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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.

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Collaborating with your advisors, made easy

  • Secure, digital client portal

  • Proactive email notifications

  • Centralized tax & financial doc storage

  • Shared household accounts

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Simplify your finances,

maximize your results

Work with advisors who 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.

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Bring your finances to life

Using our tools, you can capture your full portfolio, goals, and life milestones so you can make the right decisions and find the right services at the right time for you.

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tax advice for a company acquisition and buying a home

All with Harness Concierge built in

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.

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