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Heritage Family Offices Revenue and Competitors

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Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Heritage Family Offices's estimated annual revenue is currently $2.1M per year.(i)
  • Heritage Family Offices's estimated revenue per employee is $126,000

Employee Data

  • Heritage Family Offices has 17 Employees.(i)
  • Heritage Family Offices grew their employee count by -26% last year.

Heritage Family Offices's People

NameTitleEmail/Phone
1
Senior Investment OfficerReveal Email/Phone
2
Office ManagerReveal Email/Phone
3
Attorney At LawReveal Email/Phone
4
Associate Financial AdvisorReveal Email/Phone
5
PartnerReveal Email/Phone
6
Financial AdvisorReveal Email/Phone
7
Financial Advisor working with CPA TeamsReveal Email/Phone
8
PartnerReveal Email/Phone
9
Financial AdvisorReveal Email/Phone
10
Portfolio TraderReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$6.9M4158%N/AN/A
#2
$35.1M15219%N/AN/A
#3
$7.9M470%N/AN/A
#4
$18.9M905%N/AN/A
#5
$21M10014%N/AN/A
#6
$40M17312%N/AN/A
#7
$7.2M432%N/AN/A
#8
$6M366%N/AN/A
#9
$5.4M32300%N/AN/A
#10
$37.7M163N/AN/AN/A
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What Is Heritage Family Offices?

Heritage Family Offices, LLP combines Tax, Law, Asset Management, Wealth Management, and Insurance practices to provide a specialized family office experience.

keywords:N/A

N/A

Total Funding

17

Number of Employees

$2.1M

Revenue (est)

-26%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$1.5M17N/AN/A
#2
$1.5M17N/AN/A
#3
$1.5M17N/AN/A
#4
$3M170%N/A
#5
$3.3M170%N/A