Harvest Savings & Wealth Technologies

Harvest Savings & Wealth Technologies' (formerly known as Trizic) 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.

Employee Rating

3.8
StateClosed
TypeSubsidiary
Parent CompanyEnvestnet
HQSan Francisco, CA, US
Founded2012
Websiteharvestsw.com
Cybersecurity ratingAMore
Harvest Savings & Wealth Technologies was founded in 2012 and is headquartered in San Francisco, CA, US
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Key People/Management at Harvest Savings & Wealth Technologies

Drew Sievers

Drew Sievers

CEO
Iain Kennedy

Iain Kennedy

COO
Steve Mays

Steve Mays

CTO
Steve Lewczyk

Steve Lewczyk

CRO
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Harvest Savings & Wealth Technologies Office Locations

Harvest Savings & Wealth Technologies has offices in San Francisco and San Rafael
San Francisco, CA, US (HQ)
555 Sutter St #302, San Francisco
San Rafael, CA, US
1 Lucas Valley Rd #302
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Harvest Savings & Wealth Technologies Financials and Metrics

Summary Metrics

Founding Date

2012

Total Funding

$19 m

Investors

In total, Harvest Savings & Wealth Technologies had raised $19 m. Harvest Savings & Wealth Technologies is a subsidiary of Envestnet

Human Capital Metrics

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Harvest Savings & Wealth Technologies Cybersecurity Score

Cybersecurity ratingPremium dataset

A

92/100

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Harvest Savings & Wealth Technologies Online and Social Media Presence

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Harvest Savings & Wealth Technologies Blogs

2019 ABA WEALTH MANAGEMENT & TRUST CONFERENCE RECAP

Digital Disruption panelists Stuart DePina head of @Yodlee, Drew Sievers @TrizicCo CEO and Kevin Hughes of @MoneyGuidePro opine on power of #aggregation and enriched data to support digital acct opening, financial planning and predictive analytics. Technology took center stage on the agenda as well …

REMAKING THE CLIENT EXPERIENCE IN WEALTH MANAGEMENT

To start at the beginning (of the client lifecycle), bringing clients into wealth management can be dramatically improved. Drew Sievers, CEO of digital wealth management platform, Trizic, stressed that the retail banking industry is way ahead of the wealth industry in leveraging client-facing techno…

Harvest Savings & Wealth Technologies Frequently Asked Questions

  • When was Harvest Savings & Wealth Technologies founded?

    Harvest Savings & Wealth Technologies was founded in 2012.

  • Who are Harvest Savings & Wealth Technologies key executives?

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

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

    Harvest Savings & Wealth Technologies has 42 employees.

  • Who are Harvest Savings & Wealth Technologies competitors?

    Competitors of Harvest Savings & Wealth Technologies include Fintso, Planful and Outwork.

  • Where is Harvest Savings & Wealth Technologies headquarters?

    Harvest Savings & Wealth Technologies headquarters is located at 555 Sutter St #302, San Francisco, San Francisco.

  • Where are Harvest Savings & Wealth Technologies offices?

    Harvest Savings & Wealth Technologies has offices in San Francisco and San Rafael.

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

    Harvest Savings & Wealth Technologies has 2 offices.