Insights

Community Focus Heritage Financial FCU is a not-for-profit cooperative with a strong community focus across multiple counties in New York. This suggests sales opportunities around local partnerships, community programs, financial education initiatives, and region-specific product bundles to deepen local member engagement.

Digital Banking The credit union offers full-service capabilities and emphasizes personalized service, supported by a tech stack including online banking and various cloud and analytics tools. Opportunities exist to introduce advanced digital experience enhancements, secure scalable fintech integrations, and data-driven marketing services to optimize member journeys.

Growth Partnerships Recent news highlights partnerships with Hudson Heritage FCU and Barclays with Upstart for personal loans, signaling openness to vendor ecosystems and loan origination innovations. Potential sales angle includes expanding lending tech, multi-financing solutions, and cross-institution partnerships to broaden loan products.

Analytics Enablement Hudson Heritage FCU has leveraged Arkatechture for data analytics and custom dashboards, indicating a prioritization of data-driven decision making. A selling point could be data warehousing, BI dashboards, customer analytics, and performance reporting services tailored to credit unions.

Moderate Scale Financing With revenue between 50 to 100 million and a mid-sized employee base, Heritage Financial CU sits between small community lenders and large credit unions. This presents a sweet spot for scalable fintech, security, and regulatory-compliant solutions that fit growing member needs without overextending resources.

Heritage Financial Credit Union Tech Stack

Heritage Financial Credit Union uses 8 technology products and services including The Trade Desk, Crazy Egg, iCIMS, and more. Explore Heritage Financial Credit Union's tech stack below.

Heritage Financial Credit Union's Email Address Formats

Heritage Financial Credit Union uses at least 3 format(s):
Heritage Financial Credit Union Email FormatsExamplePercentage
First.Last@contacthh.orgJohn.Doe@contacthh.org
83%
Last@contacthh.orgDoe@contacthh.org
17%
First.Last@hhfcu.orgJohn.Doe@hhfcu.org
60%
FLast@hhfcu.orgJDoe@hhfcu.org
31%
Last@hhfcu.orgDoe@hhfcu.org
8%
First-Last@hhfcu.orgJohn-Doe@hhfcu.org
1%

Frequently Asked Questions

What is Heritage Financial Credit Union's phone number?

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You can contact Heritage Financial Credit Union's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

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

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Heritage Financial Credit Union's official website is heritagefcu.com and has social profiles on LinkedInCrunchbase.

How much revenue does Heritage Financial Credit Union generate?

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As of August 2026, Heritage Financial Credit Union's annual revenue is estimated to be $50M - $100M.

What is Heritage Financial Credit Union's NAICS code?

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Heritage Financial Credit Union's NAICS code is 52211 - Commercial Banking.

How many employees does Heritage Financial Credit Union have currently?

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As of August 2026, Heritage Financial Credit Union has approximately 149 employees across 2 continents, including North AmericaEurope. Key team members include Vice President Of Risk Management: J. I.Vice President , Human Resources: M. M.President: L. C.. Explore Heritage Financial Credit Union's employee directory with LeadIQ.

What industry does Heritage Financial Credit Union belong to?

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Heritage Financial Credit Union operates in the Banking industry.

What technology does Heritage Financial Credit Union use?

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Heritage Financial Credit Union's tech stack includes The Trade DeskCrazy EggiCIMSMicrosoft 365MauticPaylocityAhrefsCitrix.

What is Heritage Financial Credit Union's email format?

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Heritage Financial Credit Union's email format typically follows the pattern of First.Last@contacthh.org. Find more Heritage Financial Credit Union email formats with LeadIQ.

How much funding has Heritage Financial Credit Union raised to date?

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As of August 2026, Heritage Financial Credit Union has raised $3.7M in funding. The last funding round occurred on Apr 10, 2023 for $3.7M.

When was Heritage Financial Credit Union founded?

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Heritage Financial Credit Union was founded in 1940.
Heritage Financial Credit Union logo

Heritage Financial Credit Union

BankingNew York, United States51-200 Employees

Heritage Financial Credit Union is a community-focused financial cooperative based in Middletown, New York, serving residents across several surrounding counties. Founded in 1940, it operates as a not-for-profit organization with member accounts insured by the National Credit Union Administration for up to $250,000. It offers full-service banking, including checking, savings, loans, and online banking, while reinvesting earnings to reduce rates and support financial education, philanthropy, and community initiatives.

The credit union targets people who live, work, worship, or study in Orange, Ulster, Dutchess, Rockland, Sussex, and Pike counties, with accounts available for a minimal initial deposit. It emphasizes personalized, consistent service to members, aligning its operations with broader community development and financial literacy goals. In 2023, Heritage Financial Credit Union announced a collaboration with Upstart Holdings to provide personal loans, reflecting a strategic expansion of its lending options.

Section iconCompany Overview

Phone number
NAICS Code
52211 - Commercial Banking
Founded
1940
Employees
51-200

Section iconFunding & Financials

  • $3.7M

    Heritage Financial Credit Union has raised a total of $3.7M of funding over 1 rounds. Their latest funding round was raised on Apr 10, 2023 in the amount of $3.7Mas a grant.

  • $50M - $100M

    Heritage Financial Credit Union's revenue is estimated to be in the range of $50M - $100M

Section iconFunding & Financials

  • $3.7M

    Heritage Financial Credit Union has raised a total of $3.7M of funding over 1 rounds. Their latest funding round was raised on Apr 10, 2023 in the amount of $3.7Mas a grant.

  • $50M - $100M

    Heritage Financial Credit Union's revenue is estimated to be in the range of $50M - $100M

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