Heritage Group is a family office and private equity firm. Based in Nashville, Tennessee, United States. Known portfolio companies include Caribou Biosciences, Valera Health, Factual, Guardant Health, P2 Science and Upward Health, 16 companies in all.
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Investment focus
- Focus
- Big DataBiotechComputer VisionData AnalyticsDiagnosticsDigital HealthEnterprise SaaSGenomicsHealthcare OperationsMedTechProvider ServicesTelemedicine
Who to pitch at Heritage Group
Heritage Group portfolio companies (16)
- Caribou Biosciences
- Valera Health
- Factual
- Guardant Health
- P2 Science
- Upward Health
- ZwitterCo
- Persperity Health
- Biological Dynamics
- Inspire
- Monogram Health
- Wellvana Health
- Equiti
- Smart Vision Labs
- Connections
- Nationwide Medical
Co-investors
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About Heritage Group
The firm's listing covers sectors AI, Consumer, Hardware and Healthcare, and focus areas Big Data, Biotech, Computer Vision and Data Analytics; known deals cluster at Growth, Pre-Seed and Seed.
The team counts 7 people in our database. Ammar Amdani (Co-Founder), David McClellan (Partner) and Lauren Brueggen (Partner) are shown as the contacts to pitch.
Heritage Group shares portfolio companies with 20 other investment firms, among them The Cigna Group Ventures, Windham Venture Partners and Windham Capital Partners.
Frequently asked questions
What is Heritage Group?
Heritage Group is a family office and private equity firm based in Nashville, Tennessee, United States, with a known portfolio of 16 companies. The portfolio comes from public investment records rather than from the firm, so deals that never surfaced publicly are not in it.
What does Heritage Group invest in?
Listed sectors include AI, Consumer, Hardware and Healthcare; listed focus areas include Big Data, Biotech, Computer Vision and Data Analytics. Those tags come from the portfolio attached to the firm, so they describe what has been backed rather than a stated mandate for what comes next.
What stage does Heritage Group invest at?
The known deals of Heritage Group include Growth, Pre-Seed and Seed rounds. Check that against your own round before reaching out: stage mismatch is the most common reason a well matched sector still goes nowhere.
Who should I pitch at Heritage Group?
3 of the 7 people on file at Heritage Group are listed as contacts for the firm. All 7 have their own profile page.
How do I contact Heritage Group?
Any email address on file for the firm is masked on this page and readable inside RaiseHunt after you create an account. The 7 people attached to the firm have their own pages, each showing whether an address is on file for them.
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Data: RaiseHunt investor dataset · Snapshot 5 September 2026 · How this data is built · Report a correction or request removal