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: SatuitCRM for CRM and Investor Relationship Management in 2024 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 Satuit Technologies 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
Investment Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Satuit Technologies Legacy SatuitCRM CRM and Investor Relationship Management Investment Management n/a 2024 2024
IT Decision Makers and Key Stakeholders at Heritage Investors
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Heritage Investors Executives
Date Company Status Vendor Product Category Market
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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 SatuitCRM, covering areas like CRM and Investor Relationship Management.

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

Heritage Investors recently adopted applications including SatuitCRM 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.