Tax and wealth advice for startup employees
Harness Wealth is a financial planning and wealth management platform that connects startup employees and entrepreneurs with vetted tax, financial, and estate planning advisors. The platform is designed to serve clients with complex financial situations — particularly those with company equity, stock options, crypto holdings, or small business ownership. Harness uses technology to match clients with specialized advisors and provides a holistic view of their financial strategy across tax planning, investment management, and estate planning. The company also offers an employer-facing product, Harness for Employers, which provides financial wellness benefits to tech company employees.
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