HealthEx
HealthEx is a TEFCA-approved health data platform that enables individuals to access, unify, and share medical records from 80%+ of U.S. providers with AI platforms (Anthropic, Microsoft), health plans (Clover Health), consumer apps (WHOOP, 23andMe), and health systems (MD Anderson).
- Company typePrivate
- Founded2022
- HeadquartersSan Francisco, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What HealthEx does
HealthEx (legal entity HDX Labs, Inc.) is a San Francisco-based health data infrastructure company founded in 2022 that operates as an approved Individual Access Services Provider under the federal TEFCA framework. Its platform enables individuals to access, unify, and share medical records from more than 80% of U.S. care providers using TEFCA Individual Access Services, FHIR-based exchange, and CLEAR-backed digital identity verification. The HealthEx product suite includes a consumer-facing HealthWallet, a REST FHIR API for programmatic access, and a Model Context Protocol (MCP) server purpose-built for AI assistants to retrieve specific portions of health records on demand.
The company targets four B2B customer segments: AI platforms (Anthropic Claude, Microsoft Copilot Health, Salesforce Agentforce), health plans and benefits platforms (Clover Health), consumer and digital health platforms (WHOOP, 23andMe), and health systems (MD Anderson Cancer Center), with a free consumer tier that drives adoption through partner distribution. HealthEx monetizes via tiered B2B SaaS subscriptions (Launch, Growth, Enterprise) plus API and integration services, with the Enterprise tier on multi-year contracts including dedicated support and compliance. Distribution combines direct enterprise sales, OEM/embedded integration within partner platforms, and self-serve API/developer access.
HealthEx is a privately held company that raised $14 million in seed/Series A funding in October 2024 led by General Catalyst with Electric Capital participation, and is led by co-founder and CEO Priyanka Agarwal, M.D., MBA (former UCSF associate professor of medicine) and co-founder and CTO Anand Raghavan, with Jeremy Schwarz appointed as Chief Commercial Officer in November 2025. The company is SOC 2 Type 2 compliant, HIPAA-aligned, and holds the DiME Seal of Approval, positioning it as a regulated, trust-first intermediary for patient-directed health data exchange in the emerging AI-health era.
HealthEx firmographics
Firmographics- Name
- HealthEx
- Legal name
- HDX Labs, Inc.
- Website
- https://healthex.io
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- HealthEx is a TEFCA-approved health data platform that enables individuals to access, unify, and share medical records from 80%+ of U.S. providers with AI platforms (Anthropic, Microsoft), health plans (Clover Health), consumer apps (WHOOP, 23andMe), and health systems (MD Anderson).
- Ownership category
- akta.pro rank
HealthEx industry classification
Industry- Product category
- Healthcare Data Interoperability Platform
- NAICS
- Social Assistance (624), Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292)
- SIC
- Services-Misc Health & Allied Services, Nec (8090), Services-Health Services (8000)
- akta.pro primary industry
- Data Access, Sharing & Marketplace Platforms (incl. TEFCA/QHIN enablement) (HLACAIAL)
- akta.pro secondary industries
- Patient-Mediated Exchange & Personal Health Data Access (Blue Button, SMART on FHIR) (HLACABAN), Consent, Authorization & Data Sharing Governance (opt-in/opt-out, DS4P) (HLACABAG), Healthcare Master Data Management (MDM) & Patient/Provider Identity Data (HLACAIAB), Patient Engagement, Education & Messaging Platforms (portal/CRM integrated) (HLALABAJ)
Keywords
Where HealthEx is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
HealthEx business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Operations, Marketing or Sales, Others
Revenue model
- Platform SaaS Subscriptions: HealthEx offers tiered subscription plans (Launch, Growth, Enterprise) for B2B customers including AI platforms, health plans, consumer health apps, and health systems. The Launch tier provides sandbox and production environments, Growth adds background data refresh, and Enterprise includes custom volumes, dedicated support, and enterprise-grade compliance.
- Consumer Access (Free): HealthEx provides free access for individual consumers to connect their health records to partner platforms. The platform monetizes through B2B partnerships rather than direct consumer fees.
- API and Integration Services: Revenue generated from MCP server, REST API access, and raw FHIR data delivery for enterprise customers. REST FHIR API access is available as an add-on feature for Growth tier customers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Launch tier for early-stage teams validating with real patient data |
| Subscription | Monthly | Growth tier for scaling platforms |
| Subscription | Multi-year contract | Enterprise tier for organizations serving millions |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels5 records
HealthEx product offering
Product offeringCore offering
HealthEx provides a patient-centric health data platform that enables individuals to access, unify, and share their medical records across providers using TEFCA Individual Access Services and FHIR standards. The platform combines digital identity verification (via CLEAR), explicit consent management, and AI-ready health record retrieval, sold to enterprise customers (AI platforms, health plans, health systems, digital health apps) as tiered subscriptions and APIs, with a free consumer HealthWallet for end users.
Product overview
HealthEx is a health data platform offering a unified records platform with multiple integrated products. The core HealthEx platform and HealthWallet enable individuals to access, unify, and share their medical records with consent. The product suite includes platform plans (Launch, Growth, Enterprise) offering TEFCA Individual Access Services, FHIR data retrieval, REST API, and MCP Server for AI integrations. Integration modules connect health records to third-party platforms including WHOOP, 23andMe, Microsoft Copilot Health, Anthropic Claude, and Salesforce Agentforce for Health, enabling biometric, genetic, and clinical data to be combined for personalized AI-powered health insights.
Differentiator
Problem solved
Functional benefit
Products and services
- HealthEx Unified Health Records Platform The core HealthEx platform enables individuals to access, unify, and manage their medical records from multiple healthcare providers in one place, then securely share them with any trusted health application, AI tool, provider, or health plan with explicit consent. Built on TEFCA IAS and FHIR standards, the platform powers health record retrieval across 80%+ of U.S. care providers.
- HealthWallet A digital health wallet that gives individuals secure, portable access to their complete health records, ready to share with providers, insurers, caregivers, and AI tools at any time with consent. Functions similarly to Apple Wallet for health data, unifying records from multiple providers with full consent and audit trails.
- HealthEx MCP Server Model Context Protocol server enabling secure, dynamic connection of health records to AI assistants. AI platforms use the MCP to retrieve specific portions of records (labs, medications, conditions, notes) on-demand without ingesting entire files or storing data long-term.
- HealthEx REST FHIR API REST API for raw FHIR data delivery enabling programmatic access to patient health records. Available as add-on in Growth plans and included in Enterprise plans. Supports sandbox and production environments with comprehensive documentation.
- TEFCA Individual Access Services A TEFCA-approved Individual Access Services offering that enables individuals to access and retrieve their health records from across participating healthcare organizations using TEFCA IAS and FHIR standards. Spans 12,000+ organizations with 72,000+ unique connections, with connections to 50,000+ healthcare organizations via direct FHIR endpoints.
Quantifiable outcome
- 90% of U.S. care sites covered by HealthEx network
- +1 more outcomes
Companies that use HealthEx
Customer profileNamed customers4 records
Segments5 records
Ideal customer profiles5 records
HealthEx technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration12 records
AI capability4 records
Feature6 records
HealthEx partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered flagship, core and strategic.
- WHOOPflagshipWHOOP partnered with HealthEx to integrate medical records with biometric tracking data. The integration enables WHOOP members in the United States to securely connect their electronic health records directly within the WHOOP app, combining medical history with continuous biometric insights including recovery, strain, sleep, and performance metrics. Powered by WHOOP AI and My Memory features, the integration delivers personalized recommendations based on chronic conditions, recent procedures, or medication changes alongside biometric data.
- 23andMeflagshipHealthEx partnered with 23andMe to allow users to securely link their electronic medical records to their genetic profiles. The integration utilizes the TEFCA framework and FHIR data standards, enabling 23andMe to combine real-world clinical data such as lab results, diagnoses, and prescription histories with genomic profiles to build personalized disease risk models. This powers 23andMe's AI-driven Health Summary tool.
- MedAlliescoreHealthEx partnered with MedAllies for QHIN data backbone services, demonstrated at the CMS Health Tech Ecosystem: Live! First Wave Launch. MedAllies provides the QHIN infrastructure that supports HealthEx's patient record access platform.
- Clover HealthcoreClover Health partnered with HealthEx to enable Clover Medicare Advantage members to securely access and share clinical records and claims data. The collaboration aligns with federal interoperability efforts and enables members to connect their health information to tools like Claude for better understanding and navigation of their care. Built on Counterpart Health infrastructure.
- MicrosoftflagshipMicrosoft partnered with HealthEx to power personal health record integration for Copilot Health, Microsoft's AI-driven health experience within Microsoft Copilot. Through HealthEx, individuals can verify their identity and consent to securely connect their comprehensive health history across their places of care. The partnership combines digital identity, comprehensive health records, and consent infrastructure to power Microsoft's new personalized, AI-powered health insights.
- SalesforcecoreSalesforce partnered with HealthEx as part of its Agentforce for Health platform expansion. The partnership adds AI agents designed to automate administrative and clinical workflows, including patient referrals, EHR updates, and hospital logistics management. HealthEx enables actionable health records access for these AI agents.
- AnthropicflagshipHealthEx partnered with Anthropic to securely connect personal health records to Claude. Available for Claude Pro and Max users, the integration enables users to link their comprehensive medical history across multiple providers and receive personalized health insights through natural language conversations. The partnership uses HealthEx's Model Context Protocol (MCP) server to dynamically retrieve specific portions of medical records without ingesting entire files.
- athenahealthcoreHealthEx partnered with athenahealth to give patients easier access to health data. The platform enables end-to-end patient data interoperability using Individual Access Services under TEFCA, with athenahealth providing access to its network of over 100,000 provider customers.
- MD Anderson Cancer CenterstrategicMD Anderson and HealthEx announced a collaboration to develop a new platform giving patients direct control of data access. The partnership aims to develop AI tools for patient data consent and empower patients with comprehensive health record access.
- CLEARcoreHealthEx uses CLEAR for digital identity verification, allowing individuals to verify their identity using biometrics and government ID to securely locate and access their health records across providers. CLEAR is free to use with HealthEx and helps accelerate the records retrieval process.
- CommonWell Health AlliancecoreHealthEx partnered with CommonWell Health Alliance as part of the TEFCA framework implementation to enable patient data access and sharing across the network.
- Counterpart HealthcoreCounterpart Health powers the interoperability infrastructure behind the Clover Health partnership, enabling the secure exchange of member data. HealthEx adds the identity, consent, and consumer-facing experience on top of Counterpart's infrastructure.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
HealthEx competitors and assessment
Company assessmentDirect peers
- Particle Health: Particle Health operates a healthcare data interoperability API that retrieves and shares patient records across a national network, directly competing with HealthEx for B2B customers building AI and digital health products on top of clinical data.
- 1upHealth: 1upHealth is a FHIR-native health data platform offering patient-mediated access, EHR connectivity, and API products for payers, providers, and digital health companies, directly overlapping HealthEx's TEFCA-aligned interoperability value proposition.
- Redox: Redox provides a healthcare API platform connecting digital health products and AI applications to EHRs and health systems, making it a comparable developer-focused integration and interoperability infrastructure peer.
- b.well Connected Health: b.well operates a consumer-facing health data aggregation and interoperability platform serving health plans, providers, and digital health partners, directly overlapping HealthEx's patient-centric, consent-driven records aggregation model.
- Zus Health: Zus Health builds a shared patient data platform that aggregates records for digital health builders, comparable to HealthEx in offering identity-verified, consented patient records as infrastructure for downstream clinical and consumer applications.
- Health Gorilla: Health Gorilla operates as a QHIN and clinical data exchange network, offering interoperability services comparable to HealthEx's TEFCA-based provider connectivity and patient data access.
- Seqster: Seqster aggregates longitudinal patient health records from EHRs, genomics, and wearables into a single consumer-mediated platform, directly comparable to HealthEx's unified-records-plus-partner-integration approach.
Emerging players
- Ciitizen: Ciitizen (part of Invitae) provides patient-mediated access to medical records with an initial focus on rare disease, overlapping HealthEx's patient-driven records retrieval but historically narrower in scope and therapeutic focus.
Broad incumbents
- Apple Health Records: Apple Health Records aggregates patient records from participating health systems directly into the iOS Health app, representing a broad incumbent alternative for consumer-mediated health record aggregation that competes for end-user mindshare.
- Epic Systems: Epic, the largest U.S. EHR vendor, has committed to supporting Individual Access Services under TEFCA and could itself offer consumer-mediated exchange at scale, making it a broad incumbent peer in patient data access infrastructure.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
HealthEx social profiles
Digital presenceHealthEx compliance and trust
Trust signalCompliance6 records
HealthEx financial estimates
Financial estimateRevenue estimate
Valuation estimate
HealthEx leadership team
Management profileNumber of profiles
Profiles3 records
HealthEx funding detail
Funding detailFunding overview
Funding rounds1 record
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
HealthEx M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about HealthEx
What does HealthEx do?
HealthEx provides a patient-centric health data platform that enables individuals to access, unify, and share their medical records across providers using TEFCA Individual Access Services and FHIR standards. The platform combines digital identity verification (via CLEAR), explicit consent management, and AI-ready health record retrieval, sold to enterprise customers (AI platforms, health plans, health systems, digital health apps) as tiered subscriptions and APIs, with a free consumer HealthWallet for end users.
Is HealthEx a public or private company?
HealthEx is a private company. It is classified as venture growth investor backed and is currently operating.
When was HealthEx founded?
HealthEx was founded in 2022. It employs 11 to 50 people.
Where is HealthEx based?
HealthEx is headquartered in San Francisco, United States, in the North America region.
How does HealthEx make money?
Three revenue lines are on record. Platform SaaS Subscriptions are the primary driver. The others are consumer Access (Free) and API and Integration Services.
Who are HealthEx's main competitors?
Direct peers on record are Particle Health, 1upHealth, Redox, b.well Connected Health, Zus Health, Health Gorilla and Seqster. Ciitizen is listed as an emerging player. Broad incumbents are Apple Health Records and Epic Systems.
Does HealthEx have an API?
Yes. HealthEx offers a REST FHIR API for raw FHIR data delivery and an MCP (Model Context Protocol) server for AI platforms. The MCP server enables secure, dynamic retrieval of health record portions (labs, medications, conditions, notes) without ingesting entire files, allowing AI assistants to access only necessary data at the moment of each question. The REST API is available as an add-on in Growth plans and included in Enterprise plans. FHIR data delivery is provided across all plans (Launch, Growth, Enterprise). Sandbox and production environments are available. Developer documentation is at www.healthex.io/guides.
What industry is HealthEx in?
HealthEx's product category is Healthcare Data Interoperability Platform. Its primary akta.pro industry code is HLACAIAL, Data Access, Sharing & Marketplace Platforms (incl. TEFCA/QHIN enablement), with a secondary code of HLACABAN, Patient-Mediated Exchange & Personal Health Data Access (Blue Button, SMART on FHIR). Its NAICS code is 624 and its SIC code is 8090.