Insights

Market Niche Alignment Harvest Wealth Group operates within the personalized financial services sector, targeting clients across all life stages with investment, risk management, and retirement planning solutions. This broad service scope presents opportunities to upsell comprehensive financial planning packages to existing clients as they face different life events and financial goals.

Growth Potential With a revenue range of 25M to 50M and a relatively modest team of 11-50 employees, the company shows signs of growth in the competitive financial advisory market. There is potential to introduce scalable technological solutions or partnerships that can help expand their service offerings and client base efficiently.

Technology Integration The company's use of digital tools like Google Analytics, Constant Contact, and social media platforms suggests an openness to digital marketing and client engagement strategies. Sales efforts could focus on offering innovative fintech integrations or digital marketing solutions to help enhance client acquisition and retention.

Competitive Positioning Harvest Wealth Group operates alongside larger firms like Vestwell and RightCapital, which indicates a competitive environment with opportunities for differentiation. Tailored financial technology products or niche investment advisory services could be key vectors for capturing more market share within this space.

Client Engagement Strategy The company's emphasis on personalized, comprehensive services and testimonials signals a focus on relationship-building with clients. There is an opportunity to develop or promote high-touch, personalized financial planning tools or educational content to deepen client relationships and attract new affluent clientele seeking trust and expertise.

Harvest Wealth Group Tech Stack

Harvest Wealth Group uses 8 technology products and services including Google Fonts API, Font Awesome, Constant Contact, and more. Explore Harvest Wealth Group's tech stack below.

  • Google Fonts API
    Font Scripts
  • Font Awesome
    Font Scripts
  • Constant Contact
    Marketing Automation
  • LinkedIn
    Online Community Software
  • PHP
    Programming Languages
  • HSTS
    Security
  • YouTube
    Video Players
  • Google Analytics
    Web Analytics

Media & News

Harvest Wealth Group's Email Address Formats

Harvest Wealth Group uses at least 1 format(s):
Harvest Wealth Group Email FormatsExamplePercentage
First@harvestwealthgroup.comJohn@harvestwealthgroup.com
50%
First@harvestwealthgroup.comJohn@harvestwealthgroup.com
50%

Frequently Asked Questions

Where is Harvest Wealth Group's headquarters located?

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Harvest Wealth Group's main headquarters is located at 160 South East Street Exeter, California 93221 United States. The company has employees across 1 continents, including North America.

What is Harvest Wealth Group's official website and social media links?

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Harvest Wealth Group's official website is harvestwealthgroup.com and has social profiles on LinkedIn.

What is Harvest Wealth Group's NAICS code?

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Harvest Wealth Group's NAICS code is 52 - Finance and Insurance.

How many employees does Harvest Wealth Group have currently?

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As of February 2026, Harvest Wealth Group has approximately 20 employees across 1 continents, including North America. Key team members include Strategic Growth Director: B. P.Director Of Operations: M. N.Lead Financial Advisor: B. R.. Explore Harvest Wealth Group's employee directory with LeadIQ.

What industry does Harvest Wealth Group belong to?

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Harvest Wealth Group operates in the Financial Services industry.

What technology does Harvest Wealth Group use?

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Harvest Wealth Group's tech stack includes Google Fonts APIFont AwesomeConstant ContactLinkedInPHPHSTSYouTubeGoogle Analytics.

What is Harvest Wealth Group's email format?

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Harvest Wealth Group's email format typically follows the pattern of First@harvestwealthgroup.com. Find more Harvest Wealth Group email formats with LeadIQ.

Harvest Wealth Group

Financial ServicesCalifornia, United States11-50 Employees

We provide comprehensive financial services for every stage of life, including investment strategies, risk management, and retirement design.

Our representatives offer products and services using the following business names: Harvest Wealth Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA (www.finra.org)/SIPC (www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Harvest Wealth Group.

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by third parties or links to third-party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.

All of the endorsements and/or client testimonials posted on this (Facebook/LinkedIn/Twitter page) are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

Section iconCompany Overview

Headquarters
160 South East Street Exeter, California 93221 United States
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Harvest Wealth Group's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Harvest Wealth Group's revenue is estimated to be in the range of $25M$50M

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