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	heritagefirst.net
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

Founder/Owner

Partner

Senior

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.

Autoptimize

Performance

Gravity Forms

Form builders

Hotjar

Analytics

Animate.css

UI frameworks

Beaver Builder

WordPress plugins

Wistia

Video players

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

Google Ads

Advertising

PHP

Programming languages

WordPress

Blogs

Frequently asked questions

Heritage First is located in 800 W 47th Street, Suite 709, US.

You can reach Heritage First at +18167530232.

Heritage First generates an estimated annual revenue of $598,885. This revenue figure reflects the company's market position and business performance in its industry.

Heritage First has an estimated valuation of $2,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Heritage First was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

Heritage First has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Heritage First

Don Lueke

Owner

4.8

40,000 users