Company Information

Get to know Heritage Capital

Founded in 1975, Heritage Capital Group is an investment banking firm based in Jacksonville, Florida. It specializes in providing mergers and acquisitions (M&A) advisory, capital raising, and strategic consulting services to middle-market companies across various industries. The firm prides itself on its independent advice and long-term client relationships. Heritage Capital Group is also the exclusive Florida member of Oaklins, an international organization of M&A advisory firms, which provides it with a global reach and access to a broad network of buyers, sellers, and capital sources.

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Heritage Capital

Switzerland

Founded in

1986 (40 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.