


Heritage First Revenue
Financial Services • 800 W 47th Street, Suite 709, United States • 1-10 Employees
Heritage First revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Key Contact at Heritage First
Don Lueke
Owner
Company overview
| Headquarters | 800 W 47th Street, Suite 709, Kansas City, MO 64112, US |
| Phone number | +18167530232 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2005 |
| Employees | 1-10 |
| Socials |
Heritage First Email Formats
Heritage First uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@heritagefirst.net), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@heritagefirst.net | 100% |
About Heritage First
Heritage First is a Wealth Management firm helping clients plan, save and invest for the future with confidence. Since most people lack the time, temperament and knowledge to develop and execute their own financial plan, we assist clients in their ideal way. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. 3159857 - 07/25
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Heritage First has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Heritage First has never raised funding before.
Heritage First Tech Stack
Discover the technologies and tools that power Heritage First's digital infrastructure, from frameworks to analytics platforms.
Performance
Form builders
Analytics
UI frameworks
WordPress plugins
Video players
JavaScript libraries
CDN
JavaScript libraries
Advertising
Programming languages
Blogs
Frequently asked questions
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