Medefy
Tulsa, US · Founded 2019 · Delaware corporation · 72 employees on LinkedIn · 5 known investors
Medefy is a mobile-first healthcare navigation platform that helps employers, brokers, TPAs, and public organizations guide members to appropriate care while reducing costs and improving health outcomes. The platform combines a mobile app with 24/7 live Care Guides to help users understand benefits, find in-network providers, and make informed healthcare decisions.
Also known as Medefy Health
Founders & leadership


Board

Investors · 5
Reported raises · per SEC filings
Form D private placements$17.8M disclosed across 2 rounds · 2021–2023
▶$15.3MraisedJul 2024 · 9 investors · Other Health CareRule 506(b)
- NATHAN GILCHRISTExecutive Officer, Director
- JAMES BARSNESSExecutive Officer
- MONA JENKINSExecutive Officer
- Heath ButlerDirector
- MATT SCOVILExecutive Officer, Director
- Offering amount
- $15.3M
- Amount sold
- $15.3M
- Minimum investment
- $250K
- First sale
- Sep 2023
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$2.5MraisedMay 2021 · 1 investors · Other Health CareRule 506(b)
- James BarsnessExecutive Officer
- Offering amount
- $2.5M
- Amount sold
- $2.5M
- Minimum investment
- $2.5M
- First sale
- Apr 2021
- Incorporated
- Limited Liability Company, Oklahoma
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Company profile
researched Aug 2026Medefy provides a benefits and healthcare navigation service built around a mobile app and live human support. The app centralizes a member's benefits information and personal plan data in one place, so employees can view, search, and access the coverage available to them without contacting HR. Alongside the software, Medefy staffs Care Guides who are available around the clock to answer benefits questions and steer members toward lower-cost, higher-quality care at the moment a care decision is being made.
The company frames its offering as a behavior-change tool rather than a static portal: a member marketing team runs year-round communication and education campaigns intended to sustain engagement outside of open enrollment. Optional enhancements extend the core platform with on-demand virtual care and virtual behavioral health delivered inside the same app. Medefy publishes outcome claims including an average 71% reduction in per-employee spend, roughly $86M in cumulative redirected savings for customers, and about $4M in saved HR administrative hours.
Business model
Medefy sells its navigation platform to organizations that sponsor or administer health benefits, including employers, benefits advisors, TPAs, PEOs, health plans, and public sector institutions. Delivery combines a member-facing app with a staffed Care Guide service, and additional modules such as on-demand virtual care and virtual behavioral health can be layered on. Prospects are segmented on the company's site by company size, from under 100 employees to over 10,000.
Traction
The company reports nearly $86M in redirected savings for customers and nearly $4M in saved HR hours, a 99% customer retention score and 92% customer satisfaction score. Customer testimonials cite roughly 70% active app usage among one city's employees, a 3x return on investment at the City of Claremore, and a 9x ROI at Gateway First Bank after adding an incentives program.
Latest developments
Medefy is promoting a Cost Containment Guide oriented to controlling healthcare spend in 2026, and offers on-demand virtual care and virtual behavioral health as platform enhancements.
▸Full profile — market position, technology, go-to-market
Market position
Medefy competes in the employer-sponsored benefits and care navigation category, a space it says 84% of employers have inquired about in the past year, serving mid-market and public sector employers alongside intermediaries such as brokers, TPAs and PEOs.
Medefy positions the combination of an intuitive app with 24/7 live human Care Guides as the mechanism for changing member behavior at the point of a care decision, rather than only supplying benefits information. It also cites year-round member communication managed by an in-house member marketing team, and reports retention (99%) and satisfaction (92%) scores above the industry averages it quotes (77% and 76%).
Technology
A mobile-first application that aggregates a member's benefits and personal plan data into a single interface for viewing, searching, and accessing coverage, combined with a live chat/support layer staffed by Care Guides. Add-on capabilities include on-demand virtual care and virtual behavioral health delivered within the same app.
Go-to-market
Medefy markets directly to HR and benefits leaders through demo requests and sales contact forms on its website, and also works through benefits advisors, brokers, and consultants who position the platform to their clients as a retention and results tool. Content marketing includes materials such as a published cost containment guide, and customer case studies with named employers are used as proof points.
Employers and HR/benefits leaders, benefits advisors and brokers/consultants, CFOs, TPAs, PEOs and health plans, and public sector employers such as municipalities. Referenced customers include the City of Claremore, Life.Church, and Gateway First Bank.
Compiled by commissioned research from 1 cited public sources — 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 — not independently audited.
Competitors · 1
by search overlapCompanies competing with Medefy for the same Google search keywords, organic and paid, via search-intersection analysis.
Legal entities · 1
corporate structureIn the news
▸Research sources · 1
primary sources listed
- Medefymedefy.com · web
1 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Medefy do?
- Medefy is a benefits and care navigation platform pairing a member app with 24/7 live Care Guides for employers.
- Who are Medefy's investors?
- Medefy's investors include Atento Capital, Cadron Capital Partners, Cortado Ventures, Mercury Fund, Plains Ventures.
- How much funding has Medefy raised?
- Medefy has disclosed $17.8M raised across 2 rounds.
- Where is Medefy headquartered?
- Medefy is headquartered in Tulsa, US.



