Chartwell Agency
Chartwell Agency is a Rockford, Illinois-based integrated marketing, digital, and advertising agency serving complex organizations in credit unions, economic development, education, healthcare, and nonprofit verticals. Founded in 1999, it offers strategy, creative, and digital execution under a unified campaign model.
- Company typePrivate
- Founded1999
- HeadquartersRockford, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Chartwell Agency does
Chartwell Agency is a privately held, full-service marketing, digital, and advertising agency headquartered in Rockford, Illinois. Founded in 1999 and operating for over 25 years, the firm provides integrated marketing communications, creative, and digital services to complex organizations. Its service portfolio is organized into three practice areas — Communications Services (content development, public relations, crisis communications, strategic planning, training, M&A communications support), Creative Services (advertising, branding, graphic design, video, website development), and Digital Marketing Services (CTV, DOOH, display, email, SEO/SEM, social media advertising, streaming audio). The agency's flagship "Integrated CONNECT Campaigns" offering unifies these capabilities under a single strategic plan.
The firm serves five specialized industry verticals: credit unions and financial institutions, economic development organizations, educational institutions, healthcare systems, and nonprofit organizations. These verticals share characteristics of regulatory complexity, stakeholder scrutiny, and public accountability, which Chartwell addresses through domain expertise and integrated execution. The agency operates a B2B, sales-led go-to-market model, with client acquisition driven by direct website inquiry and consultative sales engagement rather than self-serve transactions. Geographic focus is the U.S. Midwest.
Chartwell is led by founder and president Rebecca Epperson. The firm is independently owned with no disclosed parent company, external investors, or funding events. Revenue, headcount specifics beyond the 1-10 band, customer logos, and pricing are not publicly disclosed. The company maintains organic marketing channels including a content-rich website, social media presence on Facebook, Instagram, and LinkedIn, and an email newsletter program segmented by industry vertical.
Chartwell Agency firmographics
Firmographics- Name
- Chartwell Agency
- Legal name
- Chartwell Agency
- Website
- https://chartwell-agency.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Chartwell Agency is a Rockford, Illinois-based integrated marketing, digital, and advertising agency serving complex organizations in credit unions, economic development, education, healthcare, and nonprofit verticals. Founded in 1999, it offers strategy, creative, and digital execution under a unified campaign model.
- Ownership category
- akta.pro rank
Chartwell Agency industry classification
Industry- Product category
- Marketing and Advertising Services
- NAICS
- Advertising Agencies (541810), Public Relations Agencies (54182), Media Buying Agencies (541830)
- SIC
- Services-Advertising Agencies (7311)
- akta.pro primary industry
- Marketing Technology, AdTech & MarTech Services (BPAFAAAN)
Keywords
Where Chartwell Agency is headquartered
LocationHeadquarters
- HQ city
- Rockford
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Chartwell Agency business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure
Revenue model
- Professional Services and Consulting: Chartwell Agency generates revenue through providing integrated marketing communications, creative services, and digital marketing services to clients. As a professional services agency, they likely operate on project-based, retainer, or hourly billing models typical of marketing agencies.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Chartwell Agency product offering
Product offeringCore offering
Chartwell Agency is a full-service marketing, digital, and advertising agency providing integrated communications, creative, and digital marketing services to complex organizations. The agency delivers strategy, branding, advertising, video, web development, CTV/DOOH/display advertising, SEO/SEM, email, social media, and streaming audio under a unified Integrated CONNECT℠ Campaigns framework. Its work is organized around five industry verticals: credit unions and financial institutions, economic development organizations, education institutions, healthcare systems, and nonprofits.
Product overview
Chartwell Agency is a full-service marketing, digital, and advertising agency offering a unified portfolio of services organized around three core practice areas: Communications Services, Creative Services, and Digital Marketing Services. The agency operates on an integrated model where strategy fuels all initiatives and execution brings campaigns to life. Services span content development, branding, advertising, video, websites, CTV, DOOH, display, email, SEO/SEM, social media, and streaming audio. The agency specializes in five key industry verticals—credit unions and financial institutions, economic development organizations, education institutions, healthcare systems, and nonprofits—where complexity demands experience and measurable results matter. The Integrated CONNECT Campaigns offering serves as the agency's flagship service model, unifying all capabilities under one strategic plan.
Differentiator
Problem solved
Functional benefit
Products and services
- Communications Services
Companies that use Chartwell Agency
Customer profileSegments5 records
Ideal customer profiles5 records
Chartwell Agency technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Chartwell Agency partnerships and signals
Strategic signalScale indicators1 record
Recent moves3 records
Expansion highlights3 records
Chartwell Agency competitors and assessment
Company assessmentDirect peers
- Ten Adams: Ten Adams is a healthcare-focused independent marketing agency offering strategy, branding, digital, and creative services. It is a direct vertical peer to Chartwell's healthcare marketing practice, competing for similar hospital and health system clients.
- Brownstein Group: Brownstein Group is an independent Philadelphia-based advertising, PR, and digital agency with a long operating history, similar in structure and integrated service breadth to Chartwell Agency.
- ab+c Creative Intelligence: ab+c is an independent full-service marketing and advertising agency providing branding, digital, and media services. As a similarly sized independent shop, it is a direct peer to Chartwell in scope, structure, and target client profile.
- Gatesman: Gatesman is an independently held, full-service marketing communications agency offering advertising, digital, PR, and media services. Like Chartwell, it competes for integrated engagements from complex B2B and consumer clients and operates without holding-company ownership.
- Hiebing: Hiebing is a Madison, Wisconsin-based full-service B2B marketing agency of comparable size offering strategy, creative, digital, and media services — a close functional match to Chartwell's integrated agency model with similar Midwest roots and mid-market client focus.
- Hailey Sault: Hailey Sault is a healthcare marketing agency providing integrated strategy, creative, digital, and media services. Like Chartwell's healthcare practice, it serves health systems and provides domain-specialized marketing expertise as a mid-sized independent firm.
- Yaffe Group: Yaffe Group is a Michigan-based independent full-service marketing and advertising agency offering strategy, creative, digital, and media services to mid-market and complex-vertical clients — closely comparable to Chartwell in size, services, and approach.
- Tombras Group: The Tombras Group is an independent, full-service advertising agency offering creative, media, digital, and PR services. It competes with Chartwell for integrated mid-market and complex-vertical client engagements with a similar ownership structure.
- LevLane: LevLane is a Philadelphia-based independent full-service agency providing advertising, digital, public relations, and media planning. It is a direct functional peer to Chartwell in scope of services and go-to-market model targeting mid-market and regional clients.
- bottlerocketMower: bottlerocketMower (formerly Mower) is a multi-office independent marketing, advertising, and public relations agency offering integrated communications services — a comparable independent, full-service peer to Chartwell with overlapping capabilities.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights5 records
Customer concentration
Chartwell Agency social profiles
Digital presenceChartwell Agency financial estimates
Financial estimateRevenue estimate
Valuation estimate
Chartwell Agency leadership team
Management profileNumber of profiles
Profiles1 record
Chartwell Agency funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Chartwell Agency M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Chartwell Agency
What does Chartwell Agency do?
Chartwell Agency is a full-service marketing, digital, and advertising agency providing integrated communications, creative, and digital marketing services to complex organizations. The agency delivers strategy, branding, advertising, video, web development, CTV/DOOH/display advertising, SEO/SEM, email, social media, and streaming audio under a unified Integrated CONNECT℠ Campaigns framework. Its work is organized around five industry verticals: credit unions and financial institutions, economic development organizations, education institutions, healthcare systems, and nonprofits.
Is Chartwell Agency a public or private company?
Chartwell Agency is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Chartwell Agency founded?
Chartwell Agency was founded in 1999. It employs 1 to 10 people.
Where is Chartwell Agency based?
Chartwell Agency is headquartered in Rockford, United States, in the North America region.
How does Chartwell Agency make money?
One revenue line is on record: professional Services and Consulting.
Who are Chartwell Agency's main competitors?
Direct peers on record are Ten Adams, Brownstein Group, ab+c Creative Intelligence, Gatesman, Hiebing, Hailey Sault, Yaffe Group, Tombras Group, LevLane and bottlerocketMower.
Does Chartwell Agency have an API?
No public API is recorded for Chartwell Agency.
What industry is Chartwell Agency in?
Chartwell Agency's product category is Marketing and Advertising Services. Its primary akta.pro industry code is BPAFAAAN, Marketing Technology, AdTech & MarTech Services. Its NAICS code is 541810 and its SIC code is 7311.