OrthoFi
Denver, US · Founded 2013 · Colorado corporation · 2 known investors
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 DAVID TERNAN, Dave Ternan, David Ternan, and Nathan Gudritz.
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DAVID TERNANCo-founder
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Dave TernaninCo-founder
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David TernanCo-founder
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Nathan GudritzCo-founder
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NATHAN GUDRITZExecutive
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KENNETH SCHULTZExecutive
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AARON VANCEExecutive
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OLIVER GELLESExecutive
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MARY JANE MCQUHAEExecutive
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Wendy GlickenhouseinCFO
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Greg CullyinCOO
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Juhi JaiswalinChief Technology Officer
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 overlapOrthofix (NASDAQ:OFIX)26 shared keywordsOrthofix is a medical device company that develops orthopedic products including spine reconstruction and regenerative solutions, limb reconstruction hardware, surgical navigation systems, and non-invasive therapeutic and bracing solutions. It serves surgeons, clinicians, and patients treating spinal, bone, and orthopedic conditions.
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 clear dental aligners built with a patented HyperElastic polymer that delivers lower, sustained force for orthodontic treatment. The aligners are provided through partner doctors who perform 3D scans and guide patients through smile alignment and retention.
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 DAVID TERNAN, Dave Ternan, David Ternan, Nathan Gudritz 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.