Insights

Community Connection Heritage Financial's strong local ties and personalized, consultative approach to home financing suggest opportunities to cross-sell related financial products such as savings accounts, insurance, or investment services that complement their homeownership services.

Digital Engagement The company's use of multiple digital platforms including WordPress, Wix eCommerce, and social media indicates openness to expanding their digital marketing efforts, presenting potential for partnerships in online advertising, lead generation, or financial technology solutions.

Growth Potential With a revenue range of 10 to 25 million dollars and a relatively small team, Heritage Financial appears poised for expansion, providing opportunities to introduce scalable financial tools, loan management software, or service automation to support their growth.

Market Niche Focusing on helping first-time homebuyers and refinancing clients positions Heritage Financial as a key player in the residential mortgage market, ideal for offering targeted mortgage products or mortgage-servicing platforms to enhance their customer experience.

Competitive Positioning As a mid-sized firm with a customer-centric philosophy, there is an opportunity to introduce innovative customer engagement solutions, such as customer relationship management systems or loyalty programs, to strengthen client relationships and differentiate from larger competitors.

Heritage Financial Corporation Tech Stack

Heritage Financial Corporation uses 8 technology products and services including WordPress, Open Graph, MySQL, and more. Explore Heritage Financial Corporation's tech stack below.

  • WordPress
    Content Management System
  • Open Graph
    Content Management System
  • MySQL
    Database
  • Wix eCommerce
    E-commerce
  • styled-components
    Javascript Frameworks
  • Envoy
    Load Balancers
  • Elfsight
    Widgets
  • Facebook
    Widgets

Media & News

Heritage Financial Corporation's Email Address Formats

Heritage Financial Corporation uses at least 1 format(s):
Heritage Financial Corporation Email FormatsExamplePercentage
First@getheritageloans.comJohn@getheritageloans.com
50%
First@getheritageloans.comJohn@getheritageloans.com
50%

Frequently Asked Questions

What is Heritage Financial Corporation's official website and social media links?

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Heritage Financial Corporation's official website is getheritageloans.com and has social profiles on LinkedIn.

How much revenue does Heritage Financial Corporation generate?

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As of December 2025, Heritage Financial Corporation's annual revenue is estimated to be $168M.

What is Heritage Financial Corporation's SIC code NAICS code?

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Heritage Financial Corporation's SIC code is 6162 - Mortgage Bankers and Loan Correspondents NAICS code is 52 - Finance and Insurance.

How many employees does Heritage Financial Corporation have currently?

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As of December 2025, Heritage Financial Corporation has approximately 15 employees across 1 continents, including North America. Key team members include Chief Executive Officer: B. B.Chief Financial Officer: J. G.Senior Vice President And Manager - Consumer Credit And Dealer Lending: B. C.. Explore Heritage Financial Corporation's employee directory with LeadIQ.

What industry does Heritage Financial Corporation belong to?

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Heritage Financial Corporation operates in the Financial Services industry.

What technology does Heritage Financial Corporation use?

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Heritage Financial Corporation's tech stack includes WordPressOpen GraphMySQLWix eCommercestyled-componentsEnvoyElfsightFacebook.

What is Heritage Financial Corporation's email format?

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Heritage Financial Corporation's email format typically follows the pattern of First@getheritageloans.com. Find more Heritage Financial Corporation email formats with LeadIQ.

When was Heritage Financial Corporation founded?

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Heritage Financial Corporation was founded in 1994.

Heritage Financial Corporation

Financial ServicesNew Jersey, United States11-50 Employees

Heritage Financial Corp was founded with a commitment to break down the barriers to owning a home and educating homeowners. Heritage Financial has helped hundreds of families find ways to accomplish their home ownership needs, whether buying a first home or refinancing your current loan. Heritage financial Corporation has the professional expertise and knowledge to put together the home financing that is just the perfect fit for you . In Heritage Financial we have the expertise, experience and strength normally associated with large companies. At the same time, we have close ties and in-depth knowledge of needs of families and individuals in the local communities where our team members have lived and worked for over a decade. Our approach to our business is all about serving the needs of customers for the long term. We don't just sell you a product and go away. We take a consultative approach, guiding you through decision-making, helping you understand choices, and periodically reviewing your circumstances to ensure you have the best products and services to achieve both current and future goals. At Heritage Financial Loans,trust is important. We strive to make sure that every thing we do furthers your trust and confidence in us and our commitment to helping you achieve your personal financial goals.

NMLS ID: #137218

Section iconCompany Overview

SIC Code
6162 - Mortgage Bankers and Loan Correspondents
NAICS Code
52 - Finance and Insurance
Founded
1994
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Heritage Financial Corporation's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Heritage Financial Corporation's revenue is estimated to be in the range of $10M$25M

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