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Harvest Savings & Wealth Technologies

OverviewSuggest Edit

Harvest Savings & Wealth Technologies' software platform enables financial institutions to deliver integrated savings and wealth solutions to their customers. The company's four integrated products -Goalkeeper, Signals, Jumpstart, and Automate - help banks stem the annual outflow of deposits going to micro-savings, micro-investing, and traditional investment firms.
TypePrivate
Founded2019
HQLarkspur, CA, USMap
Websiteharvestsw.com
Employee Ratings3.8More
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Locations

Harvest Savings & Wealth Technologies is headquartered in
Larkspur, United States

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Latest Updates

Employees (est.) (May 2022)22(-8%)
Cybersecurity ratingBMore
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Key People/Management at Harvest Savings & Wealth Technologies

Drew Sievers

Drew Sievers

CEO
Steve Lewczyk

Steve Lewczyk

CRO
Iain Kennedy

Iain Kennedy

COO
Jonas Kloiber

Jonas Kloiber

VP, Product Management
Sherry Wangenheim

Sherry Wangenheim

VP, Finance
Jennifer Wu

Jennifer Wu

VP, Marketing
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Harvest Savings & Wealth Technologies Office Locations

Harvest Savings & Wealth Technologies has an office in Larkspur
Larkspur, CA, US (HQ)
60 E Sir Francis Drake Blvd #200
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Harvest Savings & Wealth Technologies Financials and Metrics

Summary Metrics

Founding Date

2019

Harvest Savings & Wealth Technologies total Funding

$18.3 m

Harvest Savings & Wealth Technologies latest funding size

$10 m

Time since last funding

4 years ago

Harvest Savings & Wealth Technologies investors

Freestyle Capital, Sorenson Capital, Commerce Ventures, PEAK6 Investments, FIS, Operative Capital, Broadhaven Capital Partners, Betsy Cohen
Harvest Savings & Wealth Technologies's latest funding round in March 2018 was reported to be $10 m. In total, Harvest Savings & Wealth Technologies has raised $18.3 m
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Harvest Savings & Wealth Technologies Cybersecurity Score

Cybersecurity ratingPremium dataset

B

89/100

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Harvest Savings & Wealth Technologies Online and Social Media Presence

Harvest Savings & Wealth Technologies's Trends

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 Harvest Savings & Wealth Technologies Frequently Asked Questions

  • When was Harvest Savings & Wealth Technologies founded?

    Harvest Savings & Wealth Technologies was founded in 2019.

  • Who are Harvest Savings & Wealth Technologies key executives?

    Harvest Savings & Wealth Technologies's key executives are Drew Sievers, Steve Lewczyk and Iain Kennedy.

  • How many employees does Harvest Savings & Wealth Technologies have?

    Harvest Savings & Wealth Technologies has 22 employees.

  • Who are Harvest Savings & Wealth Technologies competitors?

    Competitors of Harvest Savings & Wealth Technologies include Equatex, Tegus and JHC Systems.

  • Where is Harvest Savings & Wealth Technologies headquarters?

    Harvest Savings & Wealth Technologies headquarters is located at 60 E Sir Francis Drake Blvd #200, Larkspur.

  • Where are Harvest Savings & Wealth Technologies offices?

    Harvest Savings & Wealth Technologies has an office in Larkspur.

  • How many offices does Harvest Savings & Wealth Technologies have?

    Harvest Savings & Wealth Technologies has 1 office.