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Insights

Niche Investment Focus Harvest Investment Services specializes in proprietary, rules-driven investment models with downside risk controls, positioning it as a sophisticated advisor seeking advanced investment solutions and technology platforms that support innovative portfolio management.

Recent Strategic Moves The firm has recent significant stakes in ETF and biotech assets, indicating a focus on diverse, growth-oriented investments, which may present opportunities for asset management collaborations and tailored investment products.

Fiduciary Commitment Adherence to the Fiduciary Standard underscores a client-centric approach, highlighting potential consultative sales opportunities with firms emphasizing compliance, transparency, and client trust.

Growth Potential With revenue in the range of 10 to 25 million and a relatively small team, Harvest Investment Services has room to expand its service offerings or adopt scalable financial technologies to support growth and increased client assets.

Market Positioning Operating in a competitive landscape with larger firms like Fidelity and Vanguard, Harvest can benefit from customized technology solutions, advanced analytics, and compliance tools that help differentiate their services and enhance client engagement.

Harvest Investment Services Tech Stack

Harvest Investment Services uses 8 technology products and services including Site Kit, jQuery Migrate, PHP, and more. Explore Harvest Investment Services's tech stack below.

  • Site Kit
    Analytics
  • jQuery Migrate
    Javascript Libraries
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines
  • Cloudflare Bot Management
    Security
  • YouTube
    Video Players
  • MonsterInsights
    Web Platform Extensions
  • Apache HTTP Server
    Web Servers

Media & News

Harvest Investment Services's Email Address Formats

Harvest Investment Services uses at least 1 format(s):
Harvest Investment Services Email FormatsExamplePercentage
FLast@harvestinvestmentservices.comJDoe@harvestinvestmentservices.com
74%
FirstL@harvestinvestmentservices.comJohnD@harvestinvestmentservices.com
11%
Last@harvestinvestmentservices.comDoe@harvestinvestmentservices.com
8%
First@harvestinvestmentservices.comJohn@harvestinvestmentservices.com
7%

Frequently Asked Questions

Where is Harvest Investment Services's headquarters located?

Minus sign iconPlus sign iconHarvest Investment Services's main headquarters is located at am Plaza Drive, Suite 230. The company has employees across 1 continents, including North America.

What is Harvest Investment Services's phone number?

Minus sign iconPlus sign icon You can contact Harvest Investment Services's main corporate office by phone at
+1-630-613-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Harvest Investment Services's official website and social media links?

Minus sign iconPlus sign iconHarvest Investment Services's official website is harvestinvestmentservices.com and has social profiles on LinkedIn.

What is Harvest Investment Services's NAICS code?

Minus sign iconPlus sign iconHarvest Investment Services's NAICS code is 52 - Finance and Insurance.

How many employees does Harvest Investment Services have currently?

Minus sign iconPlus sign iconAs of December 2025, Harvest Investment Services has approximately 17 employees across 1 continents, including North America. Key team members include Director Of Trading: B. N.Director Of Operations: F. N.Wealth Advisor At Harvest Investment Services: K. W.. Explore Harvest Investment Services's employee directory with LeadIQ.

What industry does Harvest Investment Services belong to?

Minus sign iconPlus sign iconHarvest Investment Services operates in the Financial Services industry.

What technology does Harvest Investment Services use?

Minus sign iconPlus sign iconHarvest Investment Services's tech stack includes Site KitjQuery MigratePHPYoast SEOCloudflare Bot ManagementYouTubeMonsterInsightsApache HTTP Server.

What is Harvest Investment Services's email format?

Minus sign iconPlus sign iconHarvest Investment Services's email format typically follows the pattern of FLast@harvestinvestmentservices.com. Find more Harvest Investment Services email formats with LeadIQ.

When was Harvest Investment Services founded?

Minus sign iconPlus sign iconHarvest Investment Services was founded in 2011.

Harvest Investment Services

Financial ServicesIllinois, United States11-50 Employees

A Registered Investment Advisory Firm providing comprehensive financial planning and tactical portfolio management.  Offerings include a series of proprietary investment models called AlphaSolutions, which are fact based and rules driven with built-in downside risk controls. 

The firm also provides comprehensive Retirement Plan consulting services through  401kActiveWatch which delivers co-fiduciary services to 401k Plan Sponsors and can act as a 3(21) Fiduciary Investment Advisor for plan participants.  

Our Investment Advisor Representatives embrace the Fiduciary Standard to act solely in the best interests of their clients,

Section iconCompany Overview

Headquarters
am Plaza Drive, Suite 230
Phone number
+1-630-613-****
Website
harvestinvestmentservices.com
NAICS Code
52 - Finance and Insurance
Founded
2011
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Harvest Investment Services's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Harvest Investment Services's revenue is estimated to be in the range of $10M$25M

Company Leadership

  • Stylized image of a person
    B. N.
    Director Of Trading
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. N.
    Director Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. W.
    Wealth Advisor At Harvest Investment Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. W.
    Affiliate Investment Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. W.
    Investment Services
    Phone icon
    Mobile Phone

Employee Directory

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