About Us
Banking Built on Trust
Heritage Bank has helped families, founders and institutions build lasting wealth since 1885 — combining the discipline of a legacy institution with the speed of modern technology.
A Company Introduction
Heritage Bank is a full-service financial institution offering personal banking, business banking, lending, investment advisory and wealth management. What began as a single branch in downtown New York now spans 45 countries and 1,240 branches, with $145 billion of assets under management.
Our approach is simple: pair generations of financial expertise with the technology customers expect today, and never compromise on security, transparency or service.
Learn MoreOur Mission
To empower every customer with secure, transparent and accessible financial services that help them build a stronger future — whether that is a first savings account, a family home or a global business.
Our Vision
To be the world's most trusted bank: a institution where technology serves people, where advice is always in the customer's interest, and where prosperity is shared with the communities we serve.
Core Values
Six principles that shape every account we open and every loan we approve.
Integrity
We do the right thing, every time, for every customer.
Customer First
Every decision starts with the people we serve.
Innovation
Modern technology in service of timeless banking values.
Inclusion
Accessible banking for every community we operate in.
Excellence
Relentless standards across advice, service and security.
Stewardship
Protecting and growing wealth across generations.
Heritage Bank by the Numbers
Scale that comes from a century and a half of earned trust.
A Message from Our CEO
"When I joined Heritage Bank, I inherited a promise made in 1885: that a bank should be the steadiest thing in a customer's life. That promise still guides us. We invest in technology so your money moves faster, and in people so your questions are always answered by someone who cares. Thank you for trusting us with your financial future."
Our Company History
A timeline of the moments that built Heritage Bank.
Founded in New York
Heritage Bank opens its first branch on Financial Avenue with 12 employees.
Weathering the storm
One of the few banks to honour every deposit through the Great Depression.
National expansion
Branch network crosses 200 locations across the United States.
Going global
First international offices open in London, Frankfurt and Singapore.
Digital banking
Launch of online banking with round-the-clock account access.
Mobile-first
Award-winning mobile app with biometric security reaches 1M users.
$145B under management
Serving 2.5M customers across 45 countries with 1,240 branches.
Why Choose Heritage Bank
135+ years of stability
A balance sheet built to endure every economic cycle.
Bank-grade security
Military-grade encryption, 24/7 fraud monitoring and FDIC insurance.
Personalised advice
Dedicated relationship managers for personal and business clients.
Award-winning digital
Best-in-class mobile and online banking, rated 4.9/5 by customers.