Heritage Holdings Tech Stack

Investment office platform for family offices and entrepreneurs

Financial Services London, England 51–200 employees Privately Held

Heritage operates a technology-driven investment office serving family offices and entrepreneurs. The tech stack (Excel, Addepar, VBA, Power BI) signals a finance-operations core built on spreadsheet workflows and portfolio management tools. Active projects cluster around portfolio reporting, fund due diligence, and alternative asset sourcing, while pain points center on manual data handling and banking integrations—typical friction points for firms scaling across geographies (UK, France, Italy) without unified platforms.

Tech Stack 10 technologies

Core StackPower BI GitHub Salesforce Excel Addepar VBA PowerPoint LinkedIn

What Heritage Holdings Is Building

◆Challenges

Improving portfolio reporting
Enhancing investment frameworks
Improving investor experience
Expanding into new geographies
Refining commercial strategy
Strengthening organisational operations
Optimise fund finance processes
Manual data loading
Integration delays with banks
Integration of paris office

▲Active Projects

Enhancing portfolio reporting dashboards
Automated reporting tools
Improving investment processes and scorecards
Hedge fund due diligence framework
Building proprietary pipeline of private market fund managers
Market mapping and competitive intelligence
Commercial strategy development
Internal process and infrastructure building
Technology-driven projects to optimise fund finance processes
Building formulas and attributes in addepar

Hiring Activity

Decelerating15 roles · 3 in 30d

Department

Finance

Data

Ops

Research

Sales

Strategy

Seniority

Intern

Junior

Mid

Manager

Senior

Company intelligence

Find more companies like Heritage Holdings by tech stack, pain points and active projects

Get started free

About Heritage Holdings

Heritage provides investment office services to family offices, entrepreneurs, and advisors seeking alternative asset access and modern portfolio construction. The company operates across the United Kingdom, France, and Italy, with a team lean on finance (6 hires) and data roles (2 hires), reflecting a hands-on approach to portfolio management and reporting. Core operational work involves fund manager sourcing, due diligence, and investor reporting; current infrastructure projects target process automation, Addepar configuration, and banking integration.

HeadquartersLondon, England

Company Size51–200 employees

Hiring MarketsItaly, France, United Kingdom

Frequently Asked Questions

What is Heritage Holdings' tech stack?

Excel, Addepar, VBA, Power BI, PowerPoint, Salesforce, LinkedIn, and GitHub. The stack reflects a portfolio management workflow centered on Addepar with supporting analytics and CRM.

Is Heritage Holdings hiring in 2024?

Yes. 15 active roles across finance (6), HR (3), data (2), operations, research, sales, and strategy, with a mix of intern through senior-level positions. Hiring velocity is decelerating.