OrthoFi
OrthoFi is a Denver-based SaaS platform serving orthodontic practices and DSOs with an integrated suite covering case acceptance, multi-lender patient financing, insurance management across 800+ carriers, and accounts receivable automation via OrthoFi, AcceptCare, and OrthoBanc.
- Company typePrivate
- Founded2013
- HeadquartersDenver, United States
- Headcount251–500
- GTM typeB2B
- OfferingSoftware
What OrthoFi does
OrthoFi Inc., founded in 2013 and headquartered in Denver, Colorado, is a privately held SaaS company that builds an integrated cloud-based platform for orthodontic and dental practices. Its core products — OrthoFi (practice growth, insurance management, and analytics), AcceptCare (case acceptance and multi-lender patient financing), and OrthoBanc (patient accounts receivable automation) — sit alongside sub-products (Breeze, Compassionate Finance, ZACC, AccepTx Pro, Abella AR) to span the full patient financial lifecycle from initial case presentation through treatment financing, insurance claim submission across 800+ carriers and TPAs, and ongoing payment collection. The platform also offers workflow tools such as the OrthoFi Cheat Sheet, Sign @Home digital signatures, real-time claims processing, and an automated reminder engine that supports remote loan application and approval. Underlying the product suite is a proprietary data asset of more than 1 million patient starts and 500,000+ submitted claims used for insurance fee analysis, conversion benchmarking, and practice performance analytics.
OrthoFi sells its platform primarily through enterprise field sales and dedicated inside-sales teams to two customer segments: single and multi-location orthodontic practices and orthodontic-only organizations (OSOs), and Dental Support Organizations (DSOs) such as Kids Care Dental, Benevis, Rodeo Dental, MB2 Dental, Schulman Group, NADG, and Epic4. Pricing is subscription-based and gated behind a discovery/demo model rather than publicly disclosed, indicating contract values vary by practice size and module selection. The company complements direct sales with thought-leadership marketing via blog content, webinars, a podcast series, AAO conference participation, and its own "Fast Track to Peak Performance" CE event series. Strategic inorganic moves include the 2016 Boathouse Capital investment, a 2019 Accel-KKR-led growth equity round, and the 2021 acquisitions of OrthoBanc and Comprehensive Finance, which materially expanded OrthoFi's AR automation and patient lending capabilities.
OrthoFi's reported business outcomes — including a 141% increase in case acceptance rates within two months for Clarksburg Dental, 93% growth in same-day starts and 15%+ annual production growth for TG Orthodontics, and 23% higher production after a fee optimization program — support the company's value proposition of converting more patients, accelerating cash flow, and reducing administrative burden for orthodontic providers. The company is led by CEO and founder Dave Ternan, with additional executive leadership including CMO Oliver Gelles and VP of Strategic Partnerships Marla Merritt; co-founder Jamie Reynolds is also associated with the company.
OrthoFi firmographics
Firmographics- Name
- OrthoFi
- Legal name
- OrthoFi Inc.
- Website
- https://orthofi.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- OrthoFi is a Denver-based SaaS platform serving orthodontic practices and DSOs with an integrated suite covering case acceptance, multi-lender patient financing, insurance management across 800+ carriers, and accounts receivable automation via OrthoFi, AcceptCare, and OrthoBanc.
- Ownership category
- akta.pro rank
OrthoFi industry classification
Industry- Product category
- Orthodontic Practice Management Software
- NAICS
- Offices of Dentists (621210), Offices of Dentists (62121)
- SIC
- Services-Prepackaged Software (7372), Dental Equipment & Supplies (3843)
- akta.pro primary industry
- Comprehensive Orthodontic Clinics (HLABABAA)
- akta.pro secondary industries
- Orthodontic Group Practices (HLABAKAC), Ambulatory & Physician Practice EHRs (HLACAAAB)
Keywords
Where OrthoFi is headquartered
LocationHeadquarters
- HQ city
- Denver
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
OrthoFi business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Software Subscription & Platform Fees: OrthoFi provides a comprehensive practice growth and financial management solution through subscription-based software. Practices pay for access to the OrthoFi platform which includes case acceptance tools, insurance management, patient AR management, and analytics. The platform is sold as a complete solution with multiple products (OrthoFi, AcceptCare, OrthoBanc) that can be used individually or together.
Go-to-market motion2 records
Distribution channels2 records
Marketing channels10 records
OrthoFi product offering
Product offeringCore offering
OrthoFi is a cloud-based SaaS platform that helps orthodontic practices and DSOs convert more patients through case acceptance tools, multi-lender patient financing, insurance verification and claims management, and automated patient accounts receivable. Its portfolio includes the OrthoFi practice growth platform, AcceptCare financing and case acceptance, and OrthoBanc patient payment management, which can be used individually or together on a subscription basis.
Product overview
OrthoFi provides an integrated suite of practice growth and financial management solutions for orthodontic and dental practices. The core platform consists of OrthoFi (comprehensive practice management covering patient acquisition, insurance management, and collections), AcceptCare (patient financing and case acceptance with multi-lender payment options), and OrthoBanc (full-service patient payment management with automation and human support). Supporting sub-products include Breeze (payment tools), Compassionate Finance, ZACC (AR management), AccepTx Pro (treatment acceptance), and Abella AR (accounts receivable). The portfolio is designed to address the full patient financial lifecycle from initial case acceptance through ongoing payment collection.
Differentiator
Problem solved
Functional benefit
Products and services
- OrthoFi Comprehensive practice growth and financial management platform providing patient acquisition, insurance management, and accounts receivable solutions with real-time claims processing and advanced analytics for orthodontic practices.
- AcceptCare Patient financing and case acceptance platform enabling practices to present personalized payment options across a multi-lender network regardless of patient credit score, with automated follow-ups and analytics.
- OrthoBanc
Quantifiable outcome
- Case acceptance rate increased from 22% to 53% (141% increase) in two months
- +7 more outcomes
Companies that use OrthoFi
Customer profileNamed customers12 records
Segments2 records
Ideal customer profiles2 records
OrthoFi technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability4 records
Feature8 records
OrthoFi partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered minor.
- Retainers for LifeminorOrthoFi partners with Retainers for Life to offer lifetime retention programs to orthodontic practices, helping increase fees by up to $800/case while streamlining post-treatment care protocols.
- Retainer ClubminorOrthoFi recommends Retainer Club's turnkey programs for practices implementing retention programs, enabling fee increases and differentiation through post-treatment care services.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
OrthoFi competitors and assessment
Company assessmentDirect peers
- CareStack: CareStack is a cloud-native dental practice management platform offering clinical, billing, scheduling, and patient engagement tools. It targets dental groups and DSOs, overlapping with OrthoFi's multi-location customer segment.
- Curve Dental: Curve Dental is a cloud-based dental practice management platform serving general and specialty dental practices. It competes directly with OrthoFi in providing SaaS-based practice management, charting, billing, and patient engagement — though OrthoFi is more orthodontic-vertical-specialized.
- Open Dental Software: Open Dental is an open-source dental practice management platform widely used by general and specialty practices including orthodontics. It competes on practice management features and serves price-sensitive orthodontic practices that OrthoFi targets.
- tab32: tab32 is a cloud dental practice management software focused on dental practices with features for patient communication, billing, imaging, and analytics. It competes for the same SMB and mid-market dental/orthodontic practice customer base that OrthoFi targets.
Emerging players
- Rectangle Health: Rectangle Health offers practice management technology including patient financing, billing, and payments to healthcare practices. It overlaps with OrthoFi's OrthoBanc patient payment management and AcceptCare financing offerings.
- Solutionreach: Solutionreach provides patient engagement, communication, and recall software for dental and specialty practices. It competes for orthodontic practice software spend, particularly around patient reminders and case acceptance support.
- Weave: Weave is a patient communication and engagement platform for dental and medical practices, providing texting, payments, and review management. It overlaps with OrthoFi's patient engagement and AR automation use cases for orthodontic practices.
Regional players
- GreenSlate: GreenSlate is a US-based payroll and business management solution tailored for entertainment and production, but the comparable adjacent category includes practice financial management vendors. Listed as a thematically related player rather than direct competitor.
Broad incumbents
- Tebra (PatientPop): Tebra is a healthcare practice growth platform (formed from PatientPop and Kareo) serving independent practices with patient acquisition, scheduling, billing, and EHR. It competes for healthcare practice software dollars but with broader vertical focus than OrthoFi.
- Dentrix (Henry Schein): Dentrix is the dominant on-premise dental practice management software from Henry Schein with the largest installed base in North America. While primarily serving general dentistry, it competes for orthodontic practice tech budgets and represents the most significant incumbent threat to OrthoFi.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
OrthoFi social profiles
Digital presenceOrthoFi financial estimates
Financial estimateRevenue estimate
Valuation estimate
OrthoFi leadership team
Management profileNumber of profiles
Profiles4 records
OrthoFi funding detail
Funding detailFunding overview
Funding rounds6 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
OrthoFi M&A and investment
M&A and investmentM&A2 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about OrthoFi
What does OrthoFi do?
OrthoFi is a cloud-based SaaS platform that helps orthodontic practices and DSOs convert more patients through case acceptance tools, multi-lender patient financing, insurance verification and claims management, and automated patient accounts receivable. Its portfolio includes the OrthoFi practice growth platform, AcceptCare financing and case acceptance, and OrthoBanc patient payment management, which can be used individually or together on a subscription basis.
Is OrthoFi a public or private company?
OrthoFi is a private company. It is classified as venture growth investor backed and is currently operating.
When was OrthoFi founded?
OrthoFi was founded in 2013. It employs 251 to 500 people.
Where is OrthoFi based?
OrthoFi is headquartered in Denver, United States, in the North America region.
How does OrthoFi make money?
One revenue line is on record: software Subscription & Platform Fees.
Who are OrthoFi's main competitors?
Direct peers on record are CareStack, Curve Dental, Open Dental Software and tab32. Emerging players are Rectangle Health, Solutionreach and Weave. GreenSlate is listed as a regional player. Broad incumbents are Tebra (PatientPop) and Dentrix (Henry Schein).
Does OrthoFi have an API?
No public API is recorded for OrthoFi.
What industry is OrthoFi in?
OrthoFi's product category is Orthodontic Practice Management Software. Its primary akta.pro industry code is HLABABAA, Comprehensive Orthodontic Clinics, with a secondary code of HLABAKAC, Orthodontic Group Practices. Its NAICS code is 621210 and its SIC code is 7372.