What Ratio does

Ratio is a privately held growth marketing agency founded in 2011 and headquartered in Nashville, Tennessee. The firm operates as a professional services company, not a technology product vendor, and delivers marketing strategy and execution work to enterprise clients. Its stated specialization is healthtech and fintech, two regulated verticals where it positions itself as a partner for companies scaling into or reshaping legacy industries. The agency is led by CEO and Founder Trish Rivard, with Dave Brooks serving as Chief Strategy Officer, and supplements internal staff with an Advisory Board of healthcare and financial technology executives that functions as a credibility and domain-expertise asset for client engagements.

The agency's offering is organized as seven service pillars: Intelligence & Insights, Brand & Creative, Social & Community, Performance Marketing, Automation, Data Integration, and Experience Design & Web, supplemented by specialized offerings such as a CRM Assessment diagnostic and GTM Strategy workshops. The firm has no proprietary technology platform, no API or SDK, and no disclosed patents; its deliverables are strategy, creative, and execution rather than software. Revenue is generated through custom project and retainer engagements with enterprise clients; pricing is not publicly disclosed and prospects are routed to a discovery-call intake process via the firm's website (goratio.com).

The customer base is concentrated in enterprise accounts within the two focus verticals, with named clients including Clearwater, Kasisto, Artisight, Socure, Flourish, People.Health, and SureTest. Documented outcomes cited in case studies include a 206% QoQ increase in MQL conversions for SureTest, an oversubscribed $42M Series B for Artisight, and unicorn-status achievement for Socure. The firm is independently operated with no disclosed parent company, no external funding rounds, and no institutional investors on record. Distribution is direct, primarily through the website and conference presence at industry events such as HLTH and ViVE, with a global geo scope claimed for the discovery-call channel.

Name

Ratio

Legal name

Ratio

Website

https://goratio.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Ratio is a privately held growth marketing agency founded in 2011 and based in Nashville that provides brand, creative, performance marketing, and go-to-market services to enterprise clients in the healthtech and fintech sectors.

Ownership category

akta.pro rank

Product category

Marketing Services

NAICS

Advertising Agencies (541810)

SIC

Services-Advertising Agencies (7311)

akta.pro primary industry

Lead Nurturing & Marketing Operations (List Management, Scoring) (MPAAAIAJ)

akta.pro secondary industries

Custom Market Research (Ad Hoc Studies, Segmentation, U&A) (MPAAALAC), Digital PR & Social Media Communications (MPAAADAJ)

Keywords

• Growth marketing agency
• Healthtech marketing services
• Fintech marketing services
• Brand strategy consulting
• Performance marketing services

Headquarters

HQ city

Nashville

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations

Revenue model

1. Marketing Services Retainer/Project Engagements: Ratio generates revenue through professional services engagements with healthtech and fintech clients. Services include brand strategy, creative development, performance marketing, automation, and digital experience design. Engagements appear to be project-based or retainer arrangements tailored to client growth objectives.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Ratio is a growth marketing agency that helps healthtech and fintech technology companies scale and reshape legacy industries. It delivers a modular suite of professional services spanning intelligence and insights, brand and creative development, social and community strategy, performance marketing, automation, data integration, and experience design. Engagements are sold as tailored project or retainer-based work, with outcomes measured by client revenue, conversion, and funding milestones.

Product overview

Ratio is a growth marketing agency offering a unified suite of professional services rather than a software product platform. The core offering consists of seven interconnected service pillars: Intelligence & Insights, Brand & Creative, Social & Community, Performance Marketing, Automation, Experience Design & Web, and Data Integration. These services are designed to work together as a comprehensive go-to-market solution for healthtech and fintech companies. The agency also offers specialized offerings including a CRM Assessment tool, advisory board support, and strategy workshops such as the Brand Foundations Workshop.

Differentiator

Problem solved

Functional benefit

Products and services

• Intelligence & Insights Market landscape assessment service that uncovers opportunities, anticipates trends, and provides informed decisions to fuel growth for healthtech and fintech clients.
• Brand & Creative Brand strategy and creative services that engage Ideal Customer Profiles, bring brand stories to life, and help clients gain market traction in healthtech and fintech verticals.
• Social & Community Content and social strategy services that support the entire buying journey, boost brand awareness, grow trust, and deepen customer loyalty.
• Performance Marketing Marketing services that attract, engage, and convert prospects to expand reach, generate new revenue, and lower Customer Acquisition Cost for healthtech and fintech clients.
• Automation Automation strategies for marketing, sales, and operations activities that boost efficiency, enhance engagement, and improve customer satisfaction.
• Experience Design & Web Custom, dynamic user experience and website design services that build credibility, encourage engagement, and generate high-quality leads.
• Data Integration Data integration services that connect systems and enable seamless data flow across platforms to support marketing and sales operations.
• CRM Assessment Diagnostic assessment that identifies gaps in CRM systems and sales processes to unlock smarter revenue strategies and improve CRM adoption for clients.
• Go-to-Market (GTM) Strategy

Quantifiable outcome

• 206% QoQ increase in MQL conversions for SureTest
• +4 more outcomes

Named customers7 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• NCRminorGTM or Marketing PartnerNCR served as a co-marketing partner for Kasisto's community banking segment growth campaign. Kasisto collaborated with NCR on co-branded campaigns to drive engagement with community banking prospects. This partnership was part of Kasisto's downmarket expansion strategy following Ratio's messaging guidance.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• Single Grain: Growth marketing agency serving B2B SaaS and tech clients with performance marketing, SEO, and content. Comparable in offering mix (brand + demand gen) and client profile (venture-backed tech companies) to Ratio.
• Directive: B2B tech marketing agency specializing in enterprise SaaS, with paid media, SEO, and revenue strategy offerings. Similar enterprise-level positioning and full-funnel service stack to Ratio.
• Velocity Partners: B2B tech marketing agency focused on enterprise tech and fintech clients with brand, content, and demand generation services. Closely matches Ratio's vertical focus and enterprise buyer base.
• KlientBoost: Performance marketing agency specializing in paid acquisition and conversion rate optimization for SaaS and tech clients. Overlaps with Ratio's Performance Marketing and conversion-driven engagements.
• Ironpaper: B2B growth marketing agency with brand, demand generation, and ABM services for tech and industrial clients. Comparable boutique positioning and full-stack service model to Ratio.
• Heinz Marketing: B2B sales and marketing agency focused on demand generation, ABM, and pipeline management for tech companies. Similar mid-sized agency structure and tech-vertical specialization.
• DemandZEN: B2B demand generation agency focused on tech and SaaS, with content syndication and appointment setting. Matches Ratio's performance marketing and demand-side capabilities for enterprise tech buyers.
• New Perspective: B2B marketing agency offering strategy, content, and demand generation for technology companies. Comparable in targeting enterprise tech buyers with integrated GTM services.

Broad incumbents

• SmartSites: Larger full-service digital marketing agency covering web, SEO, PPC, and brand. Wider offering breadth and larger headcount than Ratio, with overlapping services in performance marketing and experience design.
• WebFX: Large full-service digital marketing agency offering SEO, paid media, content, and web design across many verticals. Competes with Ratio on performance marketing and experience design but at significantly larger scale and broader vertical coverage.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/GoRatioHQ
• Facebookfacebook.com/RatioGrowthMarketing

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ratio