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● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

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● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

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● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

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● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

Heritage Investors
Location
7101 Wisconsin Avenue, Suite 950,
Bethesda, 20814, MD,
United States
Website
https://www.heritageinvestors.com/
Phone
1 301-951-0440
Artw industry
Banking and Financial Services
Employee
Revenue

Heritage Investors Technographics

Heritage Investors Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Heritage Investors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 20 Heritage Investors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Heritage Investors has purchased the following applications: React for Apps Development in 2023, Microsoft 365 for Collaboration in 2023, Jetpack Site Accelerator for Content Delivery Network in 2023 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Heritage Investors is running and its propensity to invest more and deepen its relationship with React , Microsoft , Salesforce or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.

We have been analyzing Heritage Investors revenues, which have grown to $25.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Heritage Investors intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.

Heritage Investors Data, Technology Stack, and Enterprise Applications
PaaS
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
React Legacy React Apps Development PaaS n/a 2023 2023
Transactional Email PaaS 2021 2021
Collaboration
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2023 2023
Collaboration Collaboration 2023 2023
IaaS
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Jetpack Legacy Jetpack Site Accelerator Content Delivery Network IaaS n/a 2023 2023
Domain Name System (DNS) IaaS 2023 2023
Domain Name System (DNS) IaaS 2023 2023
Investment Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
CRM and Investor Relationship Management Investment Management 2024 2024
CRM
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
CRM CRM 2023 2023
Marketing Automation CRM 2023 2023
Marketing Automation CRM 2023 2023
Sales Automation, CRM, Sales Engagement CRM 2024 2024
Tag Management CRM 2023 2023
CyberSecurity
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Identity and Access Management (IAM) CyberSecurity 2023 2023
Secure Email Gateways (SEGs) CyberSecurity 2019 2019
Secure Sockets Layer (SSL) CyberSecurity 2022 2022
Content Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Web Content Management Content Management 2023 2023
Web Content Management Content Management 2025 2025
IT Decision Makers and Key Stakeholders at Heritage Investors
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Heritage Investors Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Heritage Investors Technographics

Heritage Investors is a Banking and Financial Services organization based in United States, with around 20 employees and annual revenues of $25.0 million.

Heritage Investors operates a diverse technology stack with applications such as React, Microsoft 365 and Jetpack Site Accelerator, covering areas like Apps Development, Collaboration and Content Delivery Network.

Heritage Investors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as React, Microsoft and Jetpack.

Heritage Investors recently adopted applications including accessWidget in 2025, SatuitCRM in 2024 and Salesforce Sales Cloud in 2024, highlighting its ongoing modernization strategy.

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

Our research team continuously updates Heritage Investors’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 Investors technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.