Harvest SW

Larkspur, United States Founded: 2014 • Age: 12 yrs Acquired By Envestnet
Personal finance management solutions for banks are provided.
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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
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → FinTech & Digital Finance
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • 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
    Employee Count
  • 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.

  • Total Funding
  • Total Rounds 12
  • Last Round Series B — $642,000
  • First Round

    (06 Mar 2015)

  • Investors Count 8
Date Amount Transaction Name Valuation Lead Investors Investors
Dec, 2020 Amount Series B - Harvest SW Valuation

investors

Sep, 2019 Amount Debt – Conventional - Harvest SW Valuation

investors

Sep, 2019 Amount Series B - Harvest SW Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Institutional
Angel
Investor Description Founded Year Domain Location
Focus by Sorenson Capital is on software, healthcare, aerospace, energy.
Founded Year Domain Location
Freestyle VC is engaged in seed funding for tech startups.
Founded Year Domain Location
Investment firm focused on finance and technology opportunities.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Harvest SW

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Harvest SW

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Harvest Sw Comparisons

Employees
+
Add Comparison
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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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Personal finance management solutions for banks are provided and integrated.
domain founded_year HQ Location
White-label subscription management is provided for retail banks.
domain founded_year HQ Location
Financial management solutions are offered to banks and credit unions.
domain founded_year HQ Location
Personal financial management solution
domain founded_year HQ Location
Banking software for personal finance insights is developed.
domain founded_year HQ Location
Consumers are connected to financial institutions via an online platform.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Harvest Sw

Frequently Asked Questions about Harvest SW

When was Harvest SW founded?

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

Where is Harvest SW located?

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

Is Harvest SW a funded company?

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

What does Harvest SW do?

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.

Who are the top competitors of Harvest SW?

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

Who are Harvest SW's investors?

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

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