Heritage Union Overview

  • Founded
  • 2005
  • Status
  • Acquired/​Merged
  • Employees
  • 11
  • Latest Deal Type
  • M&A

Heritage Union General Information


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
Ownership Status
Financing Status
Formerly VC-backed
Primary Industry
Life and Health Insurance
Primary Office
  • 187 Danbury Road
  • Wilton, CT 06897
  • United States
+1 (800) 000-0000
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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 000.00 Completed Generating Revenue
4. Later Stage VC 15-Jun-2009 00.00 000.00 Completed Startup
3. Early Stage VC (Series B2) 04-Feb-2008 000.00 000.00 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 Abandoned 05-May-2006 000000000 00

Heritage Union Executive Team (2)

Name Title Board Seat Contact Info
Frank Lortscher Executive & Board Member
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Heritage Union Board Members (7)

Name Representing Role Since
Frank Lortscher Heritage Union Executive & Board Member 000 0000
James Karides Self Board Member 000 0000
Richard Sharp Self Board Member 000 0000
Richard Wright Self Board Member 000 0000
You’re viewing 4 of 7 board members. Get the full list »

Heritage Union Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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Heritage Union Former Investors (2)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Archbrook Capital Management PE/Buyout Minority 000 0000 000000 0
Envest Private Equity PE/Buyout Minority 000 0000 000000 0
To view Heritage Union’s complete investors history, request access »

Heritage Union Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 000 0 15-Feb-2008 0000000000 Life and Health Insurance 000000 00
To view Heritage Union’s complete acquisitions history, request access »