Heritage Funeral Homes Inc

What Heritage Funeral Homes Inc does

Heritage Funeral Homes Inc is a privately held, family-owned funeral services operator headquartered in Milwaukee, Wisconsin, with six physical locations across the Milwaukee metropolitan area (Milwaukee-Oklahoma, Oak Creek, New Berlin, Greenfield, and the Farwell/East Side), plus a dedicated Business Office and Care Center in Oak Creek. The company was formed through the consolidation of several long-standing, family-owned funeral establishments representing the Reiss, Johnson, Klemmer, Suminski, and Tyborski lineages, and now operates under a unified multi-generational ownership structure led by Owner/President Mark Reiss, Owner/CEO Paul Johnson, Owner/COO James Klemmer, and Owner/VP Sarah Ziesmer.

Heritage delivers traditional funeral services, cremation, burial, memorial and life-celebration services, veteran funeral services with military honors coordination, and pre-planning with pre-paid funeral plans and payment-plan options. On-site technical capabilities include a crematory, in-house custom printing for memory cards and guest books, integrated multimedia sound systems with Spotify access, and custom tribute videos. Supporting product lines include grief and healing resources, with referral partnerships to local grief-support organizations. There is no software platform, API, or AI/ML capability disclosed.

Revenue is generated predominantly through one-time at-need service fees across the firm's funeral, cremation, burial, and reception packages, supplemented by a deferred/contracted pre-planning revenue stream (pre-paid plans and installment payment plans described as inflation-protected). The go-to-market is direct-to-consumer at the firm's six locations, supported by obituary listings on the corporate website, a Facebook presence, and community-based grief-support partnerships. Customers are individual families and veterans in southeastern Wisconsin; there is no enterprise or B2B concentration.

Name

Heritage Funeral Homes Inc

Legal name

Heritage Funeral Homes

Website

https://heritagefuneral.com

Company type

Private

Founded year

1900

Operating status

Operating

Headcount range

11–50 employees

Short description

Heritage Funeral Homes Inc is a privately held, family-owned funeral and cremation operator with six locations across the Milwaukee, Wisconsin metropolitan area, serving individual families, veterans, and pre-planning customers with traditional funerals, cremation, memorial, and pre-need services.

Ownership category

akta.pro rank

Headquarters

HQ city

Milwaukee

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Supply Chain

Revenue model

1. Funeral and Cremation Services: One-time service fees for funeral services, cremations, burials, memorial services, and veteran funerals. Services include traditional funeral packages as well as full-service cremation options. The company also generates revenue from pre-planning services which may include pre-payment plans.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Heritage Funeral Homes provides funeral, cremation, burial, memorial, veteran honors, and pre-planning services directly to families across six locations in the Milwaukee metropolitan area. The company complements these services with in-house personalized tribute videos, custom-printed memorial materials, multimedia music systems, on-site crematory operations, catering for receptions, and grief support resources.

Product overview

Heritage Funeral Homes is a locally and family-owned funeral home operating as a single brand with six locations across the Milwaukee, Wisconsin metropolitan area. The company offers a unified suite of funeral and cremation services centered around its core product offerings: Funerals and Cremations, Veterans Funerals, Honoring Life (life celebration) Services, Pre-Planning Services, and Grief and Healing Support. Supporting these core services are add-on modules including Audio/Visual Offerings (sound systems, video slideshows, Spotify music access), In-House Printing Services (memory cards, bookmarks, guest books), and Food and Beverage Services (catering for receptions). The company operates as a service-based business rather than a software product company, with no API or AI capabilities.

Differentiator

Problem solved

Functional benefit

Products and services

• Funerals and Cremations

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Four partnerships are on record, tiered minor.

• Kyle's KornerminorStrategic or Co-development PartnerA local bereavement organization located in Wauwatosa, WI, dedicated to supporting grieving families with young children. Heritage refers families to this resource for additional grief support services.
• Companions on the Journey Grief Support GroupminorStrategic or Co-development PartnerJoint grief support group sponsored by Holy Apostles & St. Elizabeth Ann Seton parishes. Meets monthly to provide shared grief experiences in a safe environment.
• The Common Ground of Grief Support GroupminorStrategic or Co-development PartnerSupport group conducted by Patrick Dean, MEd., CT, director of grief education services for the Archdiocese of Milwaukee Catholic Cemeteries. Free support group open to all ages and faiths.
• GriefShareminorStrategic or Co-development PartnerNational grief recovery support group program. Heritage facilitates connections to local GriefShare meetings throughout the Milwaukee area.

Scale indicators3 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• StoneMor Partners: Multi-state cemetery and funeral services operator with significant pre-need cemetery and cremation operations. Adjacent competitor for end-of-life services customers in overlapping segments.
• Dignity Memorial: Consumer brand of Service Corporation International offering funeral, cremation, and cemetery services nationwide. Competes with Heritage across price points and pre-planning offerings.
• Carriage Services: Publicly traded provider of funeral and cemetery services with a decentralized operating model supporting local brands. Comparable in service mix and target customer, with materially greater scale.
• Foundation Partners Group: PE-backed operator of funeral homes and cemeteries across the U.S. Actively consolidates independent operators like Heritage and offers similar service categories (funerals, cremation, pre-need).
• Service Corporation International (SCI): The largest funeral, cemetery, and cremation operator in North America operating the Dignity Memorial brand. Competes with Heritage across price, scale, and pre-need funding capabilities, though focused on a much broader geographic portfolio.

Emerging players

• Tulip Cremation: Tech-enabled direct cremation provider offering online arrangements and flat-fee pricing. Represents a disruptive model targeting price-sensitive consumers that compete with Heritage's cremation offerings.

Direct peers

• Schmidt & Bartelt Funeral Service: Family-owned multi-location funeral home group serving the greater Milwaukee and Waukesha area. Directly comparable to Heritage as a competing multi-location, family-operated funeral home serving overlapping Milwaukee-metro communities.
• Betzler Life Story Funeral Homes: Family-owned funeral home serving the Milwaukee metro area offering traditional funeral, cremation, and life celebration services. Comparable in size, ownership structure, and service portfolio to Heritage.
• Max A. Sass & Sons Funeral & Cremation Service: Milwaukee-based family-owned funeral home offering traditional funerals, cremation, and pre-planning. Comparable in business model, ownership structure, and target market to Heritage.
• Krause Funeral Homes: Locally owned Milwaukee-area funeral home with multiple locations offering funeral, cremation, and pre-planning services. Competes head-to-head with Heritage for the same southeastern Wisconsin families.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/HeritageFuneralHomes
• LinkedInlinkedin.com/company/heritage-funeral-homes-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 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 Funeral Homes Inc