Green Harvest Asset Management

What Green Harvest Asset Management does

Green Harvest Asset Management is a privately-held, New York-based investment management company founded in 2017. According to its firmographic profile, it offers tax-beneficial investment strategies and services to investors, consistent with the positioning of a small registered investment adviser (RIA) focused on tax efficiency — areas such as tax-loss harvesting, direct indexing, or customized separately managed accounts (SMAs). Headcount is reported in the 1-10 range, indicating a boutique advisory operation rather than a scaled asset manager.

No specific products, pricing, technology stack, AUM, or fee schedule are disclosed in the source data. One notable external signal is a redirect from the company's web domain to a PGIM ("customharvest") direct-indexing/SMA intermediary campaign page, which suggests Green Harvest may distribute or co-market customized SMA/direct-indexing solutions through PGIM's intermediary channel — though no formal partnership terms, contract details, or revenue-sharing mechanics are disclosed. Beyond that redirect, the available data does not include management-team bios, funding history, customer logos, regulatory actions, certifications, patents, or product roadmap information, so claims about client base, asset growth, or operating performance cannot be substantiated.

In summary, the verifiable picture is a small, private, US-based tax-focused investment advisory boutique with a possible distribution relationship into PGIM's intermediary SMA platform; the depth of that relationship and the firm's commercial scale remain undisclosed.

Name

Green Harvest Asset Management

Website

https://greenharvestam.com

Company type

Private

Founded year

2017

Headcount range

1–10 employees

Short description

Green Harvest Asset Management is a privately-held, New York-based boutique investment manager founded in 2017 that offers tax-beneficial investment strategies and services to investors, with 1-10 employees and a likely distribution link to PGIM's direct-indexing/SMA intermediary channel.

Ownership category

akta.pro rank

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Core offering

Green Harvest Asset Management provides investment management services centered on tax-beneficial strategies for individual investors. Its offering leverages direct indexing through separately managed accounts (SMAs), with the firm's web infrastructure routing to PGIM's direct indexing campaign, indicating tax-loss harvesting and customized tax-efficient portfolio construction as its core service.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax-Beneficial Investment Management Services

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves2 records

Expansion highlights2 records

Broad incumbents

• PGIM (Prudential Financial): PGIM is the $1T+ global asset management arm of Prudential and the upstream product partner whose direct-indexing campaign is linked from Green Harvest's data. It offers the SMA and direct-indexing infrastructure that smaller specialists like Green Harvest leverage.
• BlackRock iShares Direct Indexing: BlackRock offers institutional and advisor-served custom direct indexing through its iShares and SMA platforms, competing directly in tax-optimized separately managed account construction.
• Schwab Intelligent Portfolios Premium: Charles Schwab's robo- and advisor-led wealth offering includes tax-loss harvesting and Schwab Managed Portfolios with direct exposure to tax-aware strategies, competing in the same tax-optimized SMA category.
• Vanguard Personal Advisor / Personalized Indexing: Vanguard offers direct indexing through Personalized Indexing Services and Personal Advisor, providing low-cost tax-optimized portfolio management for HNW investors — a major scaled competitor in the direct-indexing category.
• Morgan Stanley Direct Indexing: Morgan Stanley offers custom direct-indexing SMAs to HNW clients via its advisor channel, directly competing in the tax-optimized separately managed account space.
• Goldman Sachs Custom Portfolio Solutions: Goldman Sachs' Personalized Investment Management and direct-indexing capabilities serve HNW and ultra-HNW clients with tax-aware, customized equity portfolios — a comparable scaled offering in tax-focused SMA management.
• Fidelity Wealth Management: Fidelity offers Wealth Management, Fidelity Go, and tax-aware managed account solutions to retail and HNW investors, providing scaled competition in tax-optimized portfolio construction.

Direct peers

• Wealthfront: Wealthfront is a digital wealth platform whose automated portfolio service includes daily tax-loss harvesting and direct indexing — closely aligned with Green Harvest's tax-beneficial strategy positioning, though at the mass-affluent rather than HNW end.
• Betterment: Betterment provides automated tax-loss harvesting, tax-coordinated portfolio management, and customized direct-indexing options for retail and HNW investors, overlapping Green Harvest's value proposition.

Others

• Addepar: Addepar provides the technology infrastructure that many RIAs and wealth managers use to deliver tax-optimized, customized direct-indexing portfolios — an ecosystem enabler comparable to the technology stack Green Harvest leverages via PGIM.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat2 records

Key risks4 records

Key highlights4 records

Customer concentration

• Xx.com/GreenHarvestAM

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Green Harvest Asset Management