The modern solution to equity advice for startups
Harness for Employers is a HR financial wellness program for tech companies. We connect your employees to high-quality, human advice for their equity.
Harness for Employers is a HR financial wellness program for tech companies. We connect your employees to high-quality, human advice for their equity.
A single platform to connect employees with
tax, financial, and legal advice
Quality education and tools
From content to webinars to modern equity tools, like an equity tax calculator, our equity experts have curated the education employees need to tackle hard decisions and identify key opportunities.
Flexible services and prices
We have personalized solutions for those early in their career or further along. When you partner with Harness, your employees will receive exclusive, accessible pricing.
Advisor marketplace for every need
We are the only service offering that combines financial, tax, and estate planning for your employees in a single marketplace.
We work with thousands of startup employees at every major milestone
IPO or tender offer
- Plan & project exercise and sale scenarios
- Understand AMT, capital gains, and ordinary income taxes
- Anticipate Q’s on grants, tax treatment, and financing
Acquisition or SPAC
- Navigate short acquisition timelines
- Reduce unnecessary tax burden
- Anticipate Q’s on acquisitions, grants, timelines, and taxes
Early stage company
- Equity education for new or current employees
- Plan ahead to capture tax benefits
- Empower employee ownership & equity literacy
- Avoid costly mistakes with early advice
General financial and tax planning
- Benefit of financial and tax advice
- Attract new talent and retain existing
- Create a culture of ownership & empowerment
- Avoid costly mistakes with early advice
How our Harness for Employers program works
We’re listening. Tell us what you’re looking for.
Send us an email to partnerships@harnesswealth.com with your company name and contact details. Our Partnerships team will set up a call to discuss your needs.
We’ll bring customized employee education to you.
We will bring webinars, presentations, tools, and content directly to your employees for a competitive fixed price.
Connect your employees with tailored advice.
Customize your employee benefit to work for employees at all levels. Provide free equity sessions or discounted service rates. We’ll make the rollout painless with a custom referral code for employees to use.
We are experts in equity & liquidity events
We are built by entrepreneurs, for entrepreneurs. We have deep experience working with companies ahead of liquidity events.
Company Changes After IPO
Episode 490 Katie English from Harness Wealth
Learn more about what Harness could bring to your company.
Send an email to partnerships@harnesswealth.com and we will respond within 24 hours.
1-on-1 Equity Tax Planning Sessions
A virtual, one-hour tax planning session with a tax advisor experienced in equity.
A virtual, one-hour tax planning session with a tax advisor experienced in equity.
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Answers to specific equity questions
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personalized tax projections
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Multi-year planning
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$250 per session
Meet advisors that get you and your equity
Harness Tax is a group of equity-focused tax advisors dedicated to bringing great advice to company builders, like you. Meet our advisors running 1:1 Equity Tax Planning Sessions:
Sam Boehr
“I believe providing a high level of service on complex tax planning issues gives clarity and eases anxiety for clients worried about a specific tax event. I really enjoy when a client walks away saying thank you and the session was really helpful for them in understanding their tax situation.”
Kelley Maddox
“I really enjoy helping my clients with their equity questions and creating a personalized tax plan. It’s important to ensure they’re equipped with all the information they need to make choices that support their future goals.”
Doug Waite
“Equity compensation requires the holder to make informed decisions. I enjoy helping clients understand the financial and tax aspects of their equity compensation package so they can make those informed decisions with confidence.”
Cari Manteiga
“Navigating the tax landscape can be overwhelming, especially when it comes to decisions regarding equity compensation. As a trusted advisor, I support my clients with the information they need to plan for a bright financial future.”
Join our newsletter for Employers
A quarterly newsletter for HR teams on financial wellness and tax-related information for the tech industry, with articles that you can pass on to your employees.
Read more about Harness for Employers
Financial Wellness Employee Benefits for Startups
Amidst layoffs and IPOs in 2020, executive teams and HR leaders are reevaluating their benefits offerings in 2021 with a newly critical eye. Is your company’s employee benefit...
Managing Employees Through a Liquidity Event: How HR Can Help with Equity Decisions
This can be an exciting time for your organization, but if you’re a manager or HR leader, it likely means you will be facing a wave of questions from employees throughout the event about what it means for their equity and personal finances.
Advice on Startup Liquidity Mistakes: IPO Experiences with AJ Wealth
Our CEO, David Snider, sat down with Justyn Volesko, J.D., LL.M., Managing Partner at AJ Wealth, to learn more about his business, particularly for clients going through liquidity events, such as IPOs. AJ Wealth is a Wealth Management Firm on the Harness Wealth platform.
*To qualify for the advisory fee credit, the individual must formally retain a Certified Public Accountant, Trust & Estate Attorney, 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. The offer does not apply for Certified Public Accountant fees for tax return preparation and filing or for Trust & Estate Attorney fees for a will 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.