A platform for tax and financial advice tailored to you
Discover and work with advisors who have experience in your specific situation, including knowledge about company equity, small business, and crypto.
Invited by your advisor? Learn more
Discover and work with advisors who have experience in your specific situation, including knowledge about company equity, small business, and crypto.
Invited by your advisor? Learn more
Collaborating with your advisors, made easy
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Secure, digital client portal
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Proactive email notifications
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Centralized tax & financial doc storage
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Shared household accounts
Bring your finances to life
Using our tools, you can capture your full portfolio, goals, and life milestones to help you make the right decisions and find the right services at the right time for you.
Using our tools, you can capture your full portfolio, goals, and life milestones to help you make the right decisions and find the right services at the right time for you.
Advisors who just get equity and businesses
No more generic advice. Find tax and financial advisors with experience working with acquisitions and IPOs, stock options, RSUs, and QSBS. Personally vetted by Harness.
No more generic advice. Find tax and financial advisors with experience working with acquisitions and IPOs, stock options, RSUs, and QSBS. Personally vetted by Harness.
Meet your Harness Concierge
The Harness Concierge are not just real humans, they’re a highly-qualified team with experience in advisory services and they are dedicated to helping you have a seamless experience.
The Harness Concierge are not just real humans, they’re a highly-qualified team with experience in advisory services and they are dedicated to helping you have a seamless experience.
Get help with exercise strategies, tax projections, and AMT
Tax and financial advisors tailored to you.
Project taxes from exercising or selling stock options
See equity as part of your overall financial picture
“…In 2020, ~$5B was left on the table by employees not exercising pre-IPO options. Our tools help users analyze their choices and make better financial decisions – supported by our network of the best advisors in the U.S.”
– David Snider, Founder & CEO