Thinking About Transitioning?
Harvest has partnered with 3xEquity, the authority on advisor transitions, to help you secure multiple offers from top broker-dealers, all while remaining 100% anonymous.
How Our FREE Service Works
3xEquity makes finding your best offers safer, more timely, and easier.
Over 1,000 offers have been delivered.
In the next few minutes a confirmation will be sent to the email address you listed above, noting that your secure data has been received. The team at 3xEquity will begin working right away to secure your offers, sometimes in as little as 4 business days. The confirmation email also includes details on how to contact 3xEquity at any time during the process or you can connect with them via their website at www.3xEquity.com.
Offers are not limited to partners of Harvest nor does Harvest receive your data. 3xEquity’s services for this offer are FREE to all advisors. Harvest may receive compensation based on advisor transitions. This compensation does not impact the offer you receive from a broker dealer.