PatientFi
Irvine, US · Founded 2017 · Delaware corporation · 150 employees on LinkedIn · 4 known investors
Find your way into PatientFi
729 people in our graph share verified history with the PatientFi team — schools, employers, funds. One of them is your warm intro.
Alex Chachavaunlockedknows Todd Watts · together at YPO (overlapped)
×8knows the team · via Bank of America
×3knows the team · via YPO
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.
Founders & leadership
TW
Todd WattsinCEO, 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 RobertsinChief Risk Officer (CRO)He brings over 20 years of experience in consumer finance, digital payments, credit risk management, lending operations, and payment systems.
DH
Derrick HoaginCo-Founder & Chief Product Officer
SJ
Scott JorgensenMr. Jorgensen is a Manager.
Board
HB
TC
LB
Louis BuckyBoard director
GC
Gerard CuddyBoard director
Investors · 4
Reported raises · per SEC filings
Form D private placements$102.4M disclosed across 7 of 10 rounds · 2017–2026
▶$13MraisedJun 2026 · 3 investors · Other TechnologyRule 506(b)
▶$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
▶$3.9MofferedDec 2025 · 1 investors · Other TechnologyRule 506(b)
▶$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
▶$15MraisedApr 2025 · 3 investors · Other TechnologyRule 506(b)
▶$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
▶$36.4MraisedJul 2024 · 10 investors · Other TechnologyRule 506(b)
▶$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
▶$32.1MraisedJan 2023 · 77 investors · Other TechnologyRule 506(b)
▶$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
▶$3.9MraisedFeb 2021 · 21 investors · Other TechnologyRule 506(b)
▶$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
▶Undisclosed amountofferedMar 2020 · 3 investors · Other TechnologyRule 506(b)
▶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
▶Undisclosed amountofferedJun 2019 · 1 investors · Other TechnologyRule 506(b)
▶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
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 6
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.
Prior Finance115 shared keywordsPrior Finance operates a digital financial services platform offering personal loans, student loans, home loans, deposit accounts, credit cards, and investment tools through an integrated mobile application, serving both individual members and enterprise partners seeking lending solutions and technology infrastructure.
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 structurePatientFiDelaware
In the news
PatientFi has filed a notice of an exempt offering of securities to raise $15 Million in New Funding. - intelligence360intelligence360.news · Jul 2026Frequently 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.