Heritage Group

Heritage Group, LLC, established in 1986, is a Nashville, Tennessee-based venture capital firm specializing in healthcare investments. It provides early-stage and growth capital, typically investing up to $15 million per company, with a preference for healthcare services, healthcare IT, and technology-enabled services sectors. The firm seeks board participation in its portfolio companies and has a track record of investing in, operating, and advising innovative healthcare businesses.

Sarah Ali

Analyst

Ben Burnside

Senior Associate

Franklin Garstin

Associate

David McClellan

Co-Founder

Rock Morphis

Co-Founder

Kevin Ryan

Vice President

Matt Tome

Vice President

Past deals in Rhode Island

Upward Health

Series C in 2025
Upward Health Inc., established in 2017 and headquartered in Providence, Rhode Island, is a specialty care coordination organization that partners with health plans and providers to deliver home-based medical and behavioral care for individuals with complex needs, such as mental illness and substance abuse disorders. The company coordinates care among members' caregivers, primary care physicians, and other specialists to facilitate recovery and safe community reintegration. By focusing on high-risk patients, Upward Health aims to improve outcomes and reduce healthcare costs for its partners.

Upward Health

Series B in 2022
Upward Health Inc., established in 2017 and headquartered in Providence, Rhode Island, is a specialty care coordination organization that partners with health plans and providers to deliver home-based medical and behavioral care for individuals with complex needs, such as mental illness and substance abuse disorders. The company coordinates care among members' caregivers, primary care physicians, and other specialists to facilitate recovery and safe community reintegration. By focusing on high-risk patients, Upward Health aims to improve outcomes and reduce healthcare costs for its partners.

Upward Health

Venture Round in 2021
Upward Health Inc., established in 2017 and headquartered in Providence, Rhode Island, is a specialty care coordination organization that partners with health plans and providers to deliver home-based medical and behavioral care for individuals with complex needs, such as mental illness and substance abuse disorders. The company coordinates care among members' caregivers, primary care physicians, and other specialists to facilitate recovery and safe community reintegration. By focusing on high-risk patients, Upward Health aims to improve outcomes and reduce healthcare costs for its partners.
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