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Harvest Savings & Wealth Technologies

Harvest Savings & Wealth Technologies
2014 FOUNDED
PRIVATE STATUS
41-50 EMPLOYEES
Later Stage VC LATEST DEAL TYPE
$23M LATEST DEAL AMOUNT
10 INVESTORS
Description

Developer of digital investment technology designed to provide integrated savings and wealth solutions. The company's cloud-based platform uses sophisticated, rules-based logic to execute trades that are compliant, tax-aware and meet fiduciary obligations and accommodates ETFs, mutual funds, and equities, enabling financial firms to easily create, update and assign model portfolios and reflect their unique investment strategies.

Formerly Known As
Trizic, Inc., Trizic
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Business/Productivity Software
Primary Office
  • 60 East Sir Francis Drake Boulevard
  • Suite 200
  • Larkspur, CA 94939
  • United States

+1 (415) 000-0000
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Harvest Savings & Wealth Technologies Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
9. Later Stage VC 05-Sep-2019 $23M 000.00 Completed Generating Revenue
8. Early Stage VC (Series B) 24-Jun-2019 00.000 000.00 000.00 Completed Generating Revenue
7. Debt - General 20-Jun-2019 000.00 Completed Generating Revenue
6. Early Stage VC (Series A) 01-Mar-2018 0000 000.00 0000 Completed Generating Revenue
5. Early Stage VC 13-Feb-2017 00.00 00.00 00.000 Completed Generating Revenue
4. Early Stage VC (Series A) 04-Dec-2015 000 000 0000 Completed Startup
3. Seed Round 06-May-2015 000 000 0000 Completed Startup
2. Seed Round $1000K $1000K 000 Completed Startup
1. Angel (individual) 06-Nov-2014 Completed Startup
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Harvest Savings & Wealth Technologies Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion
Price
% Owned
Series B 0,000,000 00.000000 00.00 00.00 00 00.00 0.000
Series A 00,000,000 00.000000 00.00 00.00 00 00.00 00.000
Seed 4 0,000,000 00.000000 00.0 00.0 00 00.0 00.000
Seed 3 000,000 00.000000 00.0 00.0 00 00.00 0.000
Seed 2 1,227,603 $0.000010 $1.63 $1.63 1x $0.81 3.72%
Seed 1 1,281,618 $0.000010 $0.78 $0.78 1x $0.75 2.02%
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Harvest Savings & Wealth Technologies Competitors (27)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Black Mountain Systems Private Equity-Backed San Diego, CA 00 000.00 000000000
0000000000 Corporation Chatham, NJ 0
00000000000 Venture Capital-Backed Redwood City, CA 000 00000 00000000000 00000
000 0000000 Corporate Backed or Acquired Indianapolis, IN 000 0000 000000&0 0000
000000 Formerly VC-backed New York, NY 00 000.00 000000&0 000.00
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Harvest Savings & Wealth Technologies Investors (10)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
Experian Corporation Minority 000 0000 000000 0
Betsy Cohen Angel (individual) Minority 000 0000 000000 0
Fidelity National Information Services Corporation Minority 000 0000 000000 0
Sorenson Ventures Corporate Venture Capital Minority 000 0000 000000 0
Broadhaven Capital Partners Investment Bank Minority 000 0000 000000 0
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Harvest Savings & Wealth Technologies Executive Team (10)

Name Title Board
Seat
Contact
Info
Iain Kennedy Chief Operating Officer
Shadi Saifan Chief Technology Officer
Steve Lewczyk Chief Revenue Officer
Sherry Wangenheim Vice President, Finance
Andrew Sievers Chief Executive Officer, President & Board Member

5 Former Executives

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Harvest Savings & Wealth Technologies Board Members (5)

Name Representing Role Since Contact
Info
Andrew Sievers Self Chief Executive Officer, President & Board Member 000 0000
Asiff Hirji Self Board Member 000 0000
Kelly Rodriques Operative Capital Board Member 000 0000
Robert Rueckert Sorenson Ventures Board Member 000 0000

1 Former Board Member

You’re viewing 4 of 5 board members. Get the full list »