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Upfront Healthcare Services

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A platform that proactively reassures and directs patients to the safest and most relevant care options within the health system

Chicago, United StatesFounded 2015Health Tech & Medtech
Valuation $50–100M Last recorded · 2022
Revenue $10–50M Latest reported FY
Headcount <100 Current team size
Total funding $10–50M Disclosed equity funding
Unlock exact values This page shows ranges. Dealroom has the exact numbers for Upfront Healthcare Services and the history behind them.

About Upfront Healthcare Services

Founded in 2016 by Ben Albert and Carrie Kozlowski, Upfront Healthcare Services provides a patient engagement and access platform designed to optimize the relationship between healthcare providers and their patients. The company's inception was deeply rooted in personal experience; CEO Ben Albert was inspired to improve care coordination after navigating the fragmented healthcare system while caring for his grandfather who had suffered a stroke. This mission was shared by COO Carrie Kozlowski, an experienced healthcare entrepreneur with a clinical background as an occupational therapist. Before launching Upfront, both founders held executive roles at several healthcare IT companies, including Care Team Connect, which Albert founded and was later acquired by The Advisory Board Company.

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Upfront's business centers on a B2B model, serving large health systems, medical groups, and urgent care operators. Revenue is generated by providing these enterprises with its technology platform that aims to enhance patient acquisition and retention. The company's financial trajectory has been marked by significant growth, including raising a total of $95.5M over 7 funding rounds and being acquired by Health Catalyst in a deal announced in January 2025. A key milestone was the 2022 acquisition of PatientBond, a leader in healthcare consumer science, which integrated a proprietary psychographic segmentation model into Upfront's platform.

The core offering is the "Care Traffic Control" platform, an omnichannel communication and patient engagement tool. It functions as a single enterprise solution that integrates with clients' existing systems, like Electronic Health Records (EHRs), to deliver personalized and automated outreach without requiring patients to download an app. The platform analyzes clinical, sociodemographic, and patient-reported data to understand patient needs and motivations. Leveraging these insights, it delivers personalized messages and calls-to-action through SMS, email, and digital voice channels to guide patients. Key functionalities include improving visit adherence, closing care gaps, managing referrals, and preparing patients for procedures. By personalizing communication, Upfront aims to reduce appointment no-shows, improve health outcomes, and increase operational efficiency and revenue for its clients. Keywords: patient engagement, care coordination, healthcare analytics, patient access, omnichannel communication, care navigation, healthcare CRM, patient relationship management, psychographic segmentation, patient activation, visit adherence, care gap closure, referral management, healthcare technology, digital health, population health management, patient retention, healthcare marketing, care orchestration, Health Catalyst

Source: Dealroom company data

At a glance

Founded
2015
Headquarters
Chicago, United States
Sector
Health Tech & Medtech
Power Law
Colt$25–100M revenue

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Investors

8 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Series A7 investors entered at this stage

  • Nashville Capital Network
  • Hyde Park Venture Partners
  • Echo Health Ventures
  • Martin Ventures
  • Robert W. Baird & Co.
  • Baird Capital
  • LRVHealth

Series B and later1 investor entered at this stage

  • First Trust Capital Partners
Employees mapped 25 incl. 4 AI specialists
Founders Hidden — book a demo/100 quality score
Key operators 25 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
2 countries with
team presence
🇺🇸 United States60%
🇮🇳 India40%
2 countries shown
Web traffic by country
27K monthly visits
across markets
🇺🇸 United States95.6%
🇮🇳 India3.3%
Top 2 markets shown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about Upfront Healthcare Services on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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