Heritage Financial Advisors

Investment, Funds and Trusts • Usaquén, Capital District, Colombia • 1-10 Employees

Company overview

Headquarters	Cra 5 # 117 - 13, P3, Bogotá, DC 110111, CO
Phone number	+573043272027
Website	heritage.com.co
SIC	621
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
Founded	2007
Employees	1-10
Socials

Key Contact at Heritage Financial Advisors

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.

Format	Example	Percentage
{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.

Heritage Financial Advisors revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment, Funds and Trusts industry and current estimated revenues	$2,200,000
Total funding	No 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

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

WordPress.com

PaaS

Wix

Blogs

HTTP/3

Miscellaneous

PHP

Programming languages

Open Graph

Miscellaneous

HSTS

Security

React

JavaScript frameworks

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.

Key Contact at Heritage Financial Advisors

Paul Sullivan

Founder

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