Harvest SW

Larkspur, United States Founded: 2014 • Age: 12 yrs Acquired By Envestnet
Personal finance management solutions for banks are provided.
Annual revenue - Latest available
Total funding $56.9M 12 rounds
Employees - Tracked headcount
Investors 9 Known backers
Products - Services tracked
Competitors 7 Brand Intelligence

About Harvest SW

Harvest SW is a company based in Larkspur (United States) founded in 2014 was acquired by Envestnet in April 2021. Harvest SW has raised $56.95 million across 12 funding rounds from investors including FIS, Envestnet and Broadhaven Capital Partners. Harvest SW operates in a competitive market with competitors including Meniga, Subaio, Constellation, FinGoal and Moneythor, among others.

  • Headquarter Larkspur, United States
  • Sectors
    Financial Services
    Technology
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
Operational Areas
Financial Services → FinTech & Digital Finance Unlock Sub-Sector Unlock Segment
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $56.95 M (USD)

    in 12 rounds

  • Latest Funding Round
    $642 K (USD), Series B

    Dec 14, 2020

  • Investors
    FIS

    & 8 more

  • Employee Count
    Not available
  • Acquired by
    Envestnet

    (Apr 08, 2021)

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Funding Insights of Harvest SW

Harvest SW has successfully raised a total of $56.95M across 12 strategic funding rounds. The most recent funding activity was a Series B round of $642 thousand completed in December 2020. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investors in Harvest SW

Harvest SW has secured backing from 9 investors, including venture fund, institutional, and angel investors. Prominent investors backing the company include FIS, Envestnet and Broadhaven Capital Partners.

All
Venture Fund
Institutional
Angel
Investor Description Founded Year Domain Location
Focus by Sorenson Capital is on software, healthcare, aerospace, energy.
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Freestyle VC is engaged in seed funding for tech startups.
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Investment firm focused on finance and technology opportunities.
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Investor details for Harvest SW

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Investments & Acquisitions by Harvest SW

Investments
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Investment portfolio details for Harvest SW

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Financial Statements - Harvest SW

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Detailed financials for Harvest SW

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Harvest Sw Comparisons

Harvest SW Primary company
Description
Personal finance management solutions for banks are provided...
Location
Larkspur, United States
Founded Year
2014
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Harvest SW

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Competitors of Harvest SW

Harvest SW operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Meniga, Subaio, Constellation, FinGoal and Moneythor, among others.

Company Name Domain Founded year HQ Location Description
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Personal finance management solutions for banks are provided and integrated.
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White-label subscription management is provided for retail banks.
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Financial management solutions are offered to banks and credit unions.
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Personal financial management solution
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Banking software for personal finance insights is developed.
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Consumers are connected to financial institutions via an online platform.
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Detailed competitors of Harvest SW

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Latest news on Harvest Sw

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Complete news archive for Harvest SW

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Frequently Asked Questions about Harvest SW

Harvest SW was founded in 2014 and raised its 1st funding round 1 year after it was founded.

Harvest SW is headquartered in Larkspur, United States. It is registered at Larkspur, Colorado, United States.

Harvest SW is a funded company, having raised a total of $56.95M across 12 funding rounds to date.

Harvest was founded in 2014 and is based in Larkspur, United States. Personal finance management solutions are offered by the company to banks within the fintech sector. Products such as Goalkeeper, which supports deposit retention through micro-savings technology, Signals for asset management, and Jumpstart for digital accounting, form the core offerings. Additional solutions are extended to credit unions and financial brokers.

Harvest SW's top competitors include Meniga, Constellation and FinGoal.

Harvest SW has 9 investors. Key investors include FIS, Envestnet, Broadhaven Capital Partners, Sorenson Capital, and Betsy Cohen.

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