Heritage Holding
Likely to Engage tag.Highly Engaged Employees

Finance · Massachusetts, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

30 Newbury St Ste 3, Boston, Massachuset...

Phone Number

(617) 938-3664

Website

www.heritage-holding.com

Revenue

<$5 Million

Industry

Finance Venture Capital & Private Equity Holding Companies & Conglomerates

About Heritage Holding

Heritage Holding is a Boston-based private investment firm that specializes in investing entrepreneurial capital in small US businesses. The firm focuses on various sectors including Managed Service Providers, Internet Service Providers, Commercial HVAC, and Wealth Management, offering operational expertise and hands-on support to help founders scale their companies. Heritage aims to build exceptional, enduring businesses by partnering closely with founders and providing strategic resources for growth. Their long-term approach and selective partnerships allow for deep involvement in the operational success of the companies they invest in.Explore more
Heritage Holding's Social MediaSIC Code 61,615NAICS Code 52,523Show more

Heritage Holding Org Chart

PhoneEmail
CD
United States flag for contact location.
Caleb Donnelly

Vice President, Mergers & Acquisitions

PhoneEmail
HP
United States flag for contact location.
Harry Patel

Vice President

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
ZG
United States flag for contact location.
Zachary Golub

Assistant VP, Private Equity

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
JS
United States flag for contact location.
Jack Spaulding

Associate

Flame icon indicating likelihood to engage via phone.PhoneEmail
JY
United States flag for contact location.

Associate

PhoneEmail
AM
United States flag for contact location.

Associate

PhoneEmail
MM
United States flag for contact location.

Associate

PhoneEmail
MA
United States flag for contact location.

Associate

PhoneEmail
SV
United States flag for contact location.

MBA Summer Associate

PhoneEmail
FG
United States flag for contact location.

Associate

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
GT
United States flag for contact location.

Associate

PhoneEmail
GT
United States flag for contact location.

Senior Associate

PhoneEmail
RT
United States flag for contact location.

Summer Associate

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
Illustration of an envelope

Heritage Holding Tech Stack

A closer look at the technologies used by Heritage Holding

Cloudflare CDN

By

Cloudflare
HubSpot

By

HubSpot
QuickBooks

By

Intuit
Sage Intacct

By

Sage
See more technologies

Top Finance Companies

Top companies in Canada by revenue

Golden Opportunities Fund
Picnic Capital
Noetic Fund
Sol Strategies
Norea Capital
View Full List

Top companies in Australia by revenue

LupoToro Group
Continuity Capital Partners
Blackbird Ventures
Certainty Wealth
GBA Capital
View Full List

Top companies in New Zealand by revenue

PMG Funds
ForthCo
Abano Healthcare Group
Outset Ventures
Greenplan Forestry
View Full List
See more top companies

Frequently Asked Questions Regarding Heritage Holding

What is Heritage Holding's official website?
Heritage Holding's official website is www.heritage-holding.com What is Heritage Holding's Revenue?
Heritage Holding's revenue is <$5 Million What is Heritage Holding's SIC code?
Heritage Holding's SIC: 61,615 What is Heritage Holding's NAICS code?
Heritage Holding's NAICS: 52,523 How many employees does Heritage Holding have?
Heritage Holding has 1-10 employees What industry does Heritage Holding belong to?
Heritage Holding is in the industry of: Finance, Venture Capital & Private Equity, Holding Companies & Conglomerates What technology does Heritage Holding use?
Some of the popular technologies that Heritage Holding uses are: Cloudflare CDN, HubSpot, QuickBooks, Sage Intacct How do I contact Heritage Holding?
Heritage Holding contact info: Phone number: (617) 938-3664 Website: www.heritage-holding.com What does Heritage Holding do?

Heritage Holding is a Boston-based private investment firm that specializes in investing entrepreneurial capital in small US businesses. The firm focuses on various sectors including Managed Service Providers, Internet Service Providers, Commercial HVAC, and Wealth Management, offering operational expertise and hands-on support to help founders sca... le their companies. Heritage aims to build exceptional, enduring businesses by partnering closely with founders and providing strategic resources for growth. Their long-term approach and selective partnerships allow for deep involvement in the operational success of the companies they invest in.Read More

 What are Heritage Holding social media links?
Heritage Holding Linkedin page Heritage Holding Twitter page Heritage Holding Facebook page Is Heritage Holding a public company?
Heritage Holding is private company therefore does not currently have an official ticker symbol
See more information about Heritage Holding

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.

Test Drive ZoomInfo's Directories

Browse Directories

Most Searched Industries

Construction Law Firms & Legal Services Business Services Finance Manufacturing Agriculture Software Accounting & Accounting Services Retail Healthcare Energy, Utilities & Waste Treatment Telecommunications Transportation Real Estate
People SearchCompany Search