founded with a vision to bridge
tradition and innovation
Built on decades of expertise, we combine strategic financial planning with cutting-edge technology to scale businesses and maximize long-term success.
Our approach is rooted in trust, adaptability, and a relentless drive to turn ideas into thriving ventures.
Trust
Adaptability
Drive
MISSION
At Heritage-Fi, we empower businesses with the resources, insights, and technology they need to grow.
Financial planning to product incubation
We provide the expertise and infrastructure that fuel sustainable success.
LEADERSHIP
Meet the Experts
Our leadership team brings deep industry experience in finance, technology, and venture growth.
Founder & CEO
Daniel Reid
Chief Finance Officer
Emily Carter
Head of Venture Strategy
Marcus Lee
Chief Tech Officer
