Welkin Health

What Welkin Health does

Welkin Health, founded in 2013 by Chase Hensel and Gideon Wald and headquartered in San Francisco, operates a cloud-based healthcare CRM and care management platform designed to support the full continuum of care from preventative through chronic and follow-up care. The platform is purpose-built for healthcare organizations rather than adapted from a generic CRM, combining patient records, scheduling, encounters, assessments, labs (with 110+ US lab vendor integrations via Health Gorilla), e-prescribing (via DrFirst), multi-channel communications (phone, SMS, email, WhatsApp, Zoom video), claims billing, and analytics in a single configurable system. Customers customize care programs through a codeless drag-and-drop program editor or by uploading JSON files, with API-first architecture enabling deep integration into existing EMRs and downstream systems.

The business sells primarily through an enterprise sales-led motion with custom quote-based pricing, complemented by a 14-day free sandbox plan aimed at startups and product managers as a product-led growth entry point. Welkin serves a horizontal set of healthcare buyers including health systems and hospitals, implantable medical device companies (with a dedicated post-implant platform ingesting live device telemetry), AI-powered digital health startups (via an AI Health Products platform with vector search and multimodal data ingestion), and specialty care programs spanning substance use, behavioral health, diabetes, and orthopedics. The platform holds HIPAA-compliant infrastructure with SOC 2 Type II certification, AES-256 encryption, audit logging, MFA, and a 99.9% uptime SLA, and operates under a subscription-based SaaS revenue model with implementation, enterprise support, and dedicated account management included.

The company employs 40+ people distributed across at least 10 US states and has raised approximately $29M in disclosed funding across seed and Series A rounds through 2019, with Altos Ventures leading the most recent round and Thrive Capital as a long-running investor. Recent strategic moves include the December 2024 launch of the AI Assistant (a generative AI module for clinical documentation) and the September 2025 launch of Welkin Inbox (a unified multi-channel communication hub), alongside vertical expansion into medical devices and AI health products. Revenue is not publicly disclosed, and the absence of a funding round since 2019 limits visibility into recent growth velocity.

Name

Welkin Health

Legal name

Welkin Health

Website

https://welkinhealth.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

Welkin Health is a cloud-based healthcare CRM and care management platform that helps health systems, device companies, and digital health startups coordinate longitudinal care through customizable programs, multi-channel communication, AI documentation, and deep EMR integrations.

Ownership category

akta.pro rank

Product category

Healthcare Care Management Software

NAICS

Computer Systems Design and Related Services (54151)

SIC

Services-Health Services (8000)

akta.pro primary industry

Adherence, Reminders & Engagement Automation (Medication/Follow-up) (HLACAEAJ)

akta.pro secondary industries

Patient Engagement, Education & Messaging Platforms (portal/CRM integrated) (HLALABAJ), Care Team Collaboration, Secure Messaging & Clinical Communication within EHR (HLACAAAK), Chronic Disease Management IoT (Diabetes, CHF, COPD, Hypertension) (HLACAPAD), Data Aggregation, Interoperability & APIs for RPM (FHIR/IoMT Gateways) (HLACAFAO), Patient Intake, Digital Registration & eForms (HLACAEAF)

Keywords

• Care management software
• Healthcare CRM platform
• Patient engagement software
• Clinical workflow automation
• Remote patient monitoring

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription License (SaaS): Monthly license fee for access to Welkin's care management platform. Pricing is custom/quote-based based on specific services and features required. Includes implementation support, enterprise support, data transfer/migration support, and dedicated account manager & trainings.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Welkin Health provides a customizable, API-first healthcare CRM/EHR platform for outcome-based care management. The platform supports patient management workflows including records, scheduling, encounters, assessments, e-prescribing, labs, analytics, claims billing, and multi-channel communication (SMS, email, phone, chat, WhatsApp, video). It targets healthcare systems, digital health startups, and implantable medical device companies with modules such as AI-powered clinical documentation, codeless program design, automated care delivery, and a patient-facing mobile app.

Product overview

Welkin Health offers a unified Healthcare CRM/EHR platform designed for outcome-based care management with a modular, platform-plus-modules architecture. The core platform provides foundational patient management workflows including patient records, scheduling, encounters, assessments, tasks, analytics, and claims billing. Key add-on modules include AI Assistant (generative AI-powered documentation), Automated Care Delivery (workflow automation), Care Coordination (care team collaboration), Codeless Care Program Design (no-code customization), Welkin Inbox (unified multi-channel communication), Patient-Facing App (mobile engagement), and integrations with 13 third-party tools. Specialized platforms address AI health products (with AI-ready infrastructure and vector search), implantable medical device companies (with device telemetry), telehealth/telemedicine, and remote patient monitoring. All modules share the same data model and API architecture, enabling customization through codeless configuration or custom JSON/programming.

Differentiator

Problem solved

Functional benefit

Products and services

• Welkin Health Platform Healthcare CRM/EHR platform designed for outcome-based care management. A customizable global platform that enables scalable patient care through automation and personalization for healthcare organizations including health systems, hospitals, and clinics.
• AI Assistant Healthcare-specialized generative AI that transforms patient-provider interactions into precise, structured clinical documentation in real-time, reducing administrative burden and supporting both in-person and telehealth visits.
• AI Health Products Platform Scalable backend platform for AI-powered healthcare startups and digital health companies building patient-facing AI products with coaching, tracking, and remote monitoring. Includes modular care plans, custom data types, embedded forms, health coaching scheduling, real-time patient monitoring, and AI-ready infrastructure with vector search.
• Implantable Medical Device Platform

Quantifiable outcome

• 85% of substance use program patients reported not using drugs or alcohol since their last coaching session
• +3 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration13 records

AI capability8 records

Feature9 records

Partnerships

Nine partnerships are on record, tiered core.

• Acuity SchedulingcoreTechnology or IntegrationAcuity integration provides a self-scheduling feature that can be integrated into the Welkin care management platform, enabling patients to self-schedule appointments directly through the healthcare organization's website.
• Candid HealthcoreTechnology or IntegrationCandid Health integration enables customers to centralize and automate the entire Revenue Cycle Management (RCM) and billing process within Welkin, streamlining medical billing operations.
• DocuSigncoreTechnology or IntegrationDocuSign HIPAA Provider Account integration enables secure document e-signing within Welkin, streamlining intake and consent form processes for patient onboarding.
• DrFirstcoreTechnology or IntegrationDrFirst integration enables e-prescribing (eRx) capabilities within Welkin. The Rcopia e-prescribing system includes alerts for drug-drug interactions, drug-allergy interactions, dosing errors, and duplicate therapies, along with patient-specific formulary guidance.
• Health GorillacoreTechnology or IntegrationHealth Gorilla integration enables lab ordering directly within patient workflows. Welkin connects with over 110 lab vendors in the United States. Lab results are received electronically and care teams are promptly notified when results are available for review.
• PauboxcoreTechnology or IntegrationPaubox secure email integration enables sending of encrypted, HIPAA-compliant, HITRUST certified emails directly from within Welkin, ensuring secure provider-patient communication.
• TwiliocoreTechnology or IntegrationTwilio integration enables text and chat functionality within Welkin, supporting SMS, MMS, and in-app chat capabilities for multi-channel patient communication.
• WhatsAppcoreTechnology or IntegrationWhatsApp messaging integration enables sending and receiving of WhatsApp messages directly within Welkin, providing an additional HIPAA-compliant communication channel for patient engagement.
• ZoomcoreTechnology or IntegrationZoom HIPAA Provider Account integration enables video functionality within Welkin, supporting telehealth video visits and HIPAA-compliant video conferencing for patient care encounters.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Luma Health: Luma Health provides a patient engagement platform with scheduling, intake, referral management, and two-way communication across SMS and web, serving ambulatory practices and health systems with workflow automation similar to Welkin's care coordination and multi-channel communication capabilities.
• Force Therapeutics: Force Therapeutics is a digital care management platform focused on musculoskeletal and orthopedic episodes of care, with patient-facing mobile apps and provider dashboards, directly comparable to Welkin's specialty care programs and the orthopedic care use case evidenced in Welkin case studies.
• Wellframe: Wellframe is a digital health management platform that enables health plans and providers to deliver care management programs through a mobile experience with integrated clinical content and engagement workflows, directly comparable to Welkin's care management platform and target customer base.
• CareSimple: CareSimple provides a remote patient monitoring platform with device logistics, patient onboarding, and EHR integration for chronic disease management, directly comparable to Welkin's RPM module and the device data ingestion and chronic condition workflows Welkin supports.
• Vivify Health: Vivify Health offers a connected care platform combining remote patient monitoring, biometric device integration, and patient engagement for chronic condition management, directly comparable to Welkin's RPM module, wearable data ingestion, and chronic disease care programs.

Emerging players

• Innovaccer: Innovaccer provides a healthcare data platform with care management, population health, and CRM-like provider workflows, offering overlapping capabilities to Welkin with a broader data unification focus that competes in similar health system and value-based care accounts.
• Augmedix: Augmedix provides AI-powered ambient clinical documentation and medical note generation for healthcare providers, directly competing with Welkin's AI Assistant module in the clinician documentation space within health systems and ambulatory practices.
• Abridge: Abridge is a generative AI clinical documentation platform that converts patient-provider conversations into structured clinical notes, competing directly with Welkin's AI Assistant and increasingly embedded into enterprise health system EHR workflows as a third-party ambient documentation layer.

Broad incumbents

• Salesforce Health Cloud: Salesforce Health Cloud is a broad healthcare CRM within the Salesforce platform offering care coordination, patient engagement, and provider workflows as part of a wider enterprise CRM portfolio, competing with Welkin in larger health systems that already standardize on Salesforce.
• Phreesia: Phreesia is a public patient intake, registration, and engagement platform serving ambulatory practices and health systems with mobile check-in, screening, and payment tools, with overlapping patient intake and engagement functionality that competes with Welkin's intake and patient-facing app modules.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Instagraminstagram.com/welkinhealth
• Xx.com/welkinhealth
• Facebookfacebook.com/welkinhealth
• LinkedInlinkedin.com/company/welkin-health

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds6 records

Investors11 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Welkin Health