# Harvest Partners

> Harvest Partners is a VC fund in New York backing Health Care and CRM. See 14 investments, check sizes, portfolio and contact details. Updated Aug 2026.

- Type: VC Fund
- Location: New York, United States
- Total investments: 14
- Last investment: May 2026
- Lead investor: 50%
- Last updated: Aug 2026
- Website: http://www.harvestpartners.com/

Harvest Partners is a private equity firm that caters to the middle market companies. It offers its service for business services and consumer; healthcare and industrial services; and manufacturing and distribution industries. Harvest Partners was founded by Harvey Wertheim and Harvey Mallement in 1981. It is based in New York.

## Contacts

5 contacts available for Harvest Partners. Shizune tracks 12 team members at Harvest Partners. Sign up free to unlock them: https://app.shizune.co/sign-up/investor-profiles/find-team-emails/harvest-partners?utm_source=investor_profile

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| Health Care | 3 | 21% |
| CRM | 1 | 7% |
| SMS | 1 | 7% |
| Banking | 1 | 7% |
| GovTech | 1 | 7% |

28 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Private Equity | 7 | 50% |
| Series C | 1 | 7% |
| Secondary Market | 1 | 7% |

## Team

| Name | Title | Investments | Profile |
| --- | --- | --- | --- |
| Bobby Kelly | Partner & Co-Head | 3 | — |
| David Schwartz | Principal | 1 | — |
| Jay Wilkins | Senior Managing Director | 2 | — |
| Nicholas Romano | Partner | 1 | — |
| Stephen Carlson | Partner, Investment Committee | 2 | — |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| Power Home Remodeling | Power is far more than just a home remodeling company – it’s a dream-realization company. Whether you need replacement vinyl windows, roofing, siding, entry doors or attic insulation, when you partner with Power on your project, you’ll get a warm, professional, responsible company that will redefine your expectations for service and quality andturn your dream home into a reality. Don't just take our word for it. Check out our reviews and testimonials online as well! |  | Private Equity | May 04, 2026 |  |
| Mobile Infrastructure | Mobile Infrastructure is a customer services company that offers comprehensive services centred around the movement of people and goods. From vehicle parking solutions to electric vehicle charging stations and food delivery, the company provides essential infrastructure to support modern transportation needs. Mobile Infrastructure also plays acrucial role in facilitating seamless mobility and logistics. | $40.4M | Post-IPO Debt | Sep 11, 2024 |  |
| Mercer Advisors | Mercer Advisors is a total wealth management firm that provides fee-only comprehensive investment management, financial planning, family office services, retirement benefits, and distribution planning, estate planning, and tax management services to affluent individuals. Mercer Advisors is the parent company of Mercer Global Advisors, one of thelargest Registered Investment Advisors and financial planning firms in the U.S. with nearly $6 billion in assets under management and more than 4,300 clients. |  | Private Equity | Feb 28, 2023 |  |
| Clickatell | Clickatell creates a better world through technology, making commerce in chat accessible for everyone, everywhere. Consumers can now connect with brands to find goods and services, make purchases, track orders, and resolve issues with a simple text or chat. Clickatell’s Chat Commerce Platform supports the creation and development of customerrelationships in chat-based messaging, engagement, and payment solutions. Its global customers easily manage millions of monthly conversations and transactions, all through chat. No need for cash, phone calls, in-person interactions, or apps, Clickatell is powering the digital commerce transformation. Clickatell is a privately held company headquartered in Silicon Valley, CA with over $18 million in venture capital funding led by Sequoia Capital. | $91M | Series C | Feb 22, 2022 |  |
| Convergint Technologies | Convergint Technologies is a service-based global integrator of Electronic Security, Fire Alarm and Life Safety, Healthcare Technologies, Communications, and Building Automation. They provide professional services that seamlessly combine both their systems and enterprise integration skills to integrate disparate facility systems to meetcustomer's evolving business requirements.From day one, delivering value through unparalleled customer service and consistent operational excellence has been foundational at Convergint Technologies. Their promise and their number one objective, is to be their customers' best service provider. |  | Secondary Market | Dec 16, 2021 |  |
| Momobibi | Momo Bibi is a new media content startup that produces and distributes web dramas, short films, and media advertising contents. | $890.9K | Private Equity | May 25, 2021 |  |
| Granicus | Granicus provides technology that empowers government organizations to create better lives for the people they serve. By offering the industry’s leading cloud-based solutions for communications, meeting and agenda management, and digital services to more than 3,000 public sector organizations, Granicus helps turn government missions intoquantifiable realities. Granicus products connect more than 150 million people, creating a powerful network to enhance government transparency and citizen engagement. By optimizing decision-making processes, Granicus strives to help government realize better outcomes and have a greater impact for the citizens they serve.As a company, Granicus helps empower some of the most creative people in the world who innovate within complex public sector organizations. We help make policies more effective and to transform the citizen experience so that everything from road closures to fostering programs are better communicated, understood, and ultimately successful.Granicus and GovDelivery – both founded in 1999 – merged to form a new joint effort to support the needs of the public sector. As a newly-combined entity, Granicus’ mission reflects those of its legacy companies in delivering services that bring value to the public and help government accomplish its goals.This powerful alignment allows us to bring even more scale and innovation to the clients we serve. |  | Private Equity | Dec 17, 2020 |  |
| Integrity Marketing Group | Integrity Marketing Group provides product design, proven marketing systems, and profitability into today’s top-selling products. They bring together the needs of insurance companies and major distribution channels by providing product design, proven marketing systems, and profitability into today’s top-selling products. Their expertise in thesenior market allows us to partner with some of the largest insurance carriers in the nation. They strive to continually bring value to our business partners by designing proprietary products, offering exclusive marketing systems and having a proven track record of successful new products. |  | Private Equity | Aug 29, 2019 |  |
| APC Automotive Technologies | AP Exhaust and Centric have come together to create APC Automotive Technologies, a world-class automotive aftermarket company providing a trusted, one-stop-shop solution for Technicians and Performance Enthusiasts. |  | Private Equity | May 11, 2017 |  |
| VetCor | VetCor is a company which provides resources and knowledge sharing to help partners expand and grow their veterinary practice. |  | Private Equity | Apr 20, 2015 |  |

10 of 14 investments shown.

## Co-investors
- [Alvarez & Marsal Capital](https://shizune.co/investors/profile/alvarez-marsal-capital) — VC Fund, 2 deals together
- [Arrowroot Capital Management](https://shizune.co/investors/profile/arrowroot-capital-management) — VC Fund, 1 deal together
- Audax Private Equity — VC Fund, 1 deal together
- [Bain Capital](https://shizune.co/investors/profile/bain-capital) — VC Fund, 1 deal together
- [Bossa Invest](https://shizune.co/investors/profile/bossanova-investimentos) — VC Fund, 1 deal together
- Cressey & Company — VC Fund, 1 deal together

## Similar investors

### Similar stage
- [Foresight Group](https://shizune.co/investors/profile/foresight-group) — VC Fund
- [YFM Equity Partners](https://shizune.co/investors/profile/yfm-equity-partners) — VC Fund
- [Fondaction](https://shizune.co/investors/profile/fondaction) — VC Fund

## FAQ

### What does Harvest Partners invest in?

Harvest Partners invests primarily in Health Care, CRM and SMS startups, most often at Private Equity and Series C stage. Most of the 14 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.

### How do I contact Harvest Partners?

Public channels for Harvest Partners include the website linked on this profile. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.

### Who are the partners at Harvest Partners?

The team at Harvest Partners includes Bobby Kelly (Partner & Co-Head), David Schwartz (Principal) and Jay Wilkins (Senior Managing Director), among 12 team members tracked by Shizune. The Team section lists each member with their title, investment count and links.

### Is Shizune's investor data accurate?

Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.

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