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The Heitner Group
AddedFeb 17, 2024
UpdatedJun 28, 2026
The Heitner Group

The Heitner Group

Operating

Heitner Group: A family-owned investment office providing expert financial advisory services.

Location
Toronto, Ontario, CA
Firm
Compare
Portfolio
Employees
Website

The Heitner Group is a family-owned investment office led by entrepreneur Bernard Heitner. The firm primarily focuses on Series A investments, providing capital to promising startups with the potential for significant growth. The Heitner Group leverages Bernard Heitner's extensive experience in building successful businesses to identify and support visionary business leaders.

Notable portfolio companies include Mesh, which has raised $22 million. The firm's investment philosophy centers on partnering with entrepreneurs who share a passion for building successful organizations. Bernard Heitner, known for founding and growing Cambridge Global Payments into a leading foreign exchange house, brings invaluable expertise and strategic guidance to the table, enhancing the growth trajectory of portfolio companies.

The Heitner Group - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments1
Current Portfolio Count1
Total Portfolio Exits0

Top Investment Stages

Series A1 (100.0%)

Stage Mix

Series A 100%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Mesh logo

Mesh

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The Heitner Group - Classification

NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6210Security Brokers, Dealers, And Flotation Companies
  • 6211Security Brokers, Dealers, And Flotation Companies
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
Show 7 more industry codes
NAICS
  • 523100Securities and Commodity Contracts Intermediation and Brokerage
  • 523150Investment Banking and Securities Intermediation
  • 525000Funds, Trusts, and Other Financial Vehicles
SIC
  • 6000Depository Institutions
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end