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About Harvest Savings & Wealth Technologies

Harvest Savings & Wealth Technologies provides integrated, enterprise-grade digital savings and wealth solutions to banks, credit unions, trust companies, and other financial institutions. On April 8th, 2021, Harvest Savings was acquired by Envestnet. The terms of the transaction were not disclosed.

Headquarters Location

60 E. Sir Francis Drake Blvd #200

Larkspur, California, 94939,

United States




Expert Collections containing Harvest Savings & Wealth Technologies

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Harvest Savings & Wealth Technologies is included in 3 Expert Collections, including Digital Banking.


Digital Banking

674 items

Companies and startups in this collection provide banking services to consumers and businesses, as well as enhance, automate, and/or digitize operations for banks and financial institutions.


Wealth Tech

2,053 items

Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.



8,123 items

Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.

Latest Harvest Savings & Wealth Technologies News

Wealth Management Service Envestnet Partners With Door

Apr 20, 2022

Wealth management technology firm Envestnet has teamed up with risk management platform Door to streamline and optimize its research on asset managers and their strategies, the companies said in a press release Wednesday (April 20). “Historically, research analysts have used the same common information from investment managers during the due diligence process, with information typically gathered using Microsoft Word and Excel documents exchanged over email,” the release said. “The lack of a centralized source of information and notifications has made it cumbersome to manage due diligence questionnaires in many varied formats, and identify and monitor critical metrics. The partnership between Envestnet and Door will help solve these inefficiencies by digitizing the due diligence experience.” The companies said research teams will benefit from due diligence questionnaires that are customized to meet Envestnet’s process. The collaboration will also offer real-time updates on criteria like investment risk, governance and sustainability, as well as diversity, equity and inclusion. In addition, researchers gain access to Door’s content database, which integrates with other research tools. “We consistently seek innovative technology partners that streamline more aspects of wealth management and financial planning,” said Dana D’Auria , co-chief investment officer of Envestnet. “By standardizing the majority of the information that asset managers and research analysts need to exchange during due diligence, Door can help us and our industry peers enable advisors and their end clients to make well-informed investment decisions — and facilitate stronger engagement between asset managers and the analysts, advisors, and investors who evaluate their strategies.” According to the release, Door’s platform includes more than 400 manager research firms and asset managers from upwards of 39 countries. Last year, Envestnet acquired FinTech startup Harvest Savings & Wealth Technologies for an undisclosed amount. At the time, Envestnet President Stuart DiPina said the deal solidified Envestnet’s place in enabling embedded finance, something the company viewed as “a key driver of the future of financial services.” ——————————

Harvest Savings & Wealth Technologies Frequently Asked Questions (FAQ)

  • When was Harvest Savings & Wealth Technologies founded?

    Harvest Savings & Wealth Technologies was founded in 2014.

  • Where is Harvest Savings & Wealth Technologies's headquarters?

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

  • What is Harvest Savings & Wealth Technologies's latest funding round?

    Harvest Savings & Wealth Technologies's latest funding round is Acquired.

  • How much did Harvest Savings & Wealth Technologies raise?

    Harvest Savings & Wealth Technologies raised a total of $44.37M.

  • Who are the investors of Harvest Savings & Wealth Technologies?

    Investors of Harvest Savings & Wealth Technologies include Envestnet, Paycheck Protection Program, Operative Capital, Sorenson Ventures, Freestyle Capital and 7 more.

  • Who are Harvest Savings & Wealth Technologies's competitors?

    Competitors of Harvest Savings & Wealth Technologies include Otomo and 2 more.


Compare Harvest Savings & Wealth Technologies to Competitors

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Plum provides a mobile application designed to invest, save, and manage user's expenses with automation. It helps users with budgeting, bill comparison, expense tracking, savings, and automated tools. The company was founded in 2016 and is based in London, United Kingdom.

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ETNA Software

ETNA Software is a technology company that operates in the financial services sector. The company provides a white label trading platform for online brokers and digital advisors, offering services such as web trading, mobile trading, back office operations, and trading APIs. Its primary customers are broker-dealers, digital advisors, educators, and developers. It was founded in 2014 and is based in Florida, United States.

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Moven offers a mobile money service. It allows users to load, transfer, spend, and track money using mobile devices. It provides tools that help users with instant feedback on transactions and spending patterns. It was formerly known as Movenbank. The company was founded in 2011 and is based in Fort Lauderdale, Florida.

Plinqit Logo

Plinqit operates as a financial technology company. The company's platform provides a savings platform of its kind that brings together automated savings, intelligent content, peer comparison, and virtual account management in one place. It was founded in 2018 and is based in Ann Arbor, Michigan.

TradingFront Logo

TradingFront seeks to provide simple, elegant portfolio reporting platform at a low cost. Specifically, TradingFront aims to offer a white label wealth management / robo advisor platform for financial advisors to create a highly customized digital offering.

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Fundvisory is a fintech company that operates in the financial services industry. The company offers a digital platform that provides robo-advisory services, portfolio construction, and client analytics to its partners, which include banks, insurance companies, and brokers. Its main focus is on creating personalized allocation models and optimizing the customer journey through profiling and mapping responses to investor profiles, leading to a personalized portfolio. It was founded in 2015 and is based in Paris, France.


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