Creator of digital solutions
for wealth management
& finance professionals

Our solutions

Fintech leader in France, Harvest creates and designs digital
solutions and softwares for all professionnals in the wealth management.

Advisor portal

Wealth management, Simulators, Compliance, Reporting, Aggregation, CRM, Portfolio management, Content management, Tax & legal database, Email & notifications

Your client portal

Aggregation, Simulators,
Dashboards, Document vallet

Digital tools

On-line distribution of financial products, Simulators, Loan & mortgage instructions, API, Training


The benchmark software
in wealth management

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Manage your compliance, aggregate your clients’
portfolios and forge closer ties with your clients

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The wealth management portal that brings you
closer to your clients

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The comprehensive and digital
range of simulators

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The 100% omnichannel front to middle-office loan
sale and approval solution

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The faster way to build
tailored journeys

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The digital documentary solution
for wealth management professionals.

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The best tax
calculation software

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Supporting and satisfying our customers are our priorities


Thematic and multimodal wealth management courses

Customer Success Team

Tailored and personalized support to help using our solutions

Help and Assistance

A support team available Monday to Friday 9 am to 6 pm to assist you every day

All the IT developments initiated by our platform with Harvest over recent months have the same objective: to reduce administration time, simplify processing, and put advisers back at the heart of customer relations, while complying with our regulatory obligations

Marie-Anne Jacquier, CEO of UAF LIFE Patrimoine

They trust us

What's new?

Delphine Asseraf appointed Deputy CEO of Harvest and Fidroit.


Delphine Asseraf has been appointed Deputy CEO and member of the management committee of the holding company comprising Harvest and Fidroit.

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HARVEST and FIDROIT join forces.


A growth-oriented project with two major aims: to consolidate a service-based approach and meet technological challenges.

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Harvest announces the appointment of Virginie FAUVEL as CEO.


Harvest continues the process of the founders’ handover which began at the start of 2019 and continues its transformation to achieve its ambitions.

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