Market Recognition Heritage Financial has been recognized as a top advisor nationally, indicating a strong market reputation and potential for branding partnerships or premium service offerings.
Leadership Changes Recent changes in the board and executive leadership suggest opportunities to introduce innovative financial solutions or tailored services to align with the company's strategic growth and governance.
Technology Stack Utilizing advanced tools like HubSpot Analytics and Tailwind CSS presents opportunities to offer digital marketing, website optimization, or CRM solutions to enhance their customer engagement and operational efficiency.
Expansion & Acquisition Heritage’s acquisition of Puget Sound Bank and recent board appointments indicate expansion activities, opening avenues for financial products, investment opportunities, and strategic partnerships.
Financial Scope With annual revenues between $10M and $25M and a focus on mortgage financing, there are opportunities to introduce specialized lending tech, loan management platforms, or client onboarding solutions tailored to mid-sized financial firms.
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$10BHeritage Financial uses 8 technology products and services including Google Fonts API, React, Chart.js, and more. Explore Heritage Financial's tech stack below.
| Heritage Financial Email Formats | Percentage |
| First@heritagefinancial.com | 64% |
| FLast@heritagefinancial.com | 18% |
| FirstLast@heritagefinancial.com | 9% |
| Middle@heritagefinancial.com | 9% |
Financial ServicesMaryland, United States11-50 Employees
Heritage Financial, Inc. is a full service mortgage broker specializing in residential mortgage financing, Conventional, FHA, VA, and Reverse Mortgages. NMLS ID 181623 http://nmlsconsumeraccess.org MD Lic#181623 DC Lic# MLB181623 PA Lic# 105096 Licensed by the Virginia State Corporation Commission MC-5475
Company Overview
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Funding & FinancialsHeritage Financial's revenue is estimated to be in the range of $10M$25M
Funding & FinancialsHeritage Financial's revenue is estimated to be in the range of $10M$25M
1-888-653-2347 
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