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 * How It Works
   
   * How It Works
   * How it works
     Getting started with Harness
   * FAQ
     Your frequently asked questions
   * Invited by your tax advisor?
     Find out more about Harness Tax
 * What We Offer
   
   * Harness wealth Advisors
     * Our Marketplace
       Hand-picked financial, tax & estate firms
     * Advisory Services
       Personalized support based on your needs
   * Harness Tools
     * 1-Hour Equity Planning Session
       Project equity taxes with an advisor
     * Net Worth Tracking
       Track all your finances in one place
     * Equity Tax Insights
       Project future tax scenarios
 * Use Cases
   
   * Life milestone planning
     * Getting Married
       Prepare your joint financial strategy
     * Having a Child
       Planning family finances
     * Retirement Planning
       Strategically structure accounts for retirement
   * Equity planning
     * Equity Compensation
       ISOs, NSOs, RSUs, RSAs planning
     * IPO and Acquisition
       Tax and financial planning for liquidity events
     * Starting a Business
       Position your business for success
   * View all
 * For Advisors
   
   * For Tax Advisors
     * Harness for Tax Advisors
       A modern platform for exceptional tax advisors.
     * Time-saving Tech
       Software that saves you time.
     * Concierge Support
       Human support that takes manual tasks off your plate.
     * Client Introductions
       Find the right clients not just more.
     * Community
       Join our growing community.
   * For Financial Advisors
     * Join the Harness Marketplace
       Add your firm to our waitlist
   * Interested in joining Harness?
     Reach out to us today!
 * Blog
   
 * About
   
   * About Harness Wealth
   * The Harness Wealth Team
   * Careers
   * Press

Sign In

Get Started
 * How It Works
   * How it works
     Getting started with Harness
   * FAQ
     Your frequently asked questions
   * Invited by your tax advisor?
     Find out more about Harness
 * What We Offer
   * Our Marketplace
     Hand-picked financial, tax & estate firms
   * Advisory Services
     Personalized support based on your needs
   * 1-Hour Equity Planning Session
     Project equity taxes with an advisor
   * Net Worth Tracking
     Track all your finances in one place
   * Equity Tax Insights
     Project future tax scenarios
 * Use Cases
   * Getting Married
     Prepare your joint financial strategy
   * Having a Child
     Planning family finances
   * Retirement Planning
     Strategically structure accounts for retirement
   * Equity Compensation
     ISOs, NSOs, RSUs, RSAs planning
   * IPO and Acquisition
     Tax and financial planning for liquidity events
   * Starting a Business
     Position your business for success
   * View all
 * For Advisors
   * Harness for Tax Advisors
     A modern platform for exceptional tax advisors.
   * Time-saving Tech
     Software that saves you time.
   * Concierge Support
     Human support that takes manual tasks off your plate.
   * Client Introductions
     Find the right clients not just more.
   * Community
     Join our growing community.
   * Interested in joining Harness Tax?
     Reach out to us today!
   * Join the Harness Marketplace
     Add your firm to our waitlist
 * Blog
 * About
   * The Harness Wealth Team
   * Careers
   * Press
 * Sign Up
 * Sign In

Get Started


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

Get Started How it works

Our clients work at



COLLABORATING WITH YOUR ADVISORS, MADE EASY




 * Secure, digital client portal

 * Proactive email notifications

 * Centralized tax & financial doc storage

 * Shared household accounts




INVITED TO HARNESS BY YOUR ADVISOR?


Learn how it works


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.

Our advisor evaluation process

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.

Our advisor evaluation process




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.


Equity tools


GET HELP WITH EXERCISE STRATEGIES, TAX PROJECTIONS, AND AMT

Learn more about Harness Tools
Advisor marketplace

TAX AND FINANCIAL ADVISORS TAILORED TO YOU.



Beta: sale scenarios

PROJECT TAXES FROM EXERCISING OR SELLING STOCK OPTIONS



Beta: balance sheet

SEE EQUITY AS PART OF YOUR OVERALL FINANCIAL PICTURE



as featured in

HARNESS WEALTH: IPOS AND ACQUISITIONS

“…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

Read More

ABOUT

 * About
 * Careers
 * Press
 * Blog
 * Harness for Employers
 * Terms of Service

RESOURCES

 * Privacy policy
 * Gramm-Leach-Bliley Privacy Notice
 * Form CRS
 * Regulatory Disclosures
 * General Disclosures

CONTACT

pr@harnesswealth.com partnerships@harnesswealth.com support@harnesswealth.com

UNITED STATES

32 Avenue of the Americas, Floor 13 New York, NY 10013 (646) 586-5427


Harness Wealth runs a bug bounty program and rewards individuals who submit
potential vulnerabilities through the program. Contact us at
security@harnesswealth.com.

Harness Wealth Advisers LLC (“Harness Wealth Advisers”), a wholly owned
subsidiary of Multiplier, Inc., a Delaware corporation, is registered with the
U.S. Securities and Exchange Commission as an internet investment adviser.
Harness Wealth Advisers acts as an adviser for clients with respect to their
introduction to and, if retained by the client, servicing by third- party
investment managers. As an internet investment adviser, the only investment
advice given by Harness Wealth Advisers is to refer clients to third-party
managers whose capabilities make them, in our judgment, suitable for personal
evaluation and possible retention by the client. The managers whom we match our
clients with have their own separate investment suitability determination
responsibilities when rendering personalized investment advice to the client,
and, distinct from our periodically monitoring the verifiable credentials of the
managers on our platform, Harness Wealth Advisers makes no representation and
bears no responsibility for the quality of the personalized investment advice
that a manager renders on behalf of a client.


Harness Tax LLC provides tax related services directly to clients and
Multiplier, Inc., doing business as “Harness Wealth”, provides recommendations
of third-party tax and legal service providers.


Content on this website regarding financial planning, investment, tax, or legal
topics should not be relied upon, standing alone or without the guidance of a
capable professional, to support personalized decision-making by or affecting
individual clients.


Harness Wealth, Harness Tax and the Harness Wealth Logo are trademarks of
Multiplier, Inc.


© 2022 Multiplier, Inc, all rights reserved.