About Heritage
Heritage is a Financial Services company based in Saint Peter Port (Guernsey) founded in 2000, and was acquired by Ocorian in June 2017. Investment and insurance services are provided by Heritage in Guernsey. Its focus areas include Services for Investment Industry.
Company details
Heritage was established in 2000 and is headquartered in Saint Peter Port, Guernsey. Investment and insurance services are delivered through its online domain, heritage.co.gg. Operations center on financial advisory and risk management solutions within the insurance and investment sectors. Clients in the region are supported with tailored products, ensuring compliance with local regulations and market standards. The firms activities remain focused on stable, long-term financial engagements.
- Headquarters Saint Peter Port, Guernsey
- Stage Acquired
- SectorsFinancial Services
- Website heritage.co.gg
- Social X
- Acquired by Ocorian (Jun 2017)
Investors in Heritage
Heritage has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Ocorian.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management services are provided to international clients. | 1971 | ocorian.com | Saint Helier, Channel Islands |
Investor details for Heritage
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of Heritage
2 dated milestones of Heritage across 17 years, from founding to its latest funding, stage changes and deals.
- Founded Heritage is founded.
- Exit Acquired by Ocorian.
Web traffic of Heritage
Websites that share an audience with Heritage (heritage.co.gg).
Websites whose visitors overlap most with Heritage. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| heritagegroupusa.com | 100% | #4,055,690 | View details | ||
heritageinsuranceagency.co.uk | heritageinsuranceagency.co.uk | 100% | β | ||
| insuranceeurope.eu | 99% | #1,991,312 | View details | ||
smartpensionsuk.co.uk | smartpensionsuk.co.uk | 99% | β |
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Related news about Heritage
Complete news archive for Heritage
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Frequently Asked Questions about Heritage
Heritage was founded in 2000.
Heritage is headquartered in Saint Peter Port, Guernsey.
Heritage was established in 2000 and is headquartered in Saint Peter Port, Guernsey. Investment and insurance services are delivered through its online domain, heritage.co.gg. Operations center on financial advisory and risk management solutions within the insurance and investment sectors. Clients in the region are supported with tailored products, ensuring compliance with local regulations and market standards. The firms activities remain focused on stable, long-term financial engagements.
Heritage has 1 investor. Key investors include Ocorian.
Yes. Heritage was acquired by Ocorian in June 2017.

