Heritage Financial Revenue

Financial Services • 175 Admiral Cochrane Drive, Suite 112, United States • 11-20 Employees

Heritage Financial revenue & valuation

Annual revenue	$11,200,000
Revenue per employee	$799,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$35,800,000
Total funding	No funding

Key Contacts at Heritage Financial

Max Edkins

Country Managing Director

Andrew Dalager

Founder / Lead Broker

Scott Sonnenberg

Regional Director

Sean Caywood

Owner

Company overview

Headquarters	175 Admiral Cochrane Drive, Suite 112, Annapolis, MD 21401, US
Phone number	+18003515755
Website	heritagefinancial.com
NAICS	52
SIC	653
Keywords	Short Sales, VA, FHA, Foreclosures, Mortgage, Conventional, Usda, Mortgage Broker, Bank Owned, Refinances, Lending Services, Loan Officer, Clear To Close
Employees	11-20
Socials

Heritage Financial Email Formats

Heritage Financial uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@heritagefinancial.com), used 60% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@heritagefinancial.com	60%
{first initial}	j@heritagefinancial.com	40%

About Heritage Financial

Heritage Financial, Inc. is a full service mortgage broker specializing in residential mortgage financing, Conventional, FHA, VA, and Reverse Mortgages. NMLS ID 181623 http://nmlsconsumeraccess.org MD Lic#181623 DC Lic# MLB181623 PA Lic# 105096 Licensed by the Virginia State Corporation Commission MC-5475

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Senior

Founder/Owner

Employees by Department

Heritage Financial has 17 employees across 6 departments.

Departments

Number of employees

Funding Data

Heritage Financial has never raised funding before.

Heritage Financial Tech Stack

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

reCAPTCHA

Security

Goober

JavaScript libraries

Axios

JavaScript libraries

Apache HTTP Server

Web servers

Alpine.js

JavaScript frameworks

HubSpot Analytics

Analytics

Google Analytics

Analytics

styled-components

Development

Google Tag Manager

Tag managers

Facebook Pixel

Analytics

React

JavaScript frameworks

HubSpot

Marketing automation

Frequently asked questions

Heritage Financial is located in 175 Admiral Cochrane Drive, Suite 112, US.

You can reach Heritage Financial at +18003515755.

Heritage Financial generates an estimated annual revenue of $11,175,625. This revenue figure reflects the company's market position and business performance in its industry.

Heritage Financial has an estimated valuation of $35,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Heritage Financial has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Heritage Financial

Max Edkins

Country Managing Director

Andrew Dalager

Founder / Lead Broker

Scott Sonnenberg

Regional Director

Sean Caywood

Owner

4.8

40,000 users