Fundraising Fox

PatientFi

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

Founders & leadership

TW
Todd WattsExecutive
JR
Joe RanieriExecutive
JR
Jon RobertsExecutive
DH
Derrick HoagExecutive
SJ
Scott JorgensenMr. Jorgensen is a Manager.

Board

HB
H. Bradley SloanBoard director
TC
Tom CestareBoard directorPartner/Chief Operating Officer at Patriot Financial Partners
LB
Louis BuckyBoard director
GC
Gerard CuddyBoard director

Investors · 4

Curql Collective, LLCDes Moines
Next Level VenturesDes Moines · $500K – $5M
Patriot Financial PartnersRadnor
Questa CapitalSan Francisco · $15M – $40M

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)
PatientFi has filed a notice of an exempt offering of securities to raise $15 Million in New Funding. - intelligence360intelligence360.news · Jul 2026
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.

Competitors · 5

by search overlap
Cherry363 shared keywordsCherry 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 Karma149 shared keywordsCredit 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 Self124 shared keywordsRealSelf 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.
Prosper121 shared keywordsProsper 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.
Experian92 shared keywordsExperian 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 competing with PatientFi for the same Google search keywords, organic and paid, via search-intersection analysis.

Legal entities · 1

corporate structure
PatientFiDelaware

In the news

PatientFi has filed a notice of an exempt offering of securities to raise $15 Million in New Funding. - intelligence360intelligence360.news · Jul 2026Trysignalbasetrysignalbase.com · Mar 2025Funding this week: PatientFi closes $25M - Modern Healthcaremodernhealthcare.com · Feb 2024💉💰 PatientFi raises $25M to scale BNPL for healthcaredotla.beehiiv.com · Feb 2024PatientFi® Closes $15 Million Equity Round • PatientFipatientfi.com · Oct 2023

Frequently asked questions

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.