Heritage Family Offices

Phoenix, United States

Heritage Family Offices specializes in taxation, wealth management, law, and insurance services.

$8.7M raised

May 2023

Venture - Series Unknown

Finance Financial Services Insurance Legal Wealth Management

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Frequently Asked Questions about Heritage Family Offices

How much funding has Heritage Family Offices raised?

Heritage Family Offices has raised $8.7M in total funding. The most recent round was Venture - Series Unknown. The last funding was announced in May 2023.

Where is Heritage Family Offices headquartered?

Heritage Family Offices is headquartered in Phoenix, United States.

What does Heritage Family Offices do?

Heritage Family Offices specializes in taxation, wealth management, law, and insurance services.

What stage is Heritage Family Offices at?

Heritage Family Offices is at the Venture - Series Unknown stage.

Cite this page

Free to use in articles, research, and reference works. Stable URL — will not change. Data on this page last updated May 18, 2023.

MLA

"Heritage Family Offices — Funding & Investors." VCBacked, May 18, 2023, https://www.vcbacked.co/company/heritage-family-offices. Accessed July 2, 2026.

APA

VCBacked. (2023). Heritage Family Offices — Funding & Investors. Retrieved July 2, 2026, from https://www.vcbacked.co/company/heritage-family-offices

Wikipedia (cite web)

{{cite web |title=Heritage Family Offices — Funding & Investors |url=https://www.vcbacked.co/company/heritage-family-offices |website=VCBacked |access-date=July 2, 2026}}

Profile data sourced and verified per the VCBacked methodology. Last funding round dated May 18, 2023.