Harvest Savings & Wealth Technologies Overview

  • Founded
  • 2014
Founded
  • Status
  • Private
  • Employees
  • 43
Employees
  • Latest Deal Type
  • Debt - PPP
  • Investors
  • 11

Harvest Savings & Wealth Technologies General Information

Description

Developer of a digital investment platform designed to provide integrated savings and wealth management. The company's cloud-based platform uses unique, 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.

Contact Information

Formerly Known As
Trizic
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Business/Productivity Software
Primary Office
  • 60 East Sir Francis Drake Boulevard
  • Suite 200
  • Larkspur, CA 94939
  • United States
+1 (415) 000-0000

Harvest Savings & Wealth Technologies Timeline

2017201820192020
Financing RoundFinancing RoundCaptured Employee CountEstimated Employee Growth
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Harvest Savings & Wealth Technologies Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
10. Debt - PPP 15-Apr-2020 0000 Completed Generating Revenue
9. Early Stage VC 05-Sep-2019 0000 0000 Completed Generating Revenue
8. Early Stage VC (Series B) 24-Jun-2019 00.00 0000 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
To view Harvest Savings & Wealth Technologies’s complete valuation and funding history, request access »

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%
To view Harvest Savings & Wealth Technologies’s complete cap table history, request access »

Harvest Savings & Wealth Technologies Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Developer of a digital investment platform designed to provide integrated savings and wealth management. The company's c
Financial Software
Larkspur, CA
43 As of 2020
0000
000000000 - 0000

00000000

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000000000 00000000
New York, NY
00 As of 0000
000.00
000000000000 000.00

0000000

ate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proiden
000000000 00000000
Charleston, SC
00 As of 0000
000.00
000000000 - 000.00
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Harvest Savings & Wealth Technologies Competitors (30)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
AdvisorEngine Private Equity-Backed New York, NY 00 000.00 000000000000 000.00
0000000 Venture Capital-Backed Charleston, SC 00 000.00 000000000 - 000.00
000000 Venture Capital-Backed San Francisco, CA 000 00000 00000000000 00000
00000000 0000000, Formerly VC-backed Redwood City, CA 000 00000 000000&0 00000
000000000 Venture Capital-Backed Auburn, CA 000 000.00 000000000 - 000.00
You’re viewing 5 of 30 competitors. Get the full list »

Harvest Savings & Wealth Technologies Executive Team (10)

Name Title Board Seat Contact Info
Andrew Sievers Chief Executive Officer & Chairman
Iain Kennedy Chief Operating Officer
Shadi Saifan Chief Technology Officer
Steve Lewczyk Chief Revenue Officer
Sherry Wangenheim Vice President of Finance
You’re viewing 5 of 10 executive team members. Get the full list »

Harvest Savings & Wealth Technologies Board Members (8)

Name Representing Role Since
Andrew Sievers Harvest Savings & Wealth Technologies Chief Executive Officer & Chairman 000 0000
Asiff Hirji Self Board Member 000 0000
Jay Coppoletta JD Self Board Member 000 0000
Kelly Rodriques Operative Capital Board Member 000 0000
Michael Sidgmore Broadhaven Capital Partners Board Observer 000 0000
You’re viewing 5 of 8 board members. Get the full list »

Harvest Savings & Wealth Technologies Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Harvest Savings & Wealth Technologies Investors (11)

Investor Name Investor Type Holding Investor Since Participating Rounds 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
Mac Hofeditz Angel (individual) Minority 000 0000 000000 0
Sorenson Ventures Corporate Venture Capital Minority 000 0000 000000 0
You’re viewing 5 of 11 investors. Get the full list »