process and concierge service.
Relevant personal advising
Experienced advisory firms who know the tech industry and your goals.
How it works
Harness Wealth has curated the best advisory firms from the Bay Area, NYC, and across the country. We refer you to the ones with specialized experience to suit your needs and provide a modern, digital evaluation process to help you in your search.
Advisors tailored to your needs
All of our advisory firms are hand-picked based on over 120 attributes so you know you’re selecting from among the best. Learn more about our advisor marketplace here.
Get started
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CREATE YOUR PROFILETell us your goals, preferences, and milestones.
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RECEIVE RECOMMENDATIONSWe’ll guide you to the best financial and tax services and advisors based on your profile.
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MEET WITH ADVISORSHave complimentary consultations over video, phone, or in person to decide which advisor(s) are the best fit.
1:1 Equity Tax Planning Session
Evaluate tax optimization strategies including 83(b) and 83(i) elections and borrowing against your equity and QSBS.
Schedule a personal one-hour virtual meeting with a Harness Tax CPA to talk through any questions you may have about how to manage your holdings and overall tax strategy. $500 for 1-hour session
Evaluate tax optimization strategies including 83(b) and 83(i) elections and borrowing against your equity and QSBS.
Schedule a personal one-hour virtual meeting with a Harness Tax CPA to talk through any questions you may have about how to manage your holdings and overall tax strategy. $500 for 1-hour session
Happiness Guarantee
We know that the best, most effective partnerships happen when you feel comfortable and confident in your advisor’s work. Our happiness guarantee makes sure everyone finds the right firm.
You can receive a refund of your firm fees if you are dissatisfied with your advisory firm after the first year. Terms and conditions apply.*
*To qualify for the advisory fee credit, the individual must formally retain a Certified Public Accountant and/or a Financial Advisor on the Harness Wealth platform for a minimum of one calendar year. The offer can only be applied to advisory fees for firms based in the United States. Harness Wealth will refund fees that qualify up to a total of $10,000. The offer does not apply for Certified Public Accountant fees for tax return preparation and filing that was executed. Harness Wealth will provide the credit directly to the customer upon proof of fees paid. This credit is not transferable. Only one credit per household.