About Upfront Healthcare
Upfront Healthcare is a Healthcare company based in Chicago (United States) founded in 2015 by Carrie Kozlowski, and was acquired by Health Catalyst in January 2025. Provider of data analytics platform to help clinics schedule and allocate resources. Upfront Healthcare has raised $95.54 million across 7 funding rounds from investors including Health Catalyst, Nashville Capital Network and Baird Capital. The company has 45 employees. Upfront Healthcare has completed 1 acquisition, including PatientBond. Its website upfronthealthcare.com draws about 147 thousand monthly visits. Upfront Healthcare offers products and services including Patient Engagement Platform and Psychographics Tool. Its focus areas include HealthTech, Healthcare IT, Value Based Care and Patient Engagement. Its legal entity is UPFRONT HEALTHCARE SERVICES, INC. Its competitors include Zimmer Biomet, CipherHealth and ConnectiveRx; 2 of its 3 listed competitors have raised funding.
Company details
Upfront Healthcare was founded in 2015 in Chicago, United States, within the healthcare technology sector. A data analytics platform is offered to assist clinics in managing practices through optimized patient visits. Resources are allocated based on patient needs, including preparation tools, referral assessments, and assignments to nurse practitioners or physician assistants. Timely patient access is ensured, along with completion of labs, tests, and quality incentives.
- Headquarters Chicago, United States
- Employees 45
- Founders Carrie Kozlowski
- Stage Acquired
- SectorsHealthcare
- Emailβ’β’β’β’β’β’β’β’
- Phoneβ’β’β’β’ β’β’β’β’
- Website upfronthealthcare.com
- Social LinkedIn X
- Acquired by Health Catalyst (Jan 2025)
- Legal Name Upfront Healthcare Services, Inc.
- Total Equity Funding$95.54M (USD)
in 7 rounds
- Latest Funding Round$3.01M (USD), Series C
Jun 2023
- InvestorsHealth Catalyst
& 7 more
- Employee Count45
- Investments & Acquisitions
- Acquired byHealth Catalyst
(Jan 2025)
Products & Services of Upfront Healthcare
Upfront Healthcare offers a comprehensive portfolio of products and services, including Patient Engagement Platform and Psychographics Tool.
Platform for personalized patient communication and care guidance.
Tool to analyze patient sentiment and history for better engagement.
Funding Insights of Upfront Healthcare
Upfront Healthcare has successfully raised a total of $95.54M across 7 strategic funding rounds. The most recent funding activity was a Series C round of $3.01 million completed in June 2023. 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 $95.54M
- Total Rounds 7
- Last Round Series C β $3.01M
- First Round $5.6M
(May 2017)
- Investors Count 7
All 7 funding rounds of Upfront Healthcare with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2023 | $3.01M | Series C | β | β | β |
| Sep 2022 | $9.03M | Series C | β | β | β |
| Aug 2022 | $61.52M | Series C | β | Baird Capital, Echo Health Ventures | |
| Nov 2020 | $11.5M | Series B | β | Baird Capital, LRVHealth | |
| Nov 2019 | $2.42M | Series A | β | β | β |
| Sep 2018 | $2.46M | Series A | β | β | β |
| May 2017 | $5.6M | Series A | β | Nashville Capital Network |
8 investors in total: 8 institutional.
Investors in Upfront Healthcare
Upfront Healthcare has secured backing from 8 investors, including venture fund investors. Prominent investors backing the company include Health Catalyst, Nashville Capital Network and Baird Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Global private equity and venture capital investments in B2B Tech & Services companies. | bairdcapital.com | |||
Healthcare companies receive investments from Echo Health Ventures. | echohealthventures.com | Seattle, United States | ||
Early and growth stage investments are made by FTCP. | ftcapitalpartners.com | Wheaton, United States | ||
Investments are facilitated for US-based companies by angel network members. | 2003 | nashvillecapital.com | Nashville, United States | |
Early stage venture capital firm investing in the US | lrvhealth.com | Boston, United States | ||
Early-stage venture capital is invested in Midwest technology startups. | hydeparkvp.com | Chicago, United States | ||
Early-stage tech focused VC firm investing in geographies such as the US | martinventures.com | Nashville, United States | ||
Cloud-based data analytics are provided for healthcare organizations. | 2008 | healthcatalyst.com | Salt Lake City, United States |
Investor details for Upfront Healthcare
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Upfront Healthcare
20 people are tracked at Upfront Healthcare (8 in leadership, 3 in board & advisors, 9 in team); the tracked headcount is 45.
| Name | Role | Group |
|---|---|---|
Carrie Kozlowski | Co-Founder | Leadership |
Kumar Bisht | VP, Implementation & Technical Services | Leadership |
Nick Patel | Chief Transformation Officer | Leadership |
Athanasios Sofronis | Senior Director Of Software Engineering | Leadership |
Chris Levandowski | Vice President, Sales | Leadership |
Jennifer Willis-Blomquist | Senior Client Success Director / Project Management | Leadership |
Barbara Bartosch | Vice President Of Client Services | Leadership |
Kylie Barrie | Director Of Marketing | Leadership |
Keith Figlioli | Board Member | Board & advisors |
Jim Pavlik | Board Member | Board & advisors |
Jon Phillips | Board Member | Board & advisors |
Stephanie St. Clair | SVP, Finance | Team |
Amrita Singla | Engineering Manager | Team |
Jeremy Curtis | Client Strategy Principal | Team |
Jitendra Kumar | Senior Ios Developer | Team |
Isha Dhingra | Client Success Manager | Team |
Shrut Jain | Engineering Manager | Team |
Shanika G. | Data Engineer And Analyst | Team |
Brock McDermott | Consultant | Client Strategy - Health Systems/health Plans | Team |
Josh Laveman | Project Manager | Team |
Complete people profiles for Upfront Healthcare
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Upfront Healthcare
Upfront Healthcare has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include PatientBond.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Patient engagement is enabled via cloud and AI platform. | patientbond.com | Elmhurst, United States | 2011 | Aug 2022 | β’β’β’β’ |
Complete acquisition details for Upfront Healthcare
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Upfront Healthcare
5 dated milestones of Upfront Healthcare across 10 years, from founding to its latest funding, stage changes and deals.
- Founded Upfront Healthcare is founded.
- Funding First funding round of $5.6M.
- Acquisition Acquires PatientBond.
- Funding Latest funding round, Series C, of $3.0M.
- Exit Acquired by Health Catalyst.
Competitors of Upfront Healthcare
Upfront Healthcare has 3 listed competitors in our database, 2 of them funded. They include Zimmer Biomet, CipherHealth and ConnectiveRx.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| zimmerbiomet.com | 1927 | Warsaw, United States | 18,000 | Medical devices for multiple health purposes are manufactured. | ||
| cipherhealth.com | 2009 | New York, United States | $37.58M | SaaS based tools for patient engagement | ||
| connectiverx.com | 2008 | Hanover, United States | $300M | 684 | Provider of patient engagement and prior authorization solutions |
Detailed competitors of Upfront Healthcare
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Upfront Healthcare
The website of Upfront Healthcare (upfronthealthcare.com) receives about 147.1K visits a month.
- Monthly visits147.1K
▲ 24.1% vs previous month
Websites whose visitors overlap most with Upfront Healthcare. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| qualifacts.com | 100% | 94K | #405,561 | View details | |
| tigerconnect.com | 95% | 213.7K | #220,305 | View details | |
| healthcatalyst.com | 88% | 31.8K | #941,904 | View details | |
| chicagoent.com | 87% | 28.2K | #1,117,468 | View details | |
innovative-care.com | innovative-care.com | 86% | #587,618 | β | |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
All 18 similar websites and full traffic analytics for Upfront Healthcare
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 18 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Clinical IT & Data Platforms
3 companies that operate in the same segment as Upfront Healthcare (Clinical IT & Data Platforms) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Employee health benefits are facilitated via a cloud-based platform. | 2007 | Plymouth Meeting, Pennsylvania, United States | USD 228.3 M | |||
Healthcare appointments are booked online via Zocdoc's platform. | 2007 | New York, New York, United States | USD 425.97 M | USD 4.66 M | 1,365 | |
Virtual physical therapy and digital pain care solutions are provided. | 2015 | San Francisco, California, United States | USD 854.44 M | 1,746 |
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Related news about Upfront Healthcare
Complete news archive for Upfront Healthcare
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Frequently Asked Questions about Upfront Healthcare
Upfront Healthcare was founded in 2015 and raised its 1st funding round 2 years after it was founded.
Upfront Healthcare is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
Upfront Healthcare is a funded company, having raised a total of $95.54M across 7 funding rounds to date. The company's 1st funding round was a Series A of $5.6M, raised on May 2017.
Upfront Healthcare has 45 employees.
Upfront Healthcare was founded in 2015 in Chicago, United States, within the healthcare technology sector. A data analytics platform is offered to assist clinics in managing practices through optimized patient visits. Resources are allocated based on patient needs, including preparation tools, referral assessments, and assignments to nurse practitioners or physician assistants. Timely patient access is ensured, along with completion of labs, tests, and quality incentives.
Upfront Healthcare's top competitors include CipherHealth, ConnectiveRx and Zimmer Biomet.
Upfront Healthcare offers Patient Engagement Platform and Psychographics Tool.
Upfront Healthcare has made 1 acquisition, including PatientBond.
Upfront Healthcare has 8 investors. Key investors include Health Catalyst, Nashville Capital Network, Baird Capital, Echo Health Ventures, and FT Capital Partners.
Upfront Healthcare operates through Upfront Healthcare Services, Inc..
Yes. Upfront Healthcare was acquired by Health Catalyst in January 2025.
The website of Upfront Healthcare receives about 147 thousand visits a month.

