Insights on tax, equity, and building wealth

Harness Selected for AWS x Meta Llama AI Program to Accelerate AI Innovation for Tax Advisors

Harness Selected for AWS x Meta Llama AI Program to Accelerate AI Innovation for Tax Advisors

Harness Named to the Inc. 5000 List of America’s Fastest-Growing Private Companies for Second Straight Year

Inc. Magazine ranked Harness 192 out of 5000 companies in August 2024 and 1390 out of 5000 companies on August 12, 2025. The most recent ranking is based on revenue growth from 2021 - 2024. All companies pay a fee to be considered by Inc. for the Inc. 5000 ranking.

Will Bressman Joins the Harness Board of Directors

FOR IMMEDIATE RELEASE

Harness Ranks Highly on the 2024 Inc. 5000 Among All Tax Tech Startups

*All companies pay a fee to be considered by Inc. for the Inc. 5000 ranking. Inc. did not award a ranking specifically for tax technology startups on the 2024 Inc. 5000. This ranking is based on Harness’ own observations of the 5000 companies included in this publication. Harness was one out of four tax tech companies on the 5000 list. Revenue growth was calculated by Inc. based on the gross annual revenue for the base year (2020) and for year three (2023). Harness ranked No. 16 out of 295 financial services firms of the Inc. 5000 companies. This ranking uses the same methodology as Harness’ ranking No. 192 out of 5000 fastest-growing private companies referenced in this article.

Harness July 2024: Tax Portal Upgrades & Practice Guides

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Steve Cheung Joins Harness as Head of Engineering

FOR IMMEDIATE RELEASE

Reinventing Tax Advisory: Harness Raises $17M New Capital for Advisors

ISOs have a favorable tax treatment on exercise, but understanding your tax obligations and how to minimize your tax burden can be complicated. Before taking any decisions around your ISOs, it's important to understand the tax consequences and how that impacts potential future profits.

Choosing the Right Tax Service for Your Unique Needs

When it comes to taxes on equity compensation, there’s a lot to navigate. From Restricted Stock Units (RSUs) to Incentive Stock Options (ISOs), and everything in between, everyone’s situation is unique, and it can be hard to find relevant, personalized information. Traditional tax firms tend to have rigid business models that make it difficult for clients looking for one-off expert consultations or even ongoing planning services. This is where Harness Tax comes in: to provide clients with easily accessible, ad-hoc support for equity questions, as well as to help them over time through ongoing relationships with expert tax professionals who can craft a comprehensive, personalized tax strategy.

Founder & CEO of Orum Stephany Kirkpatrick joins the Harness Board

As an experienced executive and entrepreneur, Stephany has spent the last decade building technology to optimize financial outcomes for individuals – first at LearnVest where she holds patents for the design of its financial planning software, and now at Orum, a B2B Fintech company that is powering faster payments.

Harness Tools: Balance Sheet

Management guru Peter Drucker is often cited for advocating that “you can’t improve what you don’t measure.” When it comes to personal finance, this mantra is also largely true. It’s nearly impossible to make the most profitable investment and financial planning decisions without having a comprehensive view of your assets and liabilities.

Harness Tools: Equity Tax Insights

Whether you’re making $50,000 or $5,000,000 of W-2 income, there are only so many actions you can take to dramatically change your tax burden. With company equity, the tax treatment of those profits can be radically different.

April 2022: What's new in Harness Wealth?

Harness Equity Tools Launches in Open Beta

We are excited about the release of the newest component to our platform, Harness Tools. This offering moves us closer to our goal of giving builders like you absolute confidence in setting the best path toward your financial future with a comprehensive view of your assets and analyzing the strategic steps to take with your equity.

Financial Wellness Employee Benefits for Startups

Amidst layoffs and IPOs in 2020, executive teams and HR leaders are reevaluating their benefits offerings in 2021 with a newly critical eye.

How Harness's High-Value Marketplace Helps Clients Find Advisory Services

A few years ago, in the ideation phase of Harness Wealth, we knew we wanted to create a next generation financial platform for the next generation of builders: founders, early employees, business owners, and investors. I was able to transfer some learnings from the early and late stage developments at Compass to this new context.

Harness Wealth Firm Consultations: What to Expect and Prepare

This guide was created to help Harness Wealth clients understand the consultation process with their recommended firms. As part of your evaluation process, and you should plan ahead for the number of meetings and documents you'll need to prepare for each type of firm consultation, and the factors you'll want to consider in deciding which firm(s) you'd like to move forward with.

The 2019 Gen X Survey

We conducted a survey to learn more about how Gen-Xers thought about financial planning and what they needed. We found that of 1,000 Gen-Xers aged 35 to 60 showed most believe they lack the knowledge necessary to manage their finances, despite spending a substantial amount of time on money management.

Iterating and Growing the Architecture of Harness Wealth

Our underlying technology stack is a critical part of the Harness Wealth product. Here our Engineering Team outlines our initial Harness Wealth system and the rationale behind their build approach.

The Genesis of Harness Wealth

Our Founder and CEO, David Snider, discusses where the idea for Harness Wealth came from and why he ultimately decided to build this business.