Tech stack
No one at Harbor Ithaka has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Harbor Ithaka's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Morgan Stanley
Per Form ADV · $37M held · filed Mar 2024
S
Stonex Financial Inc.
Per Form ADV · $15M held · filed Mar 2024
J.P. Morgan
Per Form ADV · $9M held · filed Mar 2024
Schwab
Per Form ADV · $5M held · filed Mar 2024
Performance Reporting
Website Builders
