Heritage Holding Revenue

Financial Services • United States • 21-50 Employees

Heritage Holding revenue & valuation

Annual revenue	$2,309,985
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$7,400,000
Total funding	No funding

Key Contacts at Heritage Holding

Jeffrey Meyer

Member Board Of Directors

Avinash Jadhav

Director

Company overview

Headquarters	United States
Website	heritage-holding.com
NAICS	52
SIC	671
Founded	2015
Employees	21-50

Heritage Holding Email Formats

Heritage Holding uses 1 email format. The most common is {first name} (e.g., john@heritage-holding.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@heritage-holding.com	100%

About Heritage Holding

Heritage Holding is a Boston-based private investment firm targeting lower middle market businesses that generate between two and ten million dollars of EBITDA. Alex de Pfyffer and Ross Porter founded Heritage as a Search Fund after graduating from HBS in 2015. Heritage has since closed on a $220m first institutional fundraise in August of 2024 and completed ~35 acquisitions across 11 platform companies in B2B services, including telecom, IT and cyber security services, healthcare services, and skilled trades services. We were operators before investors... Our team is composed of entrepreneurs, former CEOs, and investors who are passionate about operating small businesses.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Director

Intern

Employees by Department

Heritage Holding has 10 employees across 4 departments.

Departments

Number of employees

Funding Data

Heritage Holding has never raised funding before.

Heritage Holding Tech Stack

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

Cloudflare

CDN

Google Hosted Libraries

CDN

Vue.js

JavaScript frameworks

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GraphQL

Programming languages

HTTP/3

Miscellaneous

Apollo

JavaScript libraries

Open Graph

Miscellaneous

HSTS

Security

Webflow

Page builders

core-js

JavaScript libraries

Frequently asked questions

Heritage Holding is located in US.

Heritage Holding generates an estimated annual revenue of $2,309,985. This revenue figure reflects the company's market position and business performance in its industry.

Heritage Holding has an estimated valuation of $7,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Heritage Holding was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Heritage Holding has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Heritage Holding

Jeffrey Meyer

Member Board Of Directors

Avinash Jadhav

Director

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