Brooke B.
10/13/2020
I had an amazing experience with Harness Wealth. As I began to combine finances with my fiancé, we felt it was time to meet with a financial advisor. While we received a few recommendations from...
Harness
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32 Avenue of the Americas Fl 13
New York, NY 10013
Harness Wealth is a New York-based platform that offers personalized tax and financial advice tailored to individual needs. With a focus on equity compensation, small businesses, and cryptocurrency, Harness Wealth connects clients with experienced advisors who can provide specialized guidance and support. Their secure digital client portal, centralized document storage, and proactive email notifications make collaborating with advisors seamless and efficient.
By capturing clients' full portfolios, goals, and life milestones, Harness Wealth's tools help users make informed decisions and find the right services at the right time. Their personally vetted advisor marketplace ensures clients receive tailored advice from professionals with expertise in areas such as acquisitions, IPOs, stock options, and RSUs. With a dedicated team of highly-qualified Harness Concierge, clients can expect a seamless and personalized experience throughout their financial journey.
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Reviews
5.02 reviews
David K.
10/15/2020
My wife and I both work at public companies and we were interested in putting in place advisers that brought the right expertise to help us with long-term planning, ESPP and RSU decisions, better...
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