Harvest Investments

What Harvest Investments does

Harvest Investments (legal entity Harvest Valuations, LLC) is a private, US-based financial instrument valuation services firm founded in 1991 and headquartered in Burr Ridge, Illinois. The company delivers independent, transparent valuations for simple to complex and hard-to-price securities, including loans, fixed-income, asset-backed, structured, derivative, and digital asset instruments, to CPA firms, financial institutions (banks, insurance companies), investment funds, and state government entities. Its core product is the myPricingDesk platform, which streamlines valuation ordering, cost tracking, invoicing, and delivery of ASC 820 fair value hierarchy levels, models, reasonable ranges, and valuation risk scores, complemented by Customized Valuation Advisory Services, Specialized Loan Valuations, and Bespoke Enterprise Solutions.

The underlying technology is a proprietary market-based valuation methodology developed by founders Verne Scazzero and Susan DuRoss following the 2008 financial crisis, backed by transparent documented inputs and assumptions aligned with PCAOB, ASC 820, IFRS 13, and GASB 72 standards. The firm has valued over 575,000 financial instruments cumulatively with $1.08 trillion+ in aggregate valuation volume in the past year, processes more than 10,000 orders annually through myPricingDesk, and reports an average 3-day turnaround per engagement. Leadership involvement in the PCAOB Pricing Sources Task Force, AICPA Financial Instruments Advisory Group, and IVSC Standards Review Board anchors the firm's regulatory credibility.

Harvest generates revenue primarily through professional services engagements (independent valuations, advisory services, specialized loan and enterprise solutions) supplemented by subscription-style access to the myPricingDesk platform. Pricing is quote-based, engagement-specific, and structured without monthly or annual minimums or long-term contracts. The go-to-market model is sales-led and event-driven, with concentrated presence at AICPA conferences (EBP, ENGAGE, Not-for-Profit, Banks/Savings/Credit Unions, SEC/PCAOB), supported by content marketing (white papers, blog) and a direct portal sales channel. The company operates exclusively in the United States and remains founder-owned with no external institutional investors identified.

Name

Harvest Investments

Legal name

Harvest Valuations, LLC

Website

https://harvestinvestments.com

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

101–250 employees

Short description

Harvest Investments is a US-based, founder-owned financial instrument valuation firm serving CPA firms, banks, insurance companies, investment funds, and state governments with independent, ASC 820-aligned valuations delivered through its myPricingDesk platform.

Ownership category

akta.pro rank

Product category

Financial Instrument Valuation Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Instruments & Derivatives Valuation (BPAHANAF)

Keywords

• Financial instrument valuation
• Fair value services
• Audit valuation support
• Loan pricing services
• Valuation platform

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Others

Revenue model

1. Financial Instrument Valuation Services: Professional valuation services for simple to complex/hard-to-price securities, providing accurate, independent, and transparent valuations for financial reporting professionals.
2. myPricingDesk Platform Access: Subscription-style platform access for managing valuation orders, cost tracking, invoicing, and accessing valuation data including ASC 820 levels, models, and valuation risk scores. No monthly/annual minimums or contracts required.
3. Customized Valuation Advisory Services: Tailored advisory services addressing unique client valuation requirements, supporting complex instruments and regulatory compliance needs.
4. Specialized Loan Valuations: Dedicated loan pricing support for hard-to-value loans and bonds with full transparency into assumptions, market observations, and valuation risk.
5. Bespoke Enterprise Solutions: Enterprise-level valuation solutions customized for specific organizational needs and workflows.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

Harvest Investments provides independent financial instrument valuation services for simple to hard-to-price securities, including loans, fixed-income, asset-backed, structured, derivative, and digital asset instruments. Services are delivered through the proprietary myPricingDesk platform, which supports ordering, cost management, invoicing, and access to ASC 820 fair value hierarchy levels, valuation models, reasonable ranges, and valuation risk scores. Specialized service lines include Customized Valuation Advisory Services, Specialized Loan Valuations, and Bespoke Enterprise Solutions targeted at CPA firms, audit professionals, banks, insurance companies, funds, and state governments.

Product overview

Harvest Investments operates a platform-based model offering independent financial instrument valuation solutions. The core product is myPricingDesk, a comprehensive platform that streamlines valuation processes for CPA firms and financial reporting professionals. Built around this platform are specialized service offerings including Customized Valuation Advisory Services, Specialized Loan Valuations, and Bespoke Enterprise Solutions. The platform provides essential valuation data including ASC 820 fair value hierarchy levels, models, reasonable ranges, and valuation risk scores—all accessible through an intuitive, user-friendly interface designed to support the entire engagement workflow.

Differentiator

Problem solved

Functional benefit

Brands

• myPricingDesk: A time-tested platform designed for CPA firms and financial reporting professionals that simplifies valuation processes from ordering and cost management to follow-ups and invoicing.

Products and services

• myPricingDesk Valuation Platform A web-based platform for CPA firms and financial reporting professionals that streamlines the valuation process from ordering and cost management to follow-ups and invoicing, providing access to ASC 820 levels, models, reasonable ranges, and valuation risk scores.
• Customized Valuation Advisory Services Tailored valuation advisory services addressing unique client requirements with specialized expertise for complex instruments and regulatory compliance needs.
• Specialized Loan Valuations Expert valuation services for hard-to-value loans and bonds with full transparency into assumptions, market observations, and valuation risk.
• Bespoke Enterprise Solutions Enterprise-level customized valuation solutions designed to meet specific organizational valuation requirements and workflows at scale.

Quantifiable outcome

• 3-day average turnaround time for valuation reports
• +3 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• S&P Global Market Intelligence: Provides securities pricing, valuations, and analytics serving auditors, banks, and asset managers, overlapping with Harvest's independent valuation service line.
• Houlihan Lokey: Global investment bank with a Financial Advisory Services practice that includes valuation services for financial reporting and transaction opinions, comparable to Harvest's audit-support work.
• Kroll (formerly Duff & Phelps): Large global valuation and advisory firm offering financial instrument and complex securities valuations for audit, tax, and regulatory reporting, with overlap on audit-support engagements.
• Intercontinental Exchange (ICE) Data Services: Provides independent evaluated pricing, reference data, and analytics for fixed income and derivatives, overlapping with Harvest's valuation offerings for institutional and audit clients.
• SS&C Technologies (Intralinks / Advent): Provides technology and services across fund administration, valuation, and investment accounting for asset managers and financial institutions, overlapping with Harvest's institutional valuation customers.
• LSEG (Refinitiv) Pricing & Reference Data: Global incumbent offering evaluated pricing and reference data for fixed income and structured products, comparable to Harvest's services for auditors and financial reporting professionals.
• Bloomberg Valuation Service (BVAL): Broad incumbent offering evaluated pricing across fixed income and structured products, often used by audit firms for independent verification in the same workflows where Harvest operates.

Direct peers

• PricingDirect (now part of S&P Global): Independent pricing and valuation services for hard-to-price securities, directly competing with Harvest in financial instrument valuation for audit and reporting clients.
• Valuation Research Corporation (VRC): Independent valuation firm providing financial instrument, business, and asset valuations for financial reporting purposes, directly competing for audit and corporate clients.

Others

• Wolters Kluwer TeamMate: Provides audit workflow, methodology, and compliance tools to CPA firms, addressing the same audit-preparation workflow where Harvest's myPricingDesk platform is used.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/harvest-investments-ltd
• Xx.com/harvestinv

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments6 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Harvest Investments