Key facts
- Status: Acquired/Merged (Operating Subsidiary).
- ·Watchlist + deal alerts for Heritage Financial (Other Financial Services)
- ·The full record, as it builds
Funding rounds
No funding rounds for Heritage Financial (Other Financial Services) are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Heritage Financial (Other Financial Services)
Provider of wealth management and financial planning services intended for individuals and families seeking to integrate complex financial areas. The company offers integrated financial planning, asset allocation, investment selection, and business succession planning services, enabling clients to eliminate financial risks and achieve long-term retirement goals through customized and personal advisory services.
- Sector
- Financial Services
- HQ
- Westwood, MA, United States
- Employees
- 47
- Website
- heritagefinancial.net/
- Ownership
- Acquired/Merged (Operating Subsidiary)
Heritage Financial (Other Financial Services) doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Heritage Financial (Other Financial Services) shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Heritage Financial (Other Financial Services) in its N-PORT filings yet. We sweep new filings monthly.