Search company, investor...
Search

The profile is currenly unclaimed by the seller. All information is provided by CB Insights.

harvestsw.com

Founded Year

2014

Stage

Acquired | Acquired

Total Raised

$44.37M

Revenue

$0000 

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.

Harvest Savings & Wealth Technologies Headquarters Location

60 E. Sir Francis Drake Blvd #200

Larkspur, California, 94939,

United States

415-366-6583

Predict your next investment

The CB Insights tech market intelligence platform analyzes millions of data points on venture capital, startups, patents , partnerships and news mentions to help you see tomorrow's opportunities, today.

Research containing Harvest Savings & Wealth Technologies

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned Harvest Savings & Wealth Technologies in 1 CB Insights research brief, most recently on Apr 14, 2022.

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 Banking.

B

Banking

1,157 items

W

Wealth Tech

1,882 items

A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.

F

Fintech

7,565 items

US-based companies

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 Web Traffic

Rank
Page Views per User (PVPU)
Page Views per Million (PVPM)
Reach per Million (RPM)
CBI Logo

Harvest Savings & Wealth Technologies Rank

  • 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, Commerce Ventures and 7 more.

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

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

You May Also Like

TradingFront Logo
TradingFront

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.

Moven Logo
Moven

Moven, formerly Movenbank, is a mobile money service that helps users spend, save, and live smarter. Users can load, transfer, spend, and track money using mobile devices. The company's tools provide users with instant feedback on transactions and spending patterns. It was founded in 2011 and is based in Fort Lauderdale, Florida.

Plinqit Logo
Plinqit

Plinqit is a mobile savings app by HT Mobile Apps that links to users' accounts, allowing them to set a goal and see their savings grow.

P
Personetics Technologies

Personetics provides customer-facing AI solutions for financial services and is the company behind the Self-Driving Finance platform. Harnessing the power of AI, Personetics’ Self-Driving Finance solutions are used by financial institutions to transform digital banking into the center of the customer’s financial life by providing personalized advice, automating financial decisions, and simplifying day-to-day money management.

FusionIQ Logo
FusionIQ

FuisionIQ is a fintech company that provides intelligent investment solutions.

IntelliFlo Logo
IntelliFlo

IntelliFlo provides SaaS software used by advisors and administrators on a daily basis to manage front and back-office workflows and to respond to consumer and regulatory needs.

Discover the right solution for your team

The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.

Request a demo

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.