NewHeritage
800 Boylston Street Suite 2200, Boston, MA, 02199, United States
Overview
For nearly twenty-five years, Heritage has focused on partnering with growing family-owned or founder-controlled businesses through a unique structure called The Private IPO®. In a typical Private IPO® transaction, Heritage takes a minority equity position in the company via a substantial investment in common and preferred stock. Our approach provides shareholders with the desired amount of liquidity, resolves transition issues, and allows shareholders to maintain control and accelerate the growth of their company. Since 1987, the firm has assembled a portfolio of more than 50 investments with aggregate revenues surpassing $3.5 billion.
- Total investments
- 1
- Lead investments
- 0
- Investments · 12mo
- 1
- Active investors
- 6
Investment portfolio
- Bluwhale
Participated · Series A · Oct 2025
Bluwhale offers a consumer-first platform that matches a user’s financial health score with an AI agent marketplace, enabling enterprises and developers to launch always-on financial services for a digitally native Gen Z audience. The company’s Layer-3, multi-chain infrastructure supplies data, storage, and compute to hundreds of AI agents that recommend assets and execute transactions securely on blockchains. Bluwhale’s ecosystem now serves more than 3.6 million users worldwide, positioning it as a leading real-world application of AI and blockchain convergence. On October 21, 2025 the firm conducted a Token Generation Event for $BLUAI, the native token that fuels its decentralized AI network. Management plans to direct new capital toward broadening institutional partnerships and integrating AI agents into everyday financial applications. By targeting the forthcoming wealth transfer to Millennials and Gen Z, Bluwhale aims to modernize financial services that remain reliant on physical branches and manual processes. Backing from both global banks and leading blockchain foundations underpins the company’s strategy to build secure, scalable, and interoperable AI for traditional and Web3 markets.