Wellistic

What Wellistic does

Wellistic is a Raleigh, North Carolina-based SaaS company that provides AI-powered clinical documentation tools for individual wellness practitioners. The product converts a brief, practitioner-typed session summary (chief complaint, treatment, findings, plan) into a complete, professionally formatted SOAP, DAP, or BIRP clinical note in seconds, using domain-specialized AI prompts tuned for seven core disciplines — massage therapy, chiropractic, acupuncture, physical therapy, naturopathy, health coaching, and counseling — and extended across 22+ specialty templates. The platform is built on Google Gemini AI models accessed via a secure gateway, with Supabase for authentication and data, Stripe for billing, and Vercel for hosting.

A defining architectural choice is that the system is de-identified by design: there are no fields for patient names, dates of birth, or other identifiers, so Protected Health Information never enters the platform, materially reducing HIPAA exposure and eliminating the need for a Business Associate Agreement in standard use. PDF export and voice dictation are performed client-side, and the company's stated position is that AI inputs are not used for training and are not retained.

Wellistic distributes exclusively through a self-serve, product-led growth motion on the web. The Free tier offers 3 lifetime SOAP notes with no credit card required; the Pro tier is priced at $19 per month and unlocks unlimited notes across all three formats, full history and search, edit/regenerate, PDF export, patient records, and priority support. Ancillary free tools — eight client-side clinical calculators and an SEO-driven content library — serve as top-of-funnel acquisition. The company is privately held with 1–10 employees, no disclosed funding rounds, and a sole founder/CEO (Oz Merchant); integration partners are limited to infrastructure vendors (Google, Supabase, Stripe, Vercel).

Name

Wellistic

Legal name

Wellistic

Website

https://wellistic.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Wellistic is an AI-powered clinical documentation SaaS that converts brief session summaries into SOAP, DAP, and BIRP notes for individual wellness practitioners, using a de-identified-by-design architecture and a $19/month Pro subscription.

Ownership category

akta.pro rank

Headquarters

HQ city

Raleigh

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Software

Cost components

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

Revenue model

1. Subscription - Pro Plan: Monthly subscription at $19/month providing unlimited AI-generated notes, all three note formats (SOAP, DAP, BIRP), full note history with search, edit and regenerate capabilities, PDF export, patient records with tags, and priority email support. Annual billing not yet available.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Wellistic is an AI-powered clinical documentation SaaS platform that converts brief session summaries input by wellness practitioners into professionally formatted SOAP, DAP, and BIRP notes in seconds. The system is built around a de-identified-by-design architecture so that no PHI enters the platform, and it uses Google Gemini AI with discipline-specific prompts tailored for massage therapy, chiropractic, acupuncture, physical therapy, naturopathy, health coaching, and counseling. Practitioners access the product via a self-serve web application on a freemium model (3 free lifetime notes) upgrading to a $19/month Pro subscription for unlimited notes and full features.

Product overview

Wellistic is a single, unified SaaS product — an AI-powered clinical documentation platform for wellness practitioners. At its core is the AI note generation engine (built on Google's Gemini AI) that converts brief text summaries into complete SOAP, DAP, and BIRP notes. The product is offered in two tiers: a Free Plan (3 lifetime notes, SOAP format only, voice dictation, 22 specialty templates) and a Pro Plan ($19/month — unlimited notes across all three formats, full history and search, edit/regenerate, PDF export, patient records with tags). Ancillary features include client-side PDF export, optional patient tracking (de-identified labels only), voice dictation via browser Web Speech API, and a library of 22+ specialty templates. Supporting free tools include 8 clinical calculators (BMI, IBW, body fat %, BMR/TDEE, water intake, IV drip rate, dosage, heart rate zones) that run entirely client-side. The product is not an EHR — it generates notes for export to the user's existing record-keeping system.

Differentiator

Problem solved

Functional benefit

Products and services

• Wellistic AI Clinical Documentation Platform AI-powered SaaS platform that generates SOAP, DAP, and BIRP clinical notes from brief session summaries input by licensed wellness practitioners (massage therapists, chiropractors, acupuncturists, physical therapists, naturopaths, health coaches, counselors). Uses Google Gemini AI with discipline-specific prompts, de-identified by design so no PHI enters the system, and is delivered via a self-serve web application on a freemium plus Pro ($19/month) subscription.
• Clinical Calculators

Segments8 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability2 records

Feature5 records

Partnerships

Four partnerships are on record, tiered core and supporting.

• Google (Gemini AI)coreTechnology or IntegrationWellistic uses Google's Gemini AI models via a secure gateway for note generation. De-identified clinical inputs are sent to the AI model, processed, and returned as formatted notes. Inputs are not used for AI model training and are not retained after processing.
• SupabasecoreTechnology or IntegrationSupabase provides authentication and database hosting for Wellistic. User data including account information, saved notes, and patient records is stored via Supabase with row-level security ensuring users can only access their own data.
• StripecoreTechnology or IntegrationStripe handles payment processing for Pro plan subscriptions. Wellistic does not store credit card numbers or bank account details. Stripe is PCI-DSS compliant and Stripe's privacy policy governs handling of payment data.
• VercelsupportingTechnology or IntegrationVercel provides website hosting for the Wellistic web properties including the main marketing site and application.

Scale indicators1 record

Recent moves6 records

Expansion highlights6 records

Direct peers

• SimplePractice: SimplePractice is a practice-management platform for health and wellness professionals (therapists, counselors, allied health) with built-in note-taking, telehealth, billing, and client portal. It competes for the same solo-practitioner wallet share as Wellistic and is incrementally adding AI documentation features.
• Abridge: Abridge is a medical AI scribe that converts patient-clinician conversations into structured clinical notes for health systems and clinicians. It competes for the same 'AI-generated documentation' budget as Wellistic, though it focuses on ambient conversation capture versus Wellistic's typed-summary workflow.
• Nookal: Nookal is a clinic-management platform for allied health (physio, chiro, osteopathy, psychology) including case notes, appointment booking, and billing across Australia and other markets. It serves the same wellness-vertical practitioner segment with similar clinical-documentation features.
• Cliniko: Cliniko is practice-management software for allied health and wellness clinics (physio, chiro, massage, osteopathy) including treatment notes, appointments, and billing. It targets the same wellness verticals as Wellistic and bundles documentation into a broader workflow platform.
• Notable: Notable is an AI medical scribe and automation platform that generates clinical documentation and integrates with major EHRs. It targets the same AI-documentation category as Wellistic but at health-system and large-practice scale.
• Suki: Suki is an AI clinical assistant that drafts notes, ICD/CPT codes, and answers clinical queries for physicians and allied health practitioners. It overlaps with Wellistic on AI-powered documentation but operates at enterprise health-system scale rather than a solo-practitioner SaaS.
• Power Diary: Power Diary is practice-management software for allied health and wellness professionals across multiple countries, featuring clinical notes, treatment plans, scheduling, and SMS reminders. It competes with Wellistic for wellness practitioners seeking integrated workflow tools.
• TherapyNotes: TherapyNotes is an EHR/practice-management system for behavioral health professionals focused on progress notes (including SOAP, DAP, BIRP variants), scheduling, and billing. It directly competes with Wellistic for the counseling/mental health subset of Wellistic's target audience.
• Jane App: Jane is a clinic management platform widely used by wellness practitioners (massage, chiro, acupuncture, naturopathy) that includes charting, scheduling, billing, and increasingly AI-assisted notes. It is the dominant integrated suite in Wellistic's exact target verticals and could absorb Wellistic's standalone note-generation workflow.
• Freed: Freed is an AI scribe that generates SOAP and other clinical notes from short session summaries for clinicians. It is the most directly comparable product to Wellistic on core AI documentation functionality and target user (individual practitioners), differing mainly in broader clinician targeting versus Wellistic's wellness-vertical specialization.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/wellistic
• Facebookfacebook.com/wellistic
• LinkedInlinkedin.com/company/wellistic

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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 Wellistic