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© All Rights Reserved. ApplyBlast.com
Heritage Holding
Heritage is seeking a Reporting Intern to support wealth-reporting activities by manually loading transactions and valuations, ensuring data accuracy, and assisting with reconciliation and integration processes. The role involves collaboration with the tech team and contributes to basic formula creation within the Addepar platform.
Heritage Holding is an operator‑led private investment firm based in Boston that provides entrepreneurial capital to small U.S. businesses. The firm partners with founders and management teams, combining financial resources with hands‑on operational expertise. Heritage emphasizes active ownership and long‑term value creation through strategic and operational support. Its approach is tailored to help small companies grow, improve operations, and navigate ownership transitions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Heritage Holding.
Heritage Holding didn’t post a salary, so this is our estimate from similar listings.
3% below the average for this role
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