Harvest Investment Services
Financial Services • 
Oakbrook Terrace, Illinois, United States • 11-20 Employees
Company overview
| Headquarters | One Trans Am Plaza Drive, Suite 230, Oakbrook Terrace, Illinois 60181, US |
| Phone number | +16306139230 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Investments, Stocks, Investment Advice, Risk Management, Comprehensive Financial Planning, Financial Services, Etfs, Registered Investment Advisor, Wealth Management, Bonds, Retirement Planning, Fiduciary Services, Fiduciary, Investment Advisory Services, Estate Planning, Mutual Funds, Retirement, Portfolio Managment, Tactical Management, BRI, Fiduciary Advisor, Biblically Responsible Investing, Faith-Based Investing, Active Investment Manager |
| Founded | 2011 |
| Employees | 11-20 |
| Socials |
Key Contacts at Harvest Investment Services
Brenton Newell
Director Of Trading
Taylor Johnson
Director Of Media And Marketing
Harvest Investment Services Email Formats
Harvest Investment Services uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@harvestinvestmentservices.com), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@harvestinvestmentservices.com | 75% |
{first name}{last name} | johndoe@harvestinvestmentservices.com | 25% |
About Harvest Investment Services
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,
Harvest Investment Services revenue & valuation
| Annual revenue | $6,321,653 |
| Revenue per employee | $396,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $20,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Harvest Investment Services has 7 employees across 2 departments.
Departments
Number of employees
Funding Data
Harvest Investment Services has never raised funding before.
Harvest Investment Services Tech Stack
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