Heritage Marketing Group

What Heritage Marketing Group does

Heritage Marketing Group is a privately held, full-service marketing and advertising agency founded in 2009, headquartered in Helena, Montana with satellite offices in Denver, Colorado and Myrtle Beach, South Carolina. The firm operates as a professional services business generating revenue through custom-quoted project engagements and ongoing retainer arrangements, delivered via a consultative direct-sales motion targeting mid-market and enterprise clients. Its team of approximately seven to eight full-time staff is led by President and Account Director Chandra Lattig and VP of Strategic Marketing and Creative Ryan Lattig, supported by a designer/developer, graphic designer, marketing consultant, and a senior media planner with over three decades of buying experience.

The company offers a turnkey portfolio of digital and traditional marketing services. Digital services include digital strategy, web development and design, technical and on-page SEO, information architecture and UX, advanced analytics and tracking, content strategy and scoring, social media management, email and SMS marketing automation, search engine marketing (including PPC, display, and retargeting), and LMS integration. Traditional services include brand and message development, strategic planning, print collateral, market research, media planning and buying, trade show support, public relations, and event planning. Proprietary technology components include a marketing automation platform with email automation, lead scoring, behavior tracking, and sales-team notifications, plus a membership-site development capability with secure payment gateway integration and digital content libraries. Case studies demonstrate applied capability: a 113%+ web-traffic increase for The Midwives of New Jersey via rebranding and hosting optimization, a complete rebrand and content strategy for Living Water Guide Service, and a branded portal with payment gateway for the Promotion Optimization Institute.

The firm pursues a vertical-specialization go-to-market focused on Healthcare and Life Sciences, Consumer Packaged Goods (CPG), Wellness and Outdoor Recreation, and Manufacturing and Industrial clients, with named engagements in healthcare and pharmaceuticals (Johnson & Johnson, Novartis, Watson Pharmaceuticals, Blue Cross Blue Shield NJ, Summit Health, Alpharma). The value proposition is built around a data-driven approach that combines traditional marketing expertise with digital innovation, marketing automation, and analytics to attribute leads and revenue back to specific marketing channels. Pricing is not publicly disclosed, and the company does not sell personal information or operate an SDK, public API, or mobile app.

Name

Heritage Marketing Group

Legal name

Heritage Marketing Group

Website

https://heritageads.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

Heritage Marketing Group is a privately held, full-service marketing and advertising agency founded in 2009, serving Healthcare, CPG, Wellness, and Manufacturing clients across the US from offices in Helena, Denver, and Myrtle Beach with a team of roughly eight staff led by its founders.

Ownership category

akta.pro rank

Headquarters

HQ city

Great Meadows

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Marketing Agency Services: Full-service marketing and advertising agency providing digital and traditional marketing services including brand development, web development, SEO, content marketing, social media management, email marketing automation, media planning/buying, and strategic consulting. Revenue generated through project-based engagements and ongoing retainer arrangements with clients.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

Heritage Marketing Group is a full-service marketing and advertising agency that helps businesses build, promote, and measure their brands through digital and traditional marketing services. Offerings span web development and SEO, content marketing and social media management, email marketing automation, search engine marketing, advanced analytics and tracking, brand and message development, media planning and buying, public relations, and event planning. The firm specializes in four industry verticals — Healthcare, Consumer Packaged Goods (CPG), Wellness, and Manufacturing — and delivers work through project-based engagements and ongoing retainer arrangements.

Product overview

Heritage Marketing Group is a full-service marketing and advertising agency founded in 2009, offering both Digital Services and Traditional Services. The company specializes in four industry verticals: Healthcare, CPG (Consumer Packaged Goods), Wellness, and Manufacturing. Their digital service portfolio includes web development, SEO, content strategy, social media management, email marketing automation, search engine marketing, and analytics. Traditional offerings include brand development, market research, media planning, and public relations. The company has offices in Helena, MT (headquarters), Denver, CO, and Myrtle Beach, SC, and showcases client work through case studies in outdoor recreation, maternal health, and CPG industries.

Differentiator

Problem solved

Functional benefit

Products and services

• Digital Services Digital marketing services including digital strategy, web development and design, SEO (site audit, website optimization, technical SEO), information architecture and UX, advanced analytics and tracking, site speed optimization, content strategy, content scoring and ranking, social media management and strategy, creative design, audience engagement, email marketing automation (SMS drip campaigns, behavior triggered emails), search engine marketing (banner ads, pay per click, display re-marketing and re-targeting), and LMS integration. For mid-market and enterprise businesses seeking integrated digital marketing execution.
• Traditional Services Traditional marketing services including brand and message development, strategic planning, print collateral, market research, media planning and buying, advertising and promotion, trade show support, public relations, and event planning. For mid-market and enterprise businesses needing full-service brand and marketing support.
• Healthcare Marketing Specialized marketing services for healthcare industry clients, including patient engagement, healthcare-compliant content, brand development, and full-funnel campaigns tailored for pharmaceutical manufacturers, healthcare insurers, and healthcare providers.
• CPG Marketing Consumer packaged goods marketing services specializing in brand strategy, trade investment, retail execution, and consumer engagement, helping CPG manufacturers connect brand investment to commercial outcomes.
• Wellness Marketing Marketing services for wellness industry clients, focusing on lifestyle branding, authentic storytelling, and digital engagement for wellness brands.
• Manufacturing Marketing Marketing services for manufacturing industry clients, including industrial brand identity, B2B lead generation, technical content development, and web development for manufacturers and industrial firms.
• Membership Site Development Membership site and branded portal service that bundles secure payment gateway integration with a digital content library for PDFs, whitepapers, presentations, panoramas, and industry reports, delivered for organizations needing gated content distribution and member-paid access.

Quantifiable outcome

• 113%+ increase in web traffic for The Midwives of New Jersey
• +2 more outcomes

Named customers9 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• WPP: Global advertising and marketing services holding company. Represents the incumbent competitive pressure on Heritage's enterprise accounts, as large clients often consolidate marketing spend with WPP-owned agencies (Ogilvy, VMLY&R, Grey).
• WebFX: Larger, established digital marketing agency with proprietary technology (MarketingCloudFX) and broader service portfolio. Comparable offering across SEO, content, and web development but at significantly greater scale and with proprietary tech moats Heritage lacks.

Direct peers

• LYFE Marketing: Full-service digital marketing agency serving small and mid-market clients across multiple verticals. Similar service breadth (social media, SEO, PPC, content) and consultative sales motion to Heritage.
• Cardinal Digital Marketing: Healthcare-focused digital marketing agency offering SEO, paid media, and web development to provider and pharma clients. Directly comparable to Heritage in vertical specialization, agency size profile, and full-service digital + traditional model.
• SmartSites: Mid-sized full-service digital agency providing web design, SEO, PPC, and content marketing. Comparable service scope and target market (mid-market) to Heritage, though larger headcount and broader geographic reach.
• Disruptive Advertising: Mid-sized digital marketing agency specializing in paid media, SEO, and lifecycle marketing. Comparable in offering structure and consultative, data-driven positioning.
• Intrepy Healthcare Marketing: Boutique healthcare marketing agency providing web design, SEO, and paid media for medical practices. Comparable scale, vertical focus, and digital services stack to Heritage.
• Healthcare Success: Healthcare-exclusive marketing agency serving hospitals, physician groups, and medtech. Comparable to Heritage's healthcare vertical specialization and consultative, relationship-led GTM approach with mid-market and enterprise providers.
• Hawke Media: Full-service digital marketing agency offering media buying, SEO, web development, and content services to mid-market clients. Similar agency profile in scope, GTM (consultative sales), and service breadth to Heritage.

Emerging players

• PatientPop (Tebra): Healthcare-specific marketing/patient acquisition platform combining software with services. Comparable healthcare vertical focus and target buyer (medical practices, providers) to Heritage's healthcare segment, though delivered via SaaS-plus-services model.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/heritageads
• Facebookfacebook.com/heritagemarketingadvertising
• Instagraminstagram.com/heritagemarketing

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Heritage Marketing Group