Heritage Holding
Likely to Engage tag.Highly Engaged Employees

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

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

Phone Number

(617) 938-3664

Revenue

<$5 Million

Industry

Finance Venture Capital & Private Equity Holding Companies & Conglomerates
ZI Rank: 2
Signal Type
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Jun
ZI Rank
2
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2

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 MediaPopular SearchesHeritage HoldingHeritage HoldingsHeritage Holdings LtdHeritageHeritage Technology Services LLCSIC Code 67,679NAICS Code 52,523Show more

Heritage Holding Org Chart

PhoneEmail
CD
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Vice President, Mergers & Acquisitions

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HP
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Vice President

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ZG
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Assistant VP, Private Equity

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GT
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Senior Associate

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MM
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Associate

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MA
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Associate

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JY
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Associate

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GT
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Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Heritage Holding

<$5M
1-10
Private
-
2015
CD
Caleb DonnellyVice President, Mergers & Acquisitions
<$5M
11-50
Private
-
2010
N/A
<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
2006
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2007
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Heritage Holding is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Heritage Holding is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Heritage Holding.

Heritage Holding Tech Stack

A closer look at the technologies used by Heritage Holding

Most Recent Scoops

Hiring Plans
Heritage Holding has more open roles in Finance than it has had at any time in the past 12 months. Technologies mentioned include: Sage Intacct, and Core. Areas of expertise include: Investments.
Hiring Plans
Project
Spending/Investment
Open Position
Open Position
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Heritage Holding News & Media

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Top Finance 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: 67,679
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 is Heritage Holding competition?
Heritage Holding top competitors include: Harrison Capital Partners, Britt Private Capital, Blue Run Capital Management, Bram Capital Partners
What technology does Heritage Holding use?
Some of the popular technologies that Heritage Holding uses are: Cloudflare CDN, HubSpot, Sage Intacct, Microsoft 365
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

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