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PatientFi

Irvine, US · Founded 2017 · Delaware corporation · 150 employees on LinkedIn · 4 known investors

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PatientFi offers monthly payment and financing plans that let patients pay for elective medical and aesthetic procedures over time, with quick applications and instant approvals. It serves medical practices as a point-of-sale patient financing tool to increase procedure acceptance and revenue.

Digital HealthFintechHealthtech

Founders & leadership

TWTodd Watts
Todd WattsCEO, Board DirectorHe previously held senior operations roles at Alphaeon and worked in investment banking and financial services at J.P. Morgan, Wilshire Funds Management, and Patagonia. He holds an MBA from Yale University and a B.S. from the University of Southern California.
JR
Joe RanieriExecutive
JR
Jon RobertsChief Risk Officer (CRO)He brings over 20 years of experience in consumer finance, digital payments, credit risk management, lending operations, and payment systems.
DHDerrick Hoag
Derrick HoagCo-Founder & Chief Product Officer
SJ
Scott JorgensenMr. Jorgensen is a Manager.

Board

HBH. Bradley Sloan
H. Bradley SloanBoard directorManaging Partner at Questa Capital
TCTom Cestare
Tom CestareBoard directorPartner/Chief Operating Officer at Patriot Financial Partners
LB
Louis BuckyBoard director
GC
Gerard CuddyBoard director

Investors · 4

Next Level Ventureslisted by Next Level VenturesDes Moines · $500K – $5M

How we know: Next Level Ventures's portfolio page · the VCSheet dataset · Not right? Tell us

Patriot Financial Partnerslisted by Patriot Financial PartnersRadnor
Questa Capitallisted by Questa CapitalSan Francisco · $15M – $40M

How we know: Questa Capital's portfolio page · a partner's Signal profile · press coverage · Not right? Tell us

Reported raises · per SEC filings

Form D private placements

$102.4M disclosed across 7 of 10 rounds · 2017–2026

▶$13MraisedJun 2026 · 3 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • DERRICK HOAGExecutive Officer
  • TOM CESTAREDirector
  • JON ROBERTSExecutive Officer
  • H. BRADLEY SLOANDirector
  • GERARD CUDDYDirector
  • JONATHAN SOCKOLDirector
  • LOUIS BUCKYDirector
  • TODD WATTSExecutive Officer, Director
  • CORY RUELLExecutive Officer
  • JOE RANIERIExecutive Officer
Offering amount
$15M
Amount sold
$13M
First sale
Jun 2026
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$3.9MofferedDec 2025 · 1 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • LOUIS BUCKYDirector
  • TODD WATTSExecutive Officer, Director
  • GERARD CUDDYDirector
  • DERRICK HOAGExecutive Officer
  • CORY RUELLExecutive Officer
  • JOE RANIERIExecutive Officer
  • TOM CESTAREDirector
  • JON ROBERTSExecutive Officer
  • H. BRADLEY SLOANDirector
Offering amount
$3.9M
First sale
Dec 2025
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$15MraisedApr 2025 · 3 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Derrick HoagExecutive Officer
  • Jon RobertsExecutive Officer
  • Joe RanieriExecutive Officer
  • Cory RuellExecutive Officer
  • H. Bradley SloanDirector
  • Tom CestareDirector
  • Todd WattsExecutive Officer, Director
  • Gerard CuddyDirector
  • Louis BuckyDirector
Offering amount
$15M
Amount sold
$15M
First sale
Mar 2025
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$36.4MraisedJul 2024 · 10 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Todd WattsExecutive Officer, Director
  • Joe RanieriExecutive Officer
  • Tom CestareDirector
  • Louis BuckyDirector
  • Jon RobertsExecutive Officer
  • Gerard CuddyDirector
  • H. Bradley SloanDirector
  • Derrick HoagExecutive Officer
Offering amount
$39.4M
Amount sold
$36.4M
Proceeds to insiders
$2.6M
First sale
Dec 2023
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$32.1MraisedJan 2023 · 77 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Tom CestareDirector
  • Todd WattsExecutive Officer, Director
  • Scott JorgensonDirector
  • Louis BuckyDirector
  • Gerard CuddyDirector
Offering amount
$32.1M
Amount sold
$32.1M
Minimum investment
$13.9K
First sale
Dec 2021
Incorporated
Limited Liability Company, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$3.9MraisedFeb 2021 · 21 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Louis BuckyDirector
  • Gerard CuddyDirector
  • Todd WattsExecutive Officer, Director
  • Scott JorgensenExecutive Officer, Director
Offering amount
$5M
Amount sold
$3.9M
Minimum investment
$45K
First sale
Oct 2020
Incorporated
Limited Liability Company, Delaware, 2017
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶Undisclosed amountofferedMar 2020 · 3 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Todd WattsExecutive Officer, Director
  • Scott JorgensenExecutive Officer, Director
  • Louis BuckyDirector
  • Glenn StearnsDirector
First sale
Feb 2020
Incorporated
Limited Liability Company, Delaware, 2017
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶Undisclosed amountofferedJun 2019 · 1 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Louis BuckyDirector
  • Glenn StearnsDirector
  • Scott JorgensenExecutive Officer, Director
  • Todd WattsExecutive Officer, Director
First sale
May 2019
Incorporated
Limited Liability Company, Delaware, 2017
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Related companies · 6

CherryCherry is a point-of-sale financing platform that enables healthcare practices to offer patients buy-now-pay-later payment plans with instant approval and competitive rates.
Credit KarmaCredit Karma is an AI-powered personal finance platform that provides free credit scores, credit monitoring, cashflow insights, and financial marketplace services to help consumers understand and manage their finances. The platform serves over 140 million members with tools for credit analysis, tax filing, and financial opportunity identification.
Real SelfRealSelf is an online platform where consumers can research cosmetic and aesthetic procedures, read peer reviews with "Worth It" ratings, and view average cost information for treatments such as HydraFacial, PRP injections, and Sculptra. It serves people considering surgical and non-surgical skin rejuvenation and cosmetic treatments.
ProsperProsper operates an online lending marketplace connecting borrowers with investors, offering personal loans up to $50,000 (issued by WebBank), a credit card, and investment products that let individuals invest in consumer loans. It serves US consumers seeking personal financing and investors looking to allocate funds to those loans.
SoFiSoFi Technologies is a digital personal-finance company offering student and personal loans, mortgages, investing, banking and credit cards through one app; it went public on the Nasdaq in 2021 via SPAC.
ExperianExperian offers consumers tools to access their credit report and FICO Score, build credit, and manage money, including credit card matching, bill and subscription negotiation, car insurance comparison, and a digital checking account with debit card. It serves individual U.S. consumers through its app and financial products.

Companies working in the same space as PatientFi.

Legal entities · 1

corporate structure
PatientFiDelaware

In the news

PatientFi® Closes $15 Million Equity Round • PatientFipatientfi.com · Oct 2023

Frequently asked questions

What does PatientFi do?
PatientFi offers monthly payment and financing plans that let patients pay for elective medical and aesthetic procedures over time, with quick applications and instant approvals. It serves medical practices as a point-of-sale patient financing tool to increase procedure acceptance and revenue.
Who are PatientFi's investors?
PatientFi's investors include Curql Collective, LLC, Next Level Ventures, Patriot Financial Partners, Questa Capital.
How much funding has PatientFi raised?
PatientFi has disclosed $102.4M raised across 7 of its 10 known rounds.
Where is PatientFi headquartered?
PatientFi is headquartered in Irvine, US.