OrthoFi

Denver, United States Founded: 2013 • Age: 13 yrs Acquired By Accel-KKR
SaaS platform is delivered for orthodontic payment flexibility and operations.
Annual revenue - Latest available
Total funding $4.9M 7 rounds
Employees - Tracked headcount
Investors 2 Known backers
Products 3 Services tracked
Competitors 8 Brand Intelligence

About OrthoFi

OrthoFi is a company based in Denver (United States) founded in 2013 by Jamie Reynolds and David Ternan was acquired by Accel-KKR in December 2020. OrthoFi has raised $4.89 million across 7 funding rounds from investors including Accel-KKR and Boathouse Capital. OrthoFi has completed 2 acquisitions, including Comprehensive Finance and OrthoBanc. OrthoFi offers products and services including OrthoFi, AcceptCare, and OrthoBanc. OrthoFi operates in a competitive market with competitors including Cedar, VisitPay, HealthiPASS, Rialtic and PatientPay, among others.

  • Headquarter Denver, United States
  • Founders Jamie Reynolds, David Ternan
  • Sectors
    Healthcare
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Healthcare → Health Technology & Digital Health
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $4.89 M (USD)

    in 7 rounds

  • Latest Funding Round
  • Investors
    Accel-KKR

    & 1 more

  • Employee Count
    Employee Count
  • Investments & Acquisitions
  • Acquired by
    Accel-KKR

    (Dec 31, 2020)

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Products & Services of OrthoFi

OrthoFi offers a comprehensive portfolio of products and services, including OrthoFi, AcceptCare, and OrthoBanc.

Primary

Platform for practice growth and cash flow optimization

Service for increasing case acceptance through payment options

Tool for managing patient payments and collections

People of OrthoFi

Headcount 50-200
Employee Profiles 48
Employee Profiles
People
Anna Brumback
Senior Manager Of Operations
People
Greg Cully
COO
People
Dan Santiago
VP of Customer Success
People
Marla Merritt
VP of Strategic Partnerships

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Funding Insights of OrthoFi

OrthoFi has successfully raised a total of $4.89M across 7 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 7
  • Last Round
  • First Round

    (22 Apr 2013)

  • Investors Count 2
Date Amount Transaction Name Valuation Lead Investors Investors
May, 2019 Amount Series A - OrthoFi Valuation Accel-KKR
Mar, 2016 Amount Series A - OrthoFi Valuation

investors

May, 2015 Amount Seed - OrthoFi Valuation

investors

Investors in OrthoFi

OrthoFi has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Accel-KKR and Boathouse Capital.

All
Venture Fund
Investor Description Founded Year Domain Location
Investments are focused on mid-market software and technology-enabled services firms.
Founded Year Domain Location
Private equity and debt investments are focused on multiple sectors.
Founded Year Domain Location

Investments & Acquisitions by OrthoFi

OrthoFi has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Comprehensive Finance and OrthoBanc.

Investments
Acquisitions
Company Name Description Domain Location Founded Year Amount
Provider of cloud based payment processing and loan management services for healthcare providers
2012
Payment management and credit risk management platform
2001

Financial Statements - OrthoFi

Orthofi Comparisons

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Competitors of OrthoFi

OrthoFi operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Cedar, VisitPay, HealthiPASS, Rialtic and PatientPay, among others.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Cloud-based payment solutions are provided for healthcare billing and analytics.
domain founded_year HQ Location
Cloud-based patient revenue management is delivered to healthcare providers.
domain founded_year HQ Location
Automated healthcare billing and patient account management are facilitated.
domain founded_year HQ Location
Payment solutions for healthcare sectors
domain founded_year HQ Location
Patient payment solutions for healthcare finance management are offered.
domain founded_year HQ Location
EMR integrated patient-centric payment solution using text messages

Latest news on Orthofi

Frequently Asked Questions about OrthoFi

OrthoFi was founded in 2013.

OrthoFi is headquartered in Denver, United States. It is registered at Denver, Colorado, United States.

David Ternan is the current CEO of OrthoFi. They have also founded this company.

OrthoFi is a funded company, having raised a total of $4.89M across 7 funding rounds to date. The company's 1st funding round was a Seed of $1.5M, raised on Apr 22, 2013.

OrthoFi was founded in 2013 in Denver, United States, within the orthodontic sector. A proprietary SaaS platform is supplied to orthodontists for establishing payment plans and handling end-to-end patient interactions. Operations are streamlined through outsourcing of accounting, financial planning and analysis, credit modeling, and analytics. Support is extended for corporate strategy and operational goals in orthodontic practices.

OrthoFi's top competitors include Cedar, VisitPay and HealthiPASS.

OrthoFi offers OrthoFi, AcceptCare, and OrthoBanc.

OrthoFi has made 2 acquisitions, including Comprehensive Finance, and OrthoBanc.

OrthoFi has 2 investors. Key investors include Accel-KKR, and Boathouse Capital.

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