Heritage Union Overview
- Year Founded
-
2005

- Status
-
Acquired/Merged
- Employees
-
11

- Latest Deal Type
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M&A
Heritage Union General Information
Description
Provider of life insurance products designed to offer income protection to the middle market customer. The company's life insurance products include SalaryShield, a tool to calculate the life coverage amount that covers accidental death insurance, enabling customers to avail the insurance facilities in sub-urban area.
Contact Information
Website
www.heritageunion.comCorporate Office
- 187 Danbury Road
- Wilton, CT 06897
- United States
Corporate Office
- 187 Danbury Road
- Wilton, CT 06897
- United States
Heritage Union Valuation & Funding
Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
---|---|---|---|---|---|---|
5. Merger/Acquisition | 23-Dec-2015 | Completed | Generating Revenue | |||
4. Early Stage VC | 15-Jun-2009 | Completed | Startup | |||
3. Early Stage VC (Series B2) | 04-Feb-2008 | Completed | Startup | |||
2. Early Stage VC (Series A) | 14-Dec-2007 | $5.27M | $5.27M | Completed | Startup | |
1. Seed Round | Completed | Startup |
Heritage Union Patents
Heritage Union Recent Patent Activity
Publication ID | Patent Title | Status | First Filing Date | Technology (CPC) | Citations |
---|---|---|---|---|---|
US-20080021744-A1 | Method of providing for a periodic income stream conditioned on the age at death of the insured | Inactive | 05-May-2006 |
Heritage Union Signals
Heritage Union Former Investors (2)
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
---|---|---|---|---|
Archbrook Capital Management | PE/Buyout | Minority | ||
Envest Private Equity | Venture Capital | Minority |
Heritage Union Acquisitions (1)
Heritage Union’s most recent deal was a Merger/Acquisition with Annuity and Life Reassurance America. The deal was made on 15-Feb-2008.
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
---|---|---|---|---|---|
Annuity and Life Reassurance America | 15-Feb-2008 | Merger/Acquisition | Re-Insurance |
Heritage Union FAQs
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When was Heritage Union founded?
Heritage Union was founded in 2005.
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Where is Heritage Union headquartered?
Heritage Union is headquartered in Wilton, CT.
-
What is the size of Heritage Union?
Heritage Union has 11 total employees.
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What industry is Heritage Union in?
Heritage Union’s primary industry is Life and Health Insurance.
-
Is Heritage Union a private or public company?
Heritage Union is a Private company.
-
What is Heritage Union’s current revenue?
The current revenue for Heritage Union is
. -
How much funding has Heritage Union raised over time?
Heritage Union has raised $30.4M.
-
Who are Heritage Union’s investors?
Archbrook Capital Management and Envest Private Equity have invested in Heritage Union.
-
When was Heritage Union acquired?
Heritage Union was acquired on 23-Dec-2015.
-
Who acquired Heritage Union?
Heritage Union was acquired by Wilco Life Insurance Company.
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