Primary Record
Primary Record is a Fishers, Indiana-based healthcare technology company that operates a mobile and web app consolidating fragmented health data from 7,000+ patient portals into a shared family Medical Profile, serving families, healthcare advocates, life care planners, and mobile integrated health programs via a freemium consumer subscription and a professional Pro tier.
- Company typePrivate
- Founded2022
- HeadquartersFishers, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingSoftware
What Primary Record does
Primary Record Inc. is a Delaware-incorporated, private healthcare technology company headquartered in Fishers, Indiana, founded in 2022 by Jean Ross, RN, and Jim McIntosh. The company operates a mobile and web application that consolidates fragmented health information from more than 7,000 patient portals using HL7 FHIR R4 Patient Access APIs, combined with family-held context such as home vitals, caregiver observations, notes, images, and discharge instructions that clinical records typically omit. Core products include the consumer-facing Family App centered on the Medical Profile, an AI-powered Chat Assistant for natural-language search and summarization, Profile Reports for shareable health summaries, and Primary Record Pro — a professional tier with client management, client billing, and SAML SSO for healthcare advocates, life care planners, mobile integrated health programs, and elder law firms.
The technology stack is built on FHIR-based interoperability with licensed integrations through 1upHealth and Fasten Health, SSO via Google and Apple identity providers, Stripe for subscription billing, and SOC 2 Type II, CCPA, and CARIN Code of Conduct compliance frameworks for data protection. The platform is available on iOS, Android, and a browser-based web app at primaryrecord.app.
Primary Record operates a freemium business model with a free consumer tier, paid family subscriptions, and the higher-priced Primary Record Pro subscription for professional and organizational users. Distribution combines consumer self-serve acquisition through the Apple App Store and Google Play Store with a direct enterprise sales motion using HubSpot scheduling, plus a sponsored-access channel enabling partner organizations to provision accounts for their members and clients. The company has raised approximately $1.065 million in cumulative funding across an October 2023 pre-seed round co-led by Boomerang Ventures and a February 2024 investment from the Indiana University Angel Network, and has earned recognition including the 2024 Indiana Small Business of the Year and the 2025 AMIA HL7 FHIR App Competition first-place award.
Primary Record firmographics
Firmographics- Name
- Primary Record
- Legal name
- Primary Record Inc.
- Website
- https://primaryrecord.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Primary Record is a Fishers, Indiana-based healthcare technology company that operates a mobile and web app consolidating fragmented health data from 7,000+ patient portals into a shared family Medical Profile, serving families, healthcare advocates, life care planners, and mobile integrated health programs via a freemium consumer subscription and a professional Pro tier.
- Ownership category
- akta.pro rank
Primary Record industry classification
Industry- Product category
- Healthcare Information Management
- NAICS
- Web Search Portals, Libraries, Archives, and Other Information Services (519)
- SIC
- Services-Health Services (8000)
- akta.pro primary industry
- Record Locator Services (RLS) & Longitudinal Record Aggregation (HLACABAH)
- akta.pro secondary industries
- Clinical Data Repositories (CDR) & Longitudinal Patient Records (HLACAIAH), Patient-Mediated Exchange & Personal Health Data Access (Blue Button, SMART on FHIR) (HLACABAN), Healthcare Master Data Management (MDM) & Patient/Provider Identity Data (HLACAIAB)
Keywords
Where Primary Record is headquartered
LocationHeadquarters
- HQ city
- Fishers
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Primary Record business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Family Subscription: Freemium model with free tier offering limited features and premium subscription with expanded capabilities. Family accounts with collaboration features. Annual and monthly billing options available.
- Professional/Business Subscription: Primary Record Pro for healthcare professionals, advocates, and organizations. Includes client management, billing features, and organization administration tools.
- Sponsored Access: Business partners can provide sponsored access to members, clients, patients, and customers through Primary Record's platform.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free tier with limited features |
| Subscription | Annual | Premium Family Subscription |
| Subscription | Annual | Professional/Pro Subscription |
Go-to-market motion2 records
Distribution channels5 records
Marketing channels6 records
Primary Record product offering
Product offeringCore offering
Primary Record is a mobile and web application that consolidates fragmented medical records from multiple healthcare providers into a single, shareable health profile. It connects to over 7,000 patient portals via FHIR R4 APIs to automatically aggregate health data, and offers features including a chat assistant for health queries, shareable profile reports, care team management, and integrated client billing for professional users. The platform serves both families managing personal health information and healthcare professionals coordinating care for clients.
Product overview
Primary Record is a health technology platform centered around its core family health app, designed to consolidate fragmented health information from multiple patient portals into a single, usable record. The platform operates on a freemium model with a Family App for consumers and Primary Record Pro for professional care coordinators and healthcare advocates. Key features include Medical Profiles, a Chat Assistant for AI-powered search, Profile Reports for shareable summaries, Care Team Management for collaborative coordination, and Client Billing for professional users. The platform connects to over 7,000 patient portals using FHIR standards and is available via iOS, Android, and web browsers.
Differentiator
Problem solved
Functional benefit
Products and services
- Primary Record (Family App) Consumer-facing mobile and web application that lets individuals and families automatically aggregate medical records from more than 7,000 connected patient portals via FHIR R4 APIs into a single shareable health profile. Includes an AI chat assistant for health queries, shareable profile reports, and care team management. Available as a free tier with optional premium subscription upgrades.
Quantifiable outcome
- Reduce healthcare redundancies and costs by consolidating fragmented health information
- +3 more outcomes
Companies that use Primary Record
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles2 records
Primary Record technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
AI capability3 records
Feature6 records
Primary Record partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core, strategic and minor.
- HL7 InternationalcorePrimary Record won 2025 AMIA HL7 FHIR App Competition and featured in HL7's Setting the World on FHIR 2026 case study. Co-founder presented at ViVE panel and led HL7 Member Advantage webinar. Active participant in FHIR standards community.
- Fasten HealthcoreFasten Health provides patient portal connection infrastructure for Primary Record. Integration added via March 2026 release. Third-party service used to facilitate transfer of health records from patient portals.
- 1upHealthcoreLicensed API from 1upHealth to enable patients to upload, import, or transfer health records into Primary Record. 1upHealth obtains records from third-party EHR providers.
- CARIN AlliancecorePrimary Record has committed to following the CARIN Code of Conduct, agreeing to principles including consumer control over data sharing, transparent data use, no hidden secondary uses, and accountability for protecting consumer data.
- National Shattering Silence Coalition (NSSC)strategicCollaboration with NSSC on Crisis2Care pilot program. NSSC supports families navigating mental health and behavioral health challenges. Partnership aims to provide better infrastructure for families in crisis care situations.
- Childfree TrustminorChildfree Trust provides professional medical and financial power of attorney support for people without family decision-makers. Primary Record supports their care planning model with shared information infrastructure.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
Primary Record competitors and assessment
Company assessmentDirect peers
- PicnicHealth: Patient-mediated health record aggregation platform that collects and organizes medical records on behalf of patients, with a similar focus on longitudinal records and FHIR-based data gathering.
- b.well Connected Health: Consumer health data aggregation platform built on FHIR that connects disparate health records into a single longitudinal view, with both consumer and enterprise/provider offerings overlapping Primary Record's positioning.
- Seqster: Patient-mediated platform that aggregates EHR, genomic, and wearable data via FHIR-based APIs, selling to both consumers and life sciences / research organizations — directly comparable to Primary Record's aggregation model.
- 1upHealth: FHIR-native healthcare data platform that aggregates patient records from thousands of EHRs via patient-mediated APIs — competes in the same interoperable record-aggregation category and is also a Primary Record vendor.
- Health Gorilla: Interoperability platform aggregating clinical data from EHRs and labs through FHIR-based APIs, with provider and payer customers in the same adjacent space as Primary Record's B2B offerings.
Emerging players
- Zus Health: Provides shared clinical data infrastructure for digital health builders, including FHIR-based patient-mediated record aggregation, making it both a peer and a potential enabling partner.
- Ciitizen (formerly): Patient-mediated platform that organized medical records on behalf of patients and was acquired by Invitae; highly comparable to Primary Record's family-facing record aggregation use case.
- Fasten Health: Open-source patient-mediated health record aggregator that also provides portal connectivity infrastructure to Primary Record — adjacent peer and integration partner sharing the same underlying FHIR-first philosophy.
Broad incumbents
- Apple Health Records: Pre-installed patient-mediated record aggregation feature on iOS that pulls data from connected health systems via FHIR — a major incumbent that competes for the same consumer use case at effectively zero marginal cost.
- Epic MyChart: Dominant EHR-tethered patient portal used by hundreds of millions of patients; a broad incumbent in the patient-mediated record access space against which Primary Record positions its cross-EHR aggregation.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Primary Record social profiles
Digital presencePrimary Record compliance and trust
Trust signalCompliance3 records
Primary Record financial estimates
Financial estimateRevenue estimate
Valuation estimate
Primary Record leadership team
Management profileNumber of profiles
Profiles2 records
Primary Record funding detail
Funding detailFunding overview
Funding rounds2 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Primary Record 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 Primary Record
What does Primary Record do?
Primary Record is a mobile and web application that consolidates fragmented medical records from multiple healthcare providers into a single, shareable health profile. It connects to over 7,000 patient portals via FHIR R4 APIs to automatically aggregate health data, and offers features including a chat assistant for health queries, shareable profile reports, care team management, and integrated client billing for professional users. The platform serves both families managing personal health information and healthcare professionals coordinating care for clients.
Is Primary Record a public or private company?
Primary Record is a private company. It is classified as venture growth investor backed and is currently operating.
When was Primary Record founded?
Primary Record was founded in 2022. It employs 1 to 10 people.
Where is Primary Record based?
Primary Record is headquartered in Fishers, United States, in the North America region.
How does Primary Record make money?
Three revenue lines are on record. Family Subscription is the primary driver. The others are professional/Business Subscription and sponsored Access.
Who are Primary Record's main competitors?
Direct peers on record are PicnicHealth, b.well Connected Health, Seqster, 1upHealth and Health Gorilla. Emerging players are Zus Health, Ciitizen (formerly) and Fasten Health. Broad incumbents are Apple Health Records and Epic MyChart.
Does Primary Record have an API?
Yes. Primary Record uses an API licensed from 1upHealth, Inc. to enable users to upload, import, or transfer their health records into the platform. 1upHealth's API allows the platform to obtain records from third-party Electronic Health Record (EHR) providers and patient portals.
What industry is Primary Record in?
Primary Record's product category is Healthcare Information Management. Its primary akta.pro industry code is HLACABAH, Record Locator Services (RLS) & Longitudinal Record Aggregation, with a secondary code of HLACAIAH, Clinical Data Repositories (CDR) & Longitudinal Patient Records. Its NAICS code is 519 and its SIC code is 8000.