Harvest Savings & Wealth Technologies Employee Directory

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.

Find Harvest Savings & Wealth Technologies employees' phone numbers or email addresses

Harvest Savings & Wealth Technologies Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Oceania
1

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  • Australia
    1

Harvest Savings & Wealth Technologies's Leadership

  • Stylized image of a person
    S. W.
    Vice President, Finance And Talent
    Phone icon
  • Stylized image of a person
    B. J.
    Implementation Project Manager
    Phone icon
  • Stylized image of a person
    J. C.
    General Manager Wealth Management
    Phone icon
  • Stylized image of a person
    M. K.
    Software Engineer
    Phone icon
  • Stylized image of a person
    N. D.
    Financial Advisor
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  • Stylized image of a person
    O. M.
    Systems Engineer
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  • Stylized image of a person
    A. T.
    Phone icon
  • Stylized image of a person
    K. B.
    Phone icon

Harvest Savings & Wealth Technologies Employee Metrics

100%
50%
0%
2026
2025
  • Engineering
  • Finance
  • Marketing
  • Accounting
  • Administrative
  • Other
  • Product Management
  • Program & Project Management
  • Information Security
  • Information Technology

Contact profiles from Harvest Savings & Wealth Technologies

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. W.
    Vice President, Finance And Talent
    Phone icon
    Nov 15, 2023
  • Stylized image of a person
    B. J.
    Implementation Project Manager
    Phone icon
    United States
    Feb 10, 2025
  • Stylized image of a person
    J. C.
    General Manager Wealth Management
    Phone icon
    UNITED STATES
    Jun 18, 2024
  • Stylized image of a person
    M. K.
    Software Engineer
    Phone icon
    Bay
    Oct 22, 2024
  • Stylized image of a person
    N. D.
    Financial Advisor
    Phone icon
    Australia
    Feb 04, 2024
  • Stylized image of a person
    O. M.
    Systems Engineer
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    A. T.
    Phone icon
    UNITED STATES
    Jun 13, 2024
  • Stylized image of a person
    K. B.
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Harvest Savings & Wealth Technologies known for?

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Harvest Savings & Wealth Technologies operates in the Software Development industry. The company's main headquarters is located in Larkspur, California 94939 United States. Explore Harvest Savings & Wealth Technologies's company overview page for more information.

What is Harvest Savings & Wealth Technologies's most common email format?

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Harvest Savings & Wealth Technologies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Harvest Savings & Wealth Technologies email formats with LeadIQ.

How many employees does Harvest Savings & Wealth Technologies have currently?

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Harvest Savings & Wealth Technologies has approximately 5 employees as of June 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Harvest Savings & Wealth Technologies's key employees and leadership?

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As of June 2026, Harvest Savings & Wealth Technologies's key employees include:

  • Vice President, Finance And Talent: S. W.
  • Implementation Project Manager: B. J.
  • General Manager Wealth Management: J. C.
  • Software Engineer: M. K.
  • Financial Advisor: N. D.

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