Harvest Exchange is a Houston, Texas-based investment management marketplace platform that connects investment firms and research providers with accredited and qualified investment product buyers. Led by CEO Peter Hans, the platform offers a direct SEC/FINRA-compliant way for providers to enhance their branding through content marketing to a targeted community. Since launching in 4Q13, more than 125,000 investors have signed up to access over 75,000 unique investment perspectives from over 5,000 firms managing in excess of $5 trillion in assets. The site receives up to 1,500 new macro thoughts, investment presentations and white papers per week. The company raised $5M in a Series B round and intends to use the funds to improve discovery and marketplace features across both web and mobile.

Total raised

$5M

Funding rounds

1

Latest round

Series B

Latest activity

Jun 2015