Insights

Niche Market Focus Harvest Wealth Group specializes in providing comprehensive financial planning and investment management services tailored to clients at all life stages, indicating a potential opportunity to upsell advanced wealth management solutions and retirement planning tools to their existing client base.

Digital Engagement The company's utilization of digital platforms like Google Analytics, Constant Contact, and social media channels suggests an active online presence and openness to digital marketing strategies, presenting opportunities to offer targeted marketing automation and client engagement tools.

Revenue Potential With a revenue range of 25 to 50 million dollars and a relatively small team, Harvest Wealth Group demonstrates significant market reach and client volume potential, making it a promising target for scalable financial technology solutions and service expansion partnerships.

Competitive Landscape Operating alongside well-funded competitors with larger teams such as Vestwell and Albert indicates a need for innovative service offerings or operational efficiencies, suggesting opportunities to introduce niche compliance, CRM enhancements, or tailored client communication platforms.

Growth Opportunities The company’s wide range of services and recent digital activity indicate a growth-focused mindset, making it a suitable prospect for innovative fintech integrations, portfolio optimization tools, or advanced risk management solutions to support expansion efforts.

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 2 continents, including North AmericaOceania.

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 March 2026, Harvest Wealth Group has approximately 19 employees across 2 continents, including North AmericaOceania. 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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