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Heritage Financial Advisors

Heritage Financial Advisors

Investment, Funds and TrustsFlag of COUsaquén, Capital District, Colombia1-10 Employees

Company overview

HeadquartersCra 5 # 117 - 13, P3, Bogotá, DC 110111, CO
Phone number+573043272027
Website
SIC621
Keywords
Consultoría Financiera, Banca De Inversión, Reestructuraciones, Control E Información Directiva, Diseño Y Evaluación De Balance Scorecard, Diseño Y Evaluación De Sistemas De Costos, Valoración De Empresas
Founded2007
Employees1-10
Socials

Key Contact at Heritage Financial Advisors

Flag of US

Paul Sullivan

Founder

Heritage Financial Advisors Email Formats

Heritage Financial Advisors uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@heritage.com.co), used 100% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@heritage.com.co
100%

About Heritage Financial Advisors

Professional advice to sell your company, grow inorganically or find the resources you need to grow! The Heritage team has the experience and know how to help your company achieve your financial goals. Focused in the middle marked (Transactions around USD 20M-50M), Heritage has achieved a reputation of achieving fast results.

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Heritage Financial Advisors revenue & valuation

Annual revenue$684,440
Revenue per employee$86,000
Estimated valuation?$2,200,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
Founder/Owner
Manager

Employees by Department

Heritage Financial Advisors has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Heritage Financial Advisors has never raised funding before.

Heritage Financial Advisors Tech Stack

Discover the technologies and tools that power Heritage Financial Advisors's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

Google Workspace

Email

Lodash

Lodash

JavaScript libraries

Sentry

Sentry

Issue trackers

Sirvoy

Sirvoy

Appointment scheduling

WordPress.com

WordPress.com

PaaS

Wix

Wix

Blogs

HTTP/3

HTTP/3

Miscellaneous

PHP

PHP

Programming languages

Open Graph

Open Graph

Miscellaneous

HSTS

HSTS

Security

React

React

JavaScript frameworks

WordPress

WordPress

Blogs

Frequently asked questions

Heritage Financial Advisors is located in Usaquén, Capital District, CO.
You can reach Heritage Financial Advisors at +573043272027.
Heritage Financial Advisors was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.
Heritage Financial Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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