Heritage Capital Group

heritagecapitalgroup.com

investment banking

heritagecapitalgroup.com

Jacksonville, Florida, United States

11-50 employees

12000000 revenue

LinkedIn Profile

About Heritage Capital Group

mergers, acquisitions, sell side advisory, growth, performance advisory, restructure, reorganize advisory, exit planning, business valuation, buy side advisory, capital raise, process improvement strategies, financial services, capital markets, business valuations, restructure and reorganize, debt and equity capital raises, middle-market investment banking, international transaction experience, strategic consulting

Heritage Capital Group's Tech Stack

Decision Makers at Heritage Capital Group

3 contacts

Alex Kellison

President

a***@heritagecapitalgroup.com Sign up to view

Bill Sorenson

Chief Executive Officer @ Heritage Capital Group | Managing Director

b***@heritagecapitalgroup.com Sign up to view

Joseph Gregory

President

j***@heritagecapitalpartners.com Sign up to view

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16 technologies detected · 3 decision makers · Emails available

Sales Outreach Angle

HubSpot users typically run inbound-led sales motions. Products that integrate with HubSpot (email automation, CRM enrichment, ABM platforms) are natural fits.

Heritage Capital Group's Position in the StackWho Database

• Heritage Capital Group is 1 of 734 investment banking companies tracked in StackWho.
• 732 investment banking companies in our database have verified decision-maker emails (100% of the cohort).
• 18,400 companies in Florida are in the StackWho database.
• 290 investment banking companies are in the 11-50 employee range (same size as Heritage Capital Group).

Technology detection from public web signals. Decision-maker contacts compiled from LinkedIn public profiles, company filings, and verified outbound testing. Methodology & sources · Updated July 2026.

Frequently Asked Questions

What technology does Heritage Capital Group use?

Heritage Capital Group uses Outlook, CloudFlare Hosting, Simpli.fi, Helpscout, Google Tag Manager, Google Font API, and 10 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at Heritage Capital Group?

StackWho has verified email addresses for 3 decision makers at Heritage Capital Group. Pro members can access direct emails for the CEO, CTO, VP of Engineering, and other key contacts. Use StackWho to reach Heritage Capital Group directly for sales, recruiting, or partnerships.

What industry is Heritage Capital Group in?

Heritage Capital Group operates in the investment banking industry, headquartered in Jacksonville, Florida, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export Heritage Capital Group's contact data?

Yes. StackWho Pro members can export decision maker contact data for Heritage Capital Group and similar companies to CSV. Use the export feature to build targeted prospect lists segmented by technology stack, industry, or location.