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Harvest Savings & Wealth Technologies logo

Harvest Savings & Wealth Technologies

Recent Finacing

Hybrid

Recent Raise

$23M

Harvest (formerly Trizic) provides cloud-based, white-label digital savings and wealth platforms for banks, credit unions, and RIAs, enabling account opening, automated advice, portfolio management, trading, rebalancing and business intelligence.

Founded 2014
California, United States
101-250
Private
harvestsw.com

Highlights

Focus Areas

Computer
Enterprise Software
Finance
Financial Services
Software
Wealth Management

Recent Investors

Freestyle Capital logo
Commerce Ventures logo
Broadhaven logo
PEAK6 Strategic Capital logo
Sorenson Ventures logo
FIS logo
Operative Capital logo

Financials

$40.8M

Total Raised

6

Funding rounds

7

Investors


Team

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See the team members at Harvest Savings & Wealth Technologies.