Independent Valuation Capability Harvest Valuations provides independent and transparent prices and valuations for a wide range of financial instruments, meeting strict regulatory standards. This positions them as a trusted third-party pricing partner for auditors, banks, insurers, and asset managers seeking credible benchmarks and to test or challenge valuations from other sources.

Regulatory Compliance Focus With experience aligning pricing to ASC 820, GASB 72, IFRS 13 and SEC/PCAOB standards, Harvest can be a strategic partner for organizations undergoing audits or regulatory reporting transformations, potentially expanding engagements beyond pricing into documentation and audit support services.

Diverse Client Base Harve st serves audit firms, banks, multi-family and credit funds, SEC registrants, insurers, and governmental entities, indicating cross-sector appeal. This breadth suggests opportunities to upsell centralized pricing solutions to current clients across different lines of business and geographies.

Scale and Connectivity Operating with a mid-market workforce and leveraging major tech platforms such as Bloomberg and AWS, Harvest is positioned to integrate with client data feeds and risk platforms, enabling scalable daily or weekly NAV calculations and automated price testing for larger institutions seeking efficiency gains.

Growth and Collaboration With annual revenue in the tens of millions and a service offering that covers hard-to-price instruments, Harvest can partner on expanded engagements, such as bespoke valuation projects, transitional pricing shifts during market stress, or co-sell opportunities with larger asset managers and custodians looking for independent valuation depth.