Wellzesta, Inc.
Wellzesta, Inc. is a private health-tech software company providing a modular engagement platform (Wellzesta Life and add-ons) that connects residents, staff, and families in senior living communities and home care settings across the United States.
- Company typePrivate
- Founded2014
- HeadquartersCharlotte, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Wellzesta, Inc. does
Wellzesta, Inc. is a private health-tech software company founded in 2014 that provides a modular engagement platform for the senior living industry. The company is legally incorporated in North Carolina, with headquarters variously referenced in Charlotte, NC and Greenville, SC, and operates a distributed team across the United States, Brazil, Costa Rica, Thailand, the Dominican Republic, and Nicaragua. Its core platform, Wellzesta Life, is an all-in-one resident engagement application combining wellness programming, event and activity management, service requests, digital signage, family communication (Connect), and social network mapping, with an underlying eight-dimensions wellness taxonomy. Adjacent modules include Wellzesta Elevate (staff engagement), Wellzesta Connect (family communication), Wellzesta Life at Home (aging in place and Continuing Care at Home programs), Wellzesta Thrive (home care caregivers), Wellzesta Vis (digital signage), and Discover (event calendar web display). The Zesty AI Concierge, launched in 2026, adds conversational AI for natural-language task completion. Integrations span the dominant senior-living EHRs (PointClickCare, MatrixCare), productivity suites (Microsoft 365, Google Workspace), and communication tools (Zoom, Alexa).
The company sells primarily through an enterprise and mid-market direct field-sales motion, with a consultative process of discovery, demos, and tailored onboarding. Pricing is a hybrid model: a one-time onboarding fee covering platform setup, data analytics, staff training, ambassador training, in-person resident training, and ongoing follow-up, plus recurring per-resident per-month SaaS fees that vary with scale and platform choice. The customer base is concentrated in Life Plan Communities (CCRCs), independent living, assisted living, memory support, skilled nursing, and continuing care at home programs, with named references including Presbyterian Homes & Services (60+ communities serving 26,000+ older adults), Shell Point, Sunnyside, RoseVilla, Cornwall Manor, The Vista, and a Home Instead franchise in North Carolina. Reported outcomes include 80% resident engagement, 9/10 client NPS, and 85-92% weekly engagement at the Vista.
Wellzesta has raised approximately $1.63M across four disclosed funding rounds (2017-2024), the most recent a $750,000 SEC Form D exempt offering in July 2024, and remains founder-controlled with no disclosed institutional investor. Co-founders John Robinson, MD, PhD (CEO), Kyle Robinson, MA (Director of Business Development), and Dave Pearson, MD, MBA (CMO) lead the company, supplemented by named advisors. The Wellzesta Health Research Institute, a separate nonprofit, manages the Integrated Classification of Wellness framework underlying the company's wellness taxonomy.
Wellzesta, Inc. firmographics
Firmographics- Name
- Wellzesta, Inc.
- Legal name
- Wellzesta, Inc.
- Website
- https://wellzesta.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Wellzesta, Inc. is a private health-tech software company providing a modular engagement platform (Wellzesta Life and add-ons) that connects residents, staff, and families in senior living communities and home care settings across the United States.
- Ownership category
- akta.pro rank
Wellzesta, Inc. industry classification
Industry- Product category
- Senior Living Engagement Software
- NAICS
- Continuing Care Retirement Communities and Assisted Living Facilities for the Elderly (6233), Services for the Elderly and Persons with Disabilities (624120)
- SIC
- Services-Prepackaged Software (7372), Services-Home Health Care Services (8082)
- akta.pro primary industry
- Smart Home & Assistive Technology Installation for Aging-in-Place (HSABAJAI)
Keywords
Where Wellzesta, Inc. is headquartered
LocationHeadquarters
- HQ city
- Charlotte
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Wellzesta, Inc. business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
Revenue model
- SaaS Subscription: Software-as-a-Service (SaaS) subscription model with recurring per-user/month fees for residents. Pricing depends upon scale and platform choice.
- Onboarding Services: One-time onboarding fee that includes platform set-up, data analytics, staff training, ambassador training, in-person resident training, and robust follow-up.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Hybrid | Monthly | One-time onboarding fee with recurring SaaS |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels10 records
Wellzesta, Inc. product offering
Product offeringCore offering
Wellzesta builds and sells a modular SaaS engagement platform for senior living communities, home care providers, and aging-in-place/CCaH programs. The flagship offering, Wellzesta Life, is an all-in-one resident engagement platform that connects residents, staff, and families through wellness content, events, service requests, social networking, digital signage, and analytics, and is extended via staff engagement (Elevate), family communication (Connect), home care (Thrive), aging-in-place (Life at Home), web event display (Discover), digital signage (Vis), and an AI concierge (Zesty).
Product overview
Wellzesta is an AgeTech platform provider offering a modular suite of engagement software for senior living communities and home care. The core platform is Wellzesta Life (available as a mobile app), which serves as the central resident engagement hub. This integrates with Wellzesta Elevate for staff engagement and Wellzesta Connect for family communication. Wellzesta Life at Home extends the platform to aging-in-place seniors. All products share a common wellness taxonomy, data analytics engine, and onboarding methodology, with AI capabilities including the Zesty AI concierge and semantic search.
Differentiator
Problem solved
Functional benefit
Brands
- Wellzesta Life: The core resident engagement platform for senior living communities, providing daily engagement guides, wellness tracking, social connection, and operational efficiency tools.
- Wellzesta Elevate
- Wellzesta Life at Home
- Wellzesta Connect
- Zesty
Products and services
- Wellzesta Life Flagship all-in-one senior living resident engagement platform that connects residents to community information, wellness programming, events, social networks, dining, and service requests; serves as the central hub for communication, event discovery, and family connectivity in senior living communities.
- Wellzesta Elevate Staff engagement platform that connects HR, nursing, culinary, maintenance, concierge, IT, marketing, and leadership departments with real-time updates, document sharing, service requests, certification reminders, and training access for senior living organizations.
- Wellzesta Connect Family communication feature that delivers real-time updates to family members about their loved ones' activities, wellness, dining menus, and community events in a senior living community, supporting peace of mind and family engagement.
- Wellzesta Life at Home Platform for adults aging in place at home and Continuing Care at Home (CCaH) members, supporting connectivity, engagement, wellness tracking, and family communication to help people age in place safely.
- Wellzesta Thrive Home care software providing communication and wellness tools for caregivers and home care operators serving clients in their homes.
- Wellzesta Discover Event calendar display feature that allows senior living staff to showcase event calendars on community websites, enabling digital promotion of activities and programming for marketing and communication teams.
- Wellzesta Vis Digital signage solution for senior living communities that displays community information, events, wellness content, and announcements on screens across a campus.
- Zesty AI Concierge AI-powered concierge feature built into the Wellzesta platform that lets residents ask questions in natural language and receive answers, with tasks completed automatically via conversational AI, removing the need to navigate traditional app screens.
Quantifiable outcome
- 9/10 client NPS score
- +9 more outcomes
Companies that use Wellzesta, Inc.
Customer profileNamed customers17 records
Segments3 records
Ideal customer profiles4 records
Wellzesta, Inc. technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration15 records
AI capability6 records
Feature10 records
Wellzesta, Inc. partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core and minor.
- PointClickCarecoreIntegration partnership with PointClickCare, a leading EHR platform for senior living, enabling data sharing and operational efficiency for healthcare documentation.
- MatrixCarecoreIntegration partnership with MatrixCare, an EHR and care management platform serving post-acute and senior living providers.
- ZoomcoreVideo conferencing integration enabling virtual events, video chat, and resident communication features.
- Microsoft 365coreIntegration with Microsoft 365 productivity tools for enterprise communication and collaboration.
- Google WorkspacecoreIntegration with Google Workspace productivity tools for communication and collaboration.
- Alexa (Amazon)coreVoice assistant integration enabling voice-activated technology and information access for seniors.
- YouTubecoreVideo content integration for wellness videos, exercise content, and educational programming.
- LeadingAgecoreIndustry association partnership supporting senior living providers. Wellzesta presents at LeadingAge conferences and collaborates on industry initiatives.
- PAHSAminorPartnership with Presbyterian Association of Homes and Services for Aging, supporting faith-based senior living organizations.
- Wellzesta Health Research Institute (WHRI)coreWHRI is a separate nonprofit research entity managing the Integrated Classification of Wellness (ICW) framework, providing academic rigor to Wellzesta's wellness taxonomy and research initiatives.
Scale indicators22 records
Recent moves6 records
Expansion highlights6 records
Wellzesta, Inc. competitors and assessment
Company assessmentDirect peers
- LifeLoop: LifeLoop is a direct competitor providing resident engagement, family communication, and activity management software to senior living communities, targeting the same CCRC and assisted living operators as Wellzesta.
- Linked Senior: Linked Senior offers an engagement platform for senior living focused on wellness, cognitive activities, and life enrichment, competing head-to-head with Wellzesta Life for the same resident engagement use cases.
- iN2L (It's Never 2 Late): iN2L provides technology-driven engagement content and touchscreen-based resident engagement for senior living communities, overlapping directly with Wellzesta's resident engagement and wellness content offerings.
- Sentrics: Sentrics offers an integrated suite for senior living that includes engagement, resident safety, and communication, competing directly with Wellzesta's engagement, family communication, and staff modules.
- Caremerge (WellSky): Caremerge offers family engagement, communication, and resident experience software for senior living and was acquired by WellSky, making it a direct competitor in the same customer conversations as Wellzesta.
Broad incumbents
- PointClickCare: PointClickCare is the dominant EHR for senior living and a Wellzesta integration partner; it represents both an ecosystem enabler and a competitive threat as it expands into engagement and resident experience features.
- MatrixCare: MatrixCare is a leading EHR and care management platform in senior living and post-acute care, also a Wellzesta integration partner, with broader operational capabilities that could compete with engagement modules.
- Yardi: Yardi provides senior living ERP and resident management software and increasingly competes in the engagement and family communication layer that Wellzesta occupies.
Emerging players
- GetSetUp: GetSetUp is an online learning and social connection platform aimed at older adults, with partial overlap to Wellzesta's wellness content, social connection, and aging-in-place offerings.
- Stitch: Stitch is a social community platform for older adults that addresses isolation and connection, intersecting with Wellzesta Life's social network and family engagement functionality.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Wellzesta, Inc. social profiles
Digital presenceWellzesta, Inc. financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wellzesta, Inc. leadership team
Management profileNumber of profiles
Profiles7 records
Wellzesta, Inc. funding detail
Funding detailFunding overview
Funding rounds4 records
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wellzesta, Inc. 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 Wellzesta, Inc.
What does Wellzesta, Inc. do?
Wellzesta builds and sells a modular SaaS engagement platform for senior living communities, home care providers, and aging-in-place/CCaH programs. The flagship offering, Wellzesta Life, is an all-in-one resident engagement platform that connects residents, staff, and families through wellness content, events, service requests, social networking, digital signage, and analytics, and is extended via staff engagement (Elevate), family communication (Connect), home care (Thrive), aging-in-place (Life at Home), web event display (Discover), digital signage (Vis), and an AI concierge (Zesty).
Is Wellzesta, Inc. a public or private company?
Wellzesta, Inc. is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Wellzesta, Inc. founded?
Wellzesta, Inc. was founded in 2014. It employs 11 to 50 people.
Where is Wellzesta, Inc. based?
Wellzesta, Inc. is headquartered in Charlotte, United States, in the North America region.
How does Wellzesta, Inc. make money?
Two revenue lines are on record. SaaS Subscription is the primary driver. The others are onboarding Services.
Who are Wellzesta, Inc.'s main competitors?
Direct peers on record are LifeLoop, Linked Senior, iN2L (It's Never 2 Late), Sentrics and Caremerge (WellSky). Broad incumbents are PointClickCare, MatrixCare and Yardi. Emerging players are GetSetUp and Stitch.
Does Wellzesta, Inc. have an API?
Yes. Wellzesta offers a public-facing API with auto-scaling capabilities for performance optimization, cost reduction, and energy efficiency. The API supports single sign-on (SSO) integrations enabling user integrations with enterprise systems. Developer documentation is at www.wellzesta.com/developer.
What industry is Wellzesta, Inc. in?
Wellzesta, Inc.'s product category is Senior Living Engagement Software. Its primary akta.pro industry code is HSABAJAI, Smart Home & Assistive Technology Installation for Aging-in-Place. Its NAICS code is 6233 and its SIC code is 7372.