Harvest Group Financial Services Overview

  • Founded
  • 1994
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Harvest Group Financial Services General Information

Description

Provider of asset management and investment services. The company provides investment consultation, brokerage management and financial advisory services.

Contact Information

Website
www.harvestgroupfinancialservices.com
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Asset Management
Specialized Finance
Acquirer
United Capital Financial Partners
Primary Office
  • 1707 Langhorne-Newton Road
  • Suite 1
  • Langhorne, PA 19047
  • United States
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

Harvest Group Financial Services Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

This information is available in the PitchBook Platform. To explore Harvest Group Financial Services‘s full profile, request access.

Request a free trial

Harvest Group Financial Services Executive Team (1)

Name Title Board Seat Contact Info
Rosemary Caligiuri Founder, Board Member, Managing Director & President
To view Harvest Group Financial Services’s complete executive team members history, request access »