Heritage Group

1986

Founded

42

Investments

United States

Offices

Venture Fund

Investor Type

About

Heritage Group is a Nashville-based healthcare-focused investment firm founded in 1986 by experienced healthcare entrepreneurs and operators. With over 35 years of experience, the firm has built, financed, and partnered with leading healthcare companies across various stages. Heritage Group manages approximately $1 billion in capital across its four funds, making both majority and minority investments ranging from $20 to $40 million per portfolio company.

The firm's strategic partners, including large provider systems, payers, and healthcare service providers, are actively involved in every aspect of the investment process, providing significant value to portfolio companies. In addition to its investment activities, Heritage Group collaborates with Meharry Medical College to advance health equity, empower diverse populations, and support minority-owned businesses through the Meharry-Heritage Fellowship.

Portfolio Companies

Medical Solutions, Sharecare, HealthChannels, Abode Healthcare, MDLIVE, Lumere, Spero Health

Gepgraphic Focus

United States

Key Differentiators

Active involvement of strategic partners in investment process, Focus on addressing challenges in the U.S. healthcare system, Partnership with Meharry Medical College to advance health equity

Thypical Investment Size

$20 to $40 million

Total Funds Raised

$1 billion

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CloudTech

Cybersecurity

Software

ClimateTech & CleanTech

IoT (Internet of Things)

PropTech

Pre-Seed

Seed

Series A

United States