Heritage Union Overview

  • Year Founded
  • 2005

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 11

Employees

  • Latest Deal Type
  • 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

Formerly Known As
Atipa Direct, Heritage Union Llc
Ownership Status
Acquired/Merged
Financing Status
Formerly VC-backed
Corporate Office
  • 187 Danbury Road
  • Wilton, CT 06897
  • United States
+1 (800)
Primary Industry
Life and Health Insurance
Vertical(s)
Corporate Office
  • 187 Danbury Road
  • Wilton, CT 06897
  • United States
+1 (800)

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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
To view Heritage Union’s complete valuation and funding history, request access »

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

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

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Majestic Referring Domains

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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
To view Heritage Union’s complete investors history, request access »

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
To view Heritage Union’s complete acquisitions history, request access »

Heritage Union FAQs

  • When was Heritage Union founded?

    Heritage Union was founded in 2005.

  • 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.

  • 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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