Harvest Savings & Wealth Technologies Email Format

Software DevelopmentCalifornia, United States2-10 Employees

Harvest Savings & Wealth Technologies develops software that enables financial institutions to offer integrated savings and wealth-management capabilities across a customer's financial journey. Its platform combines four products—Goalkeeper, Signals, Jumpstart, and Automate—into a cohesive suite designed to deliver goals-based savings and wealth options. The arrangement emphasizes tight integration of tools to support banks in providing a seamless customer experience throughout savings and wealth-building activities.

Its target customers include banks, credit unions, trust companies, and other financial institutions seeking to curb deposits migrating to micro-savings, micro-investing, and traditional investment channels. By supplying these tools, Harvest helps institutions maintain relationships with customers and broaden the range of services they offer. The company is based in Larkspur, California, and operates with a small team.

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