Company Information

Get to know Harvest Savings & Wealth Technologies

Harvest Savings & Wealth Technologies is an API-first technology provider that enables banks, credit unions, and other fintech companies to embed wealth and savings solutions directly into their own applications. The company's platform automates and handles the complexities of brokerage operations, compliance, and back-end infrastructure, allowing its clients to launch competitive, branded products like automated savings goals and digital investment accounts. Founded to help smaller financial institutions and businesses compete with larger players, Harvest was acquired by Envestnet in April 2021 to integrate its capabilities into Envestnet's broader financial wellness ecosystem.

Industry

Technology White Label PlatformPRIMARY
Financial Other Service
Financial Wealth Management

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Harvest Savings & Wealth Technologies

United States

Founded in

2014 (12 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.