Tools that put you in control of your finances and startup equity.
Ditch the spreadsheets. Track your assets, like equity and crypto. Get insights on your equity’s potential value and future taxes. All in one simple, elegant dashboard. Our users love it.
Ditch the spreadsheets. Track your assets, like equity and crypto. Get insights on your equity’s potential value and future taxes. All in one simple, elegant dashboard. Our users love it.
Track your finances in one clear, powerful dashboard
Track your net worth, asset allocation, and equity vesting in minutes. Harness combines everything in a clear, modern dashboard. You won’t miss your spreadsheet.
Track your net worth, asset allocation, and equity vesting in minutes. Harness combines everything in a clear, modern dashboard. You won’t miss your spreadsheet.
Add (almost) anything, including your equity and crypto
Instantly connect online institutions using Plaid, crypto wallets using Vezgo, or manually add assets like your equity compensation and real estate holdings.
Hold ISOs, RSUs, or other startup equity? Game out future profits and taxes
Use Harness to project future exercise and sale events. We allow you to run multiple scenarios at once to compare taxes and take-home amounts:
Use Harness to project future exercise and sale events. We allow you to run multiple scenarios at once to compare taxes and take-home amounts:
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Maximize long-term capital gains
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Minimize AMT
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Diversify your concentrated holdings
How our free tools work
You add your assets & debts
Add your assets like banks, equity, crypto and real estate as well as debts like student loans and mortgages with our Assets & Debts tracker.
Harness tracks your trends
Harness combines your assets & debts in one, clear Balance Sheet so you can quickly check in on your net worth, allocation, and equity vesting schedule. Learn more about Net Worth Tracking.
We show you the next best steps
Smart insights on possible financial strategies and tax considerations based on your profile. Learn more about Equity Tax Insights.
Talk with a tax advisor to personalize your equity plan
Sign on for a virtual one-hour tax planning session with a tax advisor experienced in equity.
Sign on for a virtual one-hour tax planning session with a tax advisor experienced in equity.
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Get answers to your specific equity questions
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Project personalized exercising tax scenarios
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Project personalized selling tax scenarios
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Optimize taxes across multiple years
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$250 per session
5-Stars Reviews
“Harness…integrates your tax strategy into your financial plan and lets you communicate with your CPA and manage your tax documents online. Your tax specialist can also help you with topics like crypto…”
“Harness Wealth Helps Next Generation Find Financial Advice Amidst IPO Boom… including Compass, DoorDash, Opendoor, AirBnB, Snowflake, Affirm, and Segment.”
In the news
*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.