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© All Rights Reserved. ApplyBlast.com
Heritage Holding
The Reporting Manager will join the strategic Central Reporting Team to support the Wealth Management business by ensuring accurate and timely portfolio information for UHNWI clients. This role involves reconciling data into consolidated wealth reports, enhancing portfolio analytics, and collaborating with technology teams to improve the firm's proprietary wealth management platform. The position requires strong analytical skills and experience in financial documentation to drive data quality and client decision-making.
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.