Harvest
Curated by SignalRegTech platform offering risk management solutions for wealth managers.
Overview
Harvest operates in the RegTech sector, focusing on risk and compliance management for wealth managers. The platform offers a writing solution that allows financial advisors to implement call and put-writing strategies in client accounts, which can facilitate option income and protection. By utilizing artificial intelligence and blockchain technology, Harvest aims to enhance compliance monitoring and risk assessment to ensure adherence to financial regulations. The platform includes advanced analytics tools that provide insights into market trends and client behaviors, which can assist in developing tailored risk management strategies. Targeting financial advisors, Harvest seeks to address the complexities and costs associated with existing solutions, aiming to streamline compliance processes and improve operational efficiency through custodian-ready trade files.
Key facts
- Founded
- 2020
- Headquarters
- Santa Barbara, United States
- Stage
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- Industry
- Financial Technology
Business model
- GTM channel
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