Insights

Market Niche Focus Harvest Wealth Group specializes in comprehensive financial services tailored to different life stages, presenting a prime opportunity to offer targeted financial planning tools or personalized advisory solutions that enhance client engagement and retention.

Mid-Market Positioning With a revenue range of 25 to 50 million dollars and a modest employee base, Harvest Wealth Group is positioned as a growing firm likely seeking scalable technology platforms and efficiency solutions to support expansion and streamline operations.

Digital Presence Utilizing a variety of online tools including Google Analytics and social media integrations, the company values digital engagement, indicating opportunities for advanced marketing automation, CRM enhancements, or digital client onboarding services.

Financial Health Opportunities Operating in a competitive landscape with similar firms like Vestwell and Albert, Harvest Wealth Group might be interested in financial management platforms, investment analytics, or compliance solutions that differentiate their offerings and improve profitability.

Professional Network Expansion Given their focus on offering securities and investment advisory services through registered representatives, there is potential to introduce innovative compliance, training, or client relationship management tools that can help adhere to regulatory standards and grow client trust.

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 E St, Exeter, California 93221, US. 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 October 2025, Harvest Wealth Group has approximately 19 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 ServicesUnited 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 E St, Exeter, California 93221, US
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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