Harness
HQ Address
32 Avenue of the Americas, Floor 13, New York, NY 10013, United States
Website Address
Business introduction
Personalized advice on complex equity decisions
Harness Wealth helps tech founders, employees, and investors find and evaluate top-tier advisory firms
Our Vision
At Harness Wealth, we’re changing how equity builders access advice to make better financial decisions.
Equity stock options, business ownership, and equity partnerships can transform your financial trajectory, but they also introduce complexity and risk. We’ve experienced this firsthand. We found that guidance on what actions to take, which tech to utilize, and when to use advisors (and which ones) was either opaque or inadequate. Harness Wealth is the solution that helps you connect the dots.
Whether you’re navigating taxes around a liquidity event, crypto sale, or K-1, or determining how those gains factor into a strategic financial plan, we can help you see your financial picture, analyze potential decisions, and seamlessly collaborate with the best advisory firms so that you can move forward efficiently and confidently.
Welcome to Harness Wealth.
Harness Solutions
Harness Wealth
We conduct extensive due diligence for each adviser and firm on our platform, capturing over 100 attributes for each including track record, fees, and internal governance. Our algorithm then recommends advisers based on this information and your personal profile. We curate an expert network In collaboration with our advisory council of former......
