Heritage Investment Gro Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2018 2018
Investment Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Envestnet Legacy Envestnet Tamarac Portfolio and Investment Management Investment Management n/a 2022 2022
CyberSecurity
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Secure Email Gateways (SEGs) CyberSecurity 2021 2021
CRM
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Tag Management CRM 2020 2020
IT Decision Makers and Key Stakeholders at Heritage Investment Gro
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Heritage Investment Gro Executives
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FAQ - APPS RUN THE WORLD Heritage Investment Gro Technographics

Heritage Investment Gro is a Banking and Financial Services organization based in United States, with around 30 employees and annual revenues of $3.0 million.

Heritage Investment Gro operates a diverse technology stack with applications such as Microsoft Azure Cloud Services, Microsoft 365 and Envestnet Tamarac, covering areas like Application Hosting and Computing Services, Collaboration and Portfolio and Investment Management.

Heritage Investment Gro has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft and Envestnet.

Heritage Investment Gro recently adopted applications including GoDaddy in 2022, Envestnet Tamarac in 2022 and Paubox Email Suite in 2021, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Heritage Investment Gro’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Heritage Investment Gro’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

Subscribe to APPS RUN THE WORLD to access the complete Heritage Investment Gro technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.