HARVEST SAVINGS + WEALTH TECHNOLOGIES INC.

Profile

Company Names

HARVEST SAVINGS + WEALTH TECHNOLOGIES INC.
TRIZIC, INC.

Addresses

60 EAST SIR FRANCIS DRAKE BOULEVARD, SUITE 200, LARKSPUR, CA 94939

101 LUCAS VALLEY ROAD, SUITE 200, SAN RAFAEL, CA 94903

101 LUCAS VALLEY ROAD, SUITE 302, SAN RAFAEL, CA 94903

555 SUTTER STREET, SUITE 302-303, SAN FRANCISCO, CA 94102

Phone Numbers

415-366-6872
650-395-8483

 

Entity Type:

CORPORATION

Industry:

COMPUTERS, OTHER TECHNOLOGY

Year Incorporated:

2014

State Incorporated:

DELAWARE

Total Amount Raised:

$25,579,000.00

Number of Funding Rounds:

8
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
8
2020-12-01 
$642,000.00 
$1,500,000.00 
$858,000.00 
Debt 
7
2019-06-17 
$7,955,000.00 
$12,500,000.00 
$4,545,000.00 
Equity 
6
2018-02-21 
$8,132,000.00 
$10,000,000.00 
$1,868,000.00 
Equity 
5
2017-06-02 
$2,500,000.00 
$2,500,000.00 
$0.00 
Debt 
4
2017-02-09 
$2,099,999.00 
$2,099,999.00 
$0.00 
Equity 
3
2016-08-25 
$1,000,000.00 
$2,000,000.00 
$1,000,000.00 
Debt 
2
2015-12-03 
$2,000,001.00 
$4,000,000.00 
$1,999,999.00 
Equity 
1
2015-03-20 
$1,250,000.00 
$2,000,000.00 
$750,000.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
JAY 
 
COPPOLETTA 
DIRECTOR
TRIZIC, INC.   |  THRAS.IO, INC.   |  HARVEST SAVINGS + WEALTH TECHNOLOGIES INC.   |  THRASIO HOLDINGS, INC.
SIEVERS 
 
DREW 
DIRECTOR
TRIZIC, INC.
JENNIFER 
 
GRANCIO 
DIRECTOR
HARVEST SAVINGS + WEALTH TECHNOLOGIES INC.   |  ETHIC INC.
SUSAN 
 
HAWKINS 
DIRECTOR
HARVEST SAVINGS + WEALTH TECHNOLOGIES INC.
ASIFF 
 
HIRJI 
DIRECTOR
PITTSBURGH HOLDINGS, INC.   |  TRIZIC, INC.   |  COINBASE GLOBAL, INC.   |  FIGURE TECHNOLOGIES, INC.   |  MOONPAY INC
IAIN 
 
KENNEDY 
EXECUTIVE OFFICER
TRIZIC, INC.
BRAD 
 
MATTHEWS 
DIRECTOR, EXECUTIVE OFFICER
TRIZIC, INC.
LYNN 
 
ROCHE 
DIRECTOR
HARVEST SAVINGS + WEALTH TECHNOLOGIES INC.
KELLY 
 
RODRIQUES 
DIRECTOR
MFOUNDRY INC   |  PENSCO SERVICES, LLC   |  TRIZIC, INC.   |  HARVEST SAVINGS + WEALTH TECHNOLOGIES INC.   |  ZENAPSE INC.   |  EQUIAM LLC
ROB 
 
RUECKERT 
DIRECTOR
VISIER, INC.   |  TRIZIC, INC.   |  CREAM, INC.   |  SORENSON VENTURES OPPORTUNITY FUND I, L.P.   |  REALTY MOGUL, CO.   |  HARVEST SAVINGS + WEALTH TECHNOLOGIES INC.   |  SORENSON CAPITAL PARTNERS IV-B, LP   |  SORENSON CAPITAL PARTNERS IV-A, LP   |  SORENSON CAPITAL PARTNERS IV, LP   |  SORENSON VENTURES II, L.P.   |  SORENSON SOCURE SPV, LLC   |  UNIPHORE TECHNOLOGIES INC.   |  SORENSON VENTURES III, L.P.   |  ZEROEYES, INC.
ANDREW 
 
SIEVERS 
EXECUTIVE OFFICER, DIRECTOR
TRIZIC, INC.   |  HARVEST SAVINGS + WEALTH TECHNOLOGIES INC.
DREW 
 
SIEVERS 
DIRECTOR, EXECUTIVE OFFICER
MFOUNDRY INC   |  TRIZIC, INC.
SCOTT 
 
STIEGLER 
DIRECTOR
BASE VENTURE INVESTING, INC.   |  TRIZIC, INC.   |  LOANSTAR TECHNOLOGIES, INC.
SHERRY 
 
WANGENHEIM 
EXECUTIVE OFFICER
TRIZIC, INC.
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
2020-12-15
D
Link
COMPUTERS 
 
DECLINE TO DISCLOSE 
Debt 
2020-12-01 
2019-06-25
D
Link
COMPUTERS 
 
DECLINE TO DISCLOSE 
Equity 
2019-06-17 
2018-03-02
D
Link
COMPUTERS 
 
DECLINE TO DISCLOSE 
Equity 
2018-02-21 
2017-06-12
D
Link
COMPUTERS 
 
DECLINE TO DISCLOSE 
Debt 
2017-06-02 
2017-02-17
D
Link
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
Equity 
2017-02-09 
2016-11-21
D/A
Link
COMPUTERS 
 
DECLINE TO DISCLOSE 
Debt 
2016-08-25 
2016-09-08
D
Link
COMPUTERS 
 
DECLINE TO DISCLOSE 
Debt 
2016-08-25 
2015-12-07
D
Link
COMPUTERS 
 
DECLINE TO DISCLOSE 
Equity 
2015-12-03 
2015-03-30
D
Link
COMPUTERS 
 
$1 - $1,000,000 
Equity 
2015-03-20 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#