OrthoFi
Denver, US · Founded 2013 · Colorado corporation · 2 known investors
Find your way into OrthoFi
846 people in our graph share verified history with the OrthoFi team — schools, employers, funds. One of them is your warm intro.
Zach Poleyunlockedknows AARON VANCE · together at University of Michigan (overlapped)
knows the team · via Michigan State University
×3knows the team · via University of Michigan
×5knows the team · via Yahoo
×2knows the team · via Stage 2 Capital
OrthoFi provides software and services for orthodontic and dental practices, covering patient onboarding, insurance verification and claims processing, patient financing, and accounts receivable collections. Its products, including AcceptCare and OrthoBanc, help practices increase case acceptance, offer flexible payment options to patients, and manage cash flow.
Founders & leadership
OrthoFi was founded in 2013 by Dave Ternan.
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Dave TernaninCo-founderHe previously held management and IT consulting roles serving Fortune 500 companies across industries including mining, consumer goods, automotive, and chemicals.
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Nathan GudritzinExecutive
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Kenneth SchultzExecutive
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AARON VANCEinSenior Director of OperationsHe previously spent 15 years at Accenture consulting with enterprise clients on operational excellence and technology adoption.
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OLIVER GELLESinChief Marketing Officer2022–2026Oliver Gelles is Chief Marketing Officer at OrthoFi, a software and services provider for orthodontic and dental practices. He has over 25 years of experience in the dental market and has authored a book on practice management.
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MARY JANE MCQUHAEinVice President of Client Services2013–2015Mary Jane McQuhae is an Executive Officer at OrthoFi with 25+ years of operations and business leadership experience, including managing large-scale operational and technical programs and developing enterprise systems for global companies.
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Wendy GlickenhouseinCFO
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Greg CullyinCOO
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Juhi JaiswalinChief Technology OfficerJuhi Jaiswal spent 17 years at GHX, a healthcare SaaS company, progressing from Software Engineer to Vice President of Engineering, where she led technology modernization initiatives and scaled the engineering organization to over 100 people across multiple locations. She is now Chief Technology Officer at OrthoFi.
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Chris Erickson-KinginChief Revenue OfficerChris Erickson-King is Chief Revenue Officer at OrthoFi, a software and services provider for orthodontic and dental practices. He has over 21 years of experience in go-to-market strategy and scaling across SaaS, B2B tech-enabled services, and AI.
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Michael WestphalinFounding Executive and Chief Operating Officer2012–2014Michael Westphal is Executive Officer at OrthoFi, which provides software and services for orthodontic and dental practices. He has a background in management consulting and organizational leadership, with experience in business transformation, process improvement, M&A integration, and ERP implementations across multiple industries.
Board
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John LloydBoard director
Investors · 2
Reported raises · per SEC filings
Form D private placements$3.3M disclosed across 3 rounds · 2013–2015
▶$1.5MraisedMay 2015 · 19 investors · Other TechnologyRule 506(b)
▶$1.5MraisedMay 2015 · 19 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- NATHAN GUDRITZExecutive Officer
- JOHN LLOYDDirector
- JAMES REYNOLDSDirector
- KENNETH SCHULTZExecutive Officer, Director
- AARON VANCEExecutive Officer
- OLIVER GELLESExecutive Officer
- VICENTE REYNALDirector
- MARY JANE MCQUHAEExecutive Officer
- DAVID TERNANExecutive Officer, Director
- Offering amount
- $1.5M
- Amount sold
- $1.5M
- Minimum investment
- $50.3K
- Proceeds to insiders
- $800K
- First sale
- May 2015
- Incorporated
- Corporation, Colorado, 2013
- Federal exemptions
- 06b
▶$1.2MraisedJul 2014 · 22 investors · Other Banking and Financial ServicesRule 506(b)
▶$1.2MraisedJul 2014 · 22 investors · Other Banking and Financial Services
Rule 506(b)Officers, directors & promoters on the filing
- David TernanExecutive Officer, Director
- James LloydDirector
- Kenneth SchultzExecutive Officer, Director
- Vincent ReynalDirector
- Aaron VanceExecutive Officer
- James ReynoldsDirector
- Nathan GudritzExecutive Officer
- Offering amount
- $1.2M
- Amount sold
- $1.2M
- Minimum investment
- $24.6K
- Proceeds to insiders
- $475K
- First sale
- Jul 2014
- Incorporated
- Corporation, Colorado, 2013
- Federal exemptions
- 06b
▶$595KraisedJan 2014 · 12 investors · Other Banking and Financial ServicesRule 506(b)
▶$595KraisedJan 2014 · 12 investors · Other Banking and Financial Services
Rule 506(b)Officers, directors & promoters on the filing
- Vicente ReynalDirector
- James ReynoldsDirector
- Ken SchultzExecutive Officer, Director
- John LloydExecutive Officer, Director
- David TernanExecutive Officer, Director
- Nathan GudritzExecutive Officer
- Michael WestphalExecutive Officer
- Offering amount
- $595K
- Amount sold
- $595K
- Minimum investment
- $25K
- Proceeds to insiders
- $150K
- First sale
- Oct 2013
- Incorporated
- Corporation, Colorado, 2013
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 3
by search overlap
Orthofix (NASDAQ:OFIX)26 shared keywordsOrthofix develops medical devices and surgical solutions for orthopedic procedures, with a focus on spine surgery and limb reconstruction. The company serves physicians and patients globally and emphasizes product quality, safety, and environmental responsibility in its operations.
Invisalign21 shared keywordsAlign Technology develops dental technology for orthodontic treatment, including clear aligners and intraoral scanners used to straighten teeth. It uses 3D printing, aligner materials, and software algorithms to plan digital tooth movement for patients and orthodontic professionals.
OrthoFX21 shared keywordsOrthoFX makes AirFlex, an FDA-cleared clear aligner system that straightens teeth with at least 12 hours of continuous daily wear using a patented elastic polymer for lower force. The company also offers patient financing and provides its aligner products through dental and orthodontic providers.
Companies competing with OrthoFi for the same Google search keywords, organic and paid, via search-intersection analysis.
Frequently asked questions
- What does OrthoFi do?
- OrthoFi provides software and services for orthodontic and dental practices, covering patient onboarding, insurance verification and claims processing, patient financing, and accounts receivable collections. Its products, including AcceptCare and OrthoBanc, help practices increase case acceptance, offer flexible payment options to patients, and manage cash flow.
- Who founded OrthoFi?
- OrthoFi was founded by Dave Ternan in 2013.
- Who are OrthoFi's investors?
- OrthoFi's investors include Accel-KKR, Boathouse Capital.
- How much funding has OrthoFi raised?
- OrthoFi has disclosed $3.3M raised across 3 rounds.
- Where is OrthoFi headquartered?
- OrthoFi is headquartered in Denver, US.