HealthEx
Founded 2022 Β· 56 employees on LinkedIn Β· 2 known investors
HealthEx provides a consumer platform that unifies an individual's medical records from doctors, clinics, and labs into a single connected health history, using the TEFCA network covering over 80% of U.S. care providers. Patients can view their records and, with explicit consent, securely share them with providers, insurers, health apps, and AI tools such as WHOOP, 23andMe, and Microsoft Copilot Health.
Also known as HealthEx
Founders & leadership
Investors Β· 2
Funding
SEC filings, press & company announcements$14M disclosed across 1 round Β· 2024
- $14MSeed and Series AOct 2024 Β· 4 sources
General Catalyst (lead), Electric Capital
Source β
Source: company announcements and press reports β follow each round's link for the claim.
Company profile
researched Aug 2026HealthEx is a San Francisco-based health data company that links digital identity, consent and real-time access to medical records. Its consumer product, the HealthEx Wallet, assembles an individual's health history β diagnoses, lab results, medications, imaging reports, clinical notes and care history β from the doctors, hospitals and labs where they have received care, flags where data may be missing so users can add or refresh a source, and lets users share the resulting record with providers, health plans, digital health apps and AI agents under granular, revocable permissions.
For organizations, HealthEx sells access to the same records network and identity layer. The company states that it searches automatically across roughly 90% of U.S. care sites using a combination of TEFCA Individual Access Services (IAS) and FHIR patient-access endpoints, retrieving records in under five minutes, and that users verified on one HealthEx-powered platform arrive pre-connected on another. HealthEx says it consolidates records from more than 50,000 provider organizations and is an approved vendor under TEFCA, the federal framework for individual access to and sharing of health records, and aligns with CMS interoperability efforts. Every record retrieval is explicitly authorized by the individual, with audit trails for partner products.
At launch in October 2024 the company was positioned as a consumer preference and consent platform for healthcare, offering AI agents that help clinical staff generate consents, programmatic enforcement of granular consents, AI-assisted risk assessment of existing consents, and APIs, gateways and secure data vaults, with preference and policy data exposed in formats compatible with emerging HL7 Consent FHIR standards.
Founding story
HealthEx was co-founded by Priyanka Agarwal, MD, MBA (CEO), previously at UCSF and MyoKardia, which was acquired by Bristol Myers Squibb, and Anand Raghavan (CTO), previously a founding team member and VP of Engineering at BlueJeans, which was acquired by Verizon. Agarwal has described the motivation as watching patients struggle to understand their own health amid growing wait times, shorter visits and records spread across multiple organizations. The company was hatched by venture firm General Catalyst and built its initial consent product in collaboration with leading health systems.
Business model
HealthEx operates a two-sided model: a free-to-user consumer wallet that aggregates and shares medical records, and a commercial offering for organizations β providers, health platforms, digital health apps and AI companies β that embed HealthEx's identity verification, consent and record-retrieval infrastructure in their products. The organizations site references tiered solutions and pricing, with HealthEx Wallet included as standard in every tier, and directs prospects to request a demo or contact partnerships@healthex.io.
Sold to enterprise and platform partners through tiered plans (a pricing page and demo-request flow are published for organizations); the HealthEx Wallet ships with every tier. At launch the company also described enabling healthcare organizations to unlock new data licensing opportunities.
Traction
The HealthEx Wallet is live. The company reports consolidating records from more than 50,000 provider organizations and coverage of more than 90% of U.S. care providers. Live or announced integrations include WHOOP (U.S. members), 23andMe, Microsoft Copilot Health, Anthropic's Claude (available to Claude Pro and Max users, described as one of Anthropic's first consumer health integrations), Salesforce, and AskMD by Sharecare. The website publishes named user testimonials, and the Anthropic release quotes an early user on post-surgical use of the Claude connector.
Latest developments
On January 11, 2026, at the J.P. Morgan Healthcare Conference, HealthEx announced a partnership with Anthropic making it the first consumer health record integration for Claude, available to Claude Pro and Max users via an MCP server and a Claude connector; the company says future capabilities include booking appointments, finding in-network providers and refilling prescriptions. The company is also promoting the general availability of the HealthEx Wallet and a collaboration with Sharecare bringing clinical context to AskMD.
βΈFull profile β market position, technology, go-to-market, geography, history, risks & controversies
Market position
HealthEx positions itself as a pioneer of individual access to health records through TEFCA-IAS and CMS-aligned networks, claiming the broadest compliant records network in the U.S. and roughly 2x more records retrieved than FHIR-endpoint-only approaches. Press coverage has characterized the product as an "Apple Wallet" for health records and reported that HealthEx was hatched by General Catalyst and is integrated with the firm's Health Assurance network.
Automatic record discovery across TEFCA IAS plus FHIR endpoints rather than manual user search; a portable verified identity so users connected on one HealthEx-powered platform arrive pre-connected on the next; consent and auditability built into every retrieval; and an MCP-based interface that lets AI assistants query a unified record selectively with user-set granular permissions.
Technology
HealthEx combines TEFCA Individual Access Services with FHIR patient-access APIs to query care sites automatically rather than requiring users to locate records manually. Onboarding uses biometric and government-ID identity verification plus patient portal logins. Retrieved data is normalized into a single unified record spanning conditions, labs, medications and notes, with granular per-category permissions and revocable access. A Model Context Protocol (MCP) server exposes the record to AI assistants so that only the portions needed for a given question are retrieved rather than the full record; in the Claude integration, connected health data is not used for model training and is not stored in Claude's memory. The platform also includes consent-generation AI agents, programmatic consent enforcement, AI-assisted consent risk assessment, APIs, gateways and secure data vaults, with outputs compatible with emerging HL7 Consent FHIR standards.
Go-to-market
Distribution runs primarily through embedded partnerships with consumer-facing platforms β WHOOP, 23andMe, Microsoft Copilot Health, Anthropic's Claude, Salesforce and Sharecare's AskMD β which surface HealthEx record connection inside their own apps, alongside a direct consumer waitlist ("get early access") on healthex.io and a demo-request funnel for organizations. Announcements are timed to industry events such as HLTH and the J.P. Morgan Healthcare Conference.
U.S. consumers seeking a consolidated personal health record, and organizations that need patient-authorized clinical data: healthcare providers, health plans, digital health and wearable apps, genetics companies, and AI assistant developers. Recent work with Sharecare targets rural and underserved communities.
Geography
United States; headquartered in San Francisco, California, with a records network described as covering more than 90% of U.S. care sites and 50,000+ provider organizations. The Sharecare collaboration extends reach to rural and underserved U.S. communities.
History
HealthEx emerged publicly in October 2024 at the HLTH conference with $14 million in seed and Series A funding led by General Catalyst with participation from Electric Capital, launching as an AI-driven patient preference and consent platform for health systems. Through 2025 it shifted toward consumer individual access to records under TEFCA: in August 2025 it and partners launched a platform for patient authentication under TEFCA, covered by Healthcare IT News, HIT Consultant, STAT News and HLTH. It subsequently launched the HealthEx Wallet and announced integrations with WHOOP, 23andMe, Microsoft, Salesforce and Sharecare's AskMD, and on January 11, 2026 announced a partnership making HealthEx the first consumer health record integration for Anthropic's Claude.
Risks & controversies
The business depends on continued access to federal interoperability infrastructure β TEFCA Individual Access Services, CMS-aligned networks and FHIR patient-access APIs β and on approved-vendor status under TEFCA, so regulatory or policy change is a material dependency. Handling identity-verified clinical records for consumers concentrates privacy, security and compliance obligations (HIPAA Privacy Rule, consent enforcement, auditability), and coverage claims such as "more than 90% of U.S. care providers" and "2x more records" are company-stated and not independently verified in the material reviewed. Reach also depends heavily on a small number of large platform partners.
Compiled by commissioned research from 8 cited public sources β announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed β not independently audited.
Timeline Β· 9
launches, deals, and filingsAnnounced at the J.P. Morgan Healthcare Conference: Claude Pro and Max users can link medical histories across providers to Claude via HealthEx's MCP server, with granular user permissions; HealthEx is described as the first consumer health record integration for Claude and one of Anthropic's first consumer health integrations.
HealthEx teams with Sharecare to bring medical records, including those of rural and underserved communities, into the AskMD product, shared only with user consent.
U.S. WHOOP members can securely connect their medical records within the WHOOP app through HealthEx to unlock personalized AI-powered insights related to recovery, strain and performance.
Individuals can verify their identity through HealthEx and consent to share their health history, including diagnoses, lab results, medications and care history, with 23andMe.
HealthEx-connected health records power Microsoft Copilot Health, with preview access offered to consumers.
HealthEx and Salesforce partner to unlock an actionable health record for every patient.
The company announced general availability of the HealthEx Wallet, a consumer product that consolidates a user's health history and enables consented sharing.
Press coverage in Healthcare IT News, HIT Consultant, STAT News and HLTH reported the launch of a HealthEx platform for patient authentication and data control under TEFCA, described as an Apple Wallet-style approach to health records.
HealthEx emerged at HLTH with $14 million in combined seed and Series A funding led by General Catalyst with participation from Electric Capital, to scale its AI-driven patient preference and consent platform.
$14M source β
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
In the news
βΈResearch sources Β· 8
primary sources listed
- HealthExhealthex.io Β· web
8 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does HealthEx do?
- HealthEx unifies a person's U.S. medical records via TEFCA and lets them consent to share that history with providers, apps and AI tools.
- Who are HealthEx's investors?
- HealthEx's investors include Electric Capital, General Catalyst.
- How much funding has HealthEx raised?
- HealthEx has disclosed $14M raised across 1 round.


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