Summary
Every enrolled household, on one page
Assets under management, what's funded, what's waiting on a signature, and what needs you.
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Harvest for Advisors
A modern platform for faith-driven clients.
You enroll them. Harvest manages the portfolio. You stay their advisor.
Screens from a Harvest demo firm, as of Sep 30, 2026. Example households, not clients.5
Who this is for.
Below minimum
Clients you'd otherwise turn away
Referrals, family members and early-career savers who aren't a fit for full service today. They get a managed account; you stay their advisor.
Next generation
The heirs of your best households
Start the relationship before the wealth transfers. Same firm, same values, their own account.
Faith-first
Families who want their portfolio to reflect their convictions4
Screened portfolios built from fund families you already know, without you building them.
What you see.
Households
Each household, each account
Status, portfolio, and the last date the numbers were settled. Nothing live, nothing simulated.
Client
The client card
Onboarding timeline, suitability answers, the model they were placed in, and their documents.
Screens from a Harvest demo firm, as of Sep 30, 2026. Example households, not clients.5
What your client sees
A modern, faith-aligned app.
Portfolio, deposits and withdrawals, and the free lessons on biblical stewardship. Their advisor is named in the app, and every balance carries the date it was settled.
Harvest app screens with example data, not a customer's account.5
How onboarding works.
You enroll them
Add the household and confirm suitability. Harvest matches them to a model.
We invite them
They get one email from Harvest, download the app, and confirm who they are.
They sign with Altruist
Account paperwork is signed at the custodian. Statements and tax documents live there.
You monitor
The account funds, the portfolio is placed, and every step shows on your dashboard.
We are not here to replace advisors. We are here to help.
Pricing
- One fee for your firm. Choose monthly or yearly.
- $250/monthor$2,500/year
- Per year, on your clients' assets1
- 0.25%
The rate above is the current schedule. A firm that joined under an earlier agreement may pay a different rate, and that firm's clients are shown their rate.
Your clients pay the advisory fee on the assets we manage.Form ADV Part 2AWrap fee brochure
Questions
Who holds client assets?
All assets are custodied at Altruist. Harvest manages the portfolio.3
Who is the adviser of record?
Harvest. Enrolled clients sign Harvest's advisory agreement, and Harvest manages the portfolio. Your firm is named as their advisor in the app and sees every account.
What does my client see?
The Harvest app: the portfolio, deposits and withdrawals, and the lessons. Statements, confirmations and tax documents are in the custodian's client portal, linked from the app.
Can a client move to full service later?
Yes. They are already your client. When they're ready, you bring them across.
How do I sign in?
Firms sign in at advisors.harvest-app.co. That is separate from a client login.
Request access.
Tell us about your firm. A person reads every one of these and replies by email.