Ortho2

What Ortho2 does

Ortho2, LLC is a private U.S. software company founded in 1982 and headquartered in Ames, Iowa, that builds orthodontic practice management software. Since 2018 it has operated as a subsidiary of Henry Schein, Inc., the world's largest distributor of healthcare products to office-based dental and medical practitioners. Ortho2's flagship product is Edge Cloud, an all-in-one cloud-based SaaS platform that consolidates scheduling, billing, imaging, patient communication, workflows, and real-time analytics into a single integrated system, supplemented by add-on modules (Edge Imaging, Edge Animations, Edge Reminders, inVisit virtual consults) and a legacy ViewPoint-to-Edge Cloud migration service. The platform serves approximately 25,000 users across 3,000 practice locations in 10 countries.

The company targets four primary customer segments: orthodontic startups and new graduates, established single-location practices, multi-location practices, and — most strategically — Orthodontic Service Organizations (OSOs) and Dental Support Organizations (DSOs). The OSO segment is the explicit strategic priority and was reinforced by an exclusive 2026 partnership with Phase 1 Equity; flagship customers include Corus Orthodontics, BOND Orthodontic Partners, and Canadian Orthodontic Partners. Go-to-market is sales-led through territory-assigned Regional Managers providing personalized demos and customized quotes, supported by an annual Power Up user conference, a twice-monthly Cutting Edge webinar series, and a Lunch & Learn program.

Ortho2 generates revenue through a SaaS subscription model based on license count and feature set, with Edge Cloud base pricing starting at $384 per month and all hosting, support, and training bundled into the monthly fee. Pricing scales with practice size, additional modules, and onboarding needs, with a one-time onboarding and data conversion fee. The company has 101–250 employees and is recognized as a 40+ year incumbent in orthodontic software, supported by HIPAA-compliant cloud hosting, 20+ third-party integrations spanning imaging, payments, communications, clear-aligner vendors, and analytics, and a 'ViewPoint to Edge Cloud' migration service for legacy users.

Name

Ortho2

Legal name

Ortho2, LLC

Website

https://ortho2.com

Company type

Private

Founded year

1982

Operating status

Operating

Headcount range

101–250 employees

Short description

Ortho2, a Henry Schein subsidiary founded in 1982, provides cloud-based Edge Cloud practice management software and add-on modules (imaging, virtual consults, patient communication) to orthodontic practices, multi-location groups, and OSOs across 10 countries, serving 25,000+ users at 3,000 locations on a per-license SaaS subscription model.

Ownership category

akta.pro rank

Product category

Orthodontic Practice Management Software

NAICS

Software Publishers (5132), Offices of Dentists (6212)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Clear Aligner Orthodontics (HLABABAD)

Keywords

• Orthodontic practice management
• Cloud-based dental software
• Patient communication software
• Dental imaging software
• Practice management SaaS

Headquarters

HQ city

Ames

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. SaaS Subscription: Monthly subscription-based SaaS product with fees based on number of licenses and feature sets. Includes all support and training covered by monthly subscription fee.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels8 records

Core offering

Ortho2 develops and sells Edge Cloud, a cloud-based orthodontic practice management SaaS platform that integrates scheduling, billing, imaging, patient communication, virtual consultations, and analytics for orthodontic practices of all sizes. The offering is sold via monthly subscriptions with add-on modules (Edge Imaging, Edge Animations, Edge Reminders, inVisit) and includes bundled onboarding, data conversion, training, and support.

Product overview

Ortho2 is an orthodontic software company offering a platform-plus-modules architecture built around its flagship Edge Cloud SaaS practice management system. The portfolio includes Edge Cloud as the core platform, supplemented by specialized modules: Edge Imaging (advanced imaging and cephalometric tracing), Edge Animations (patient education videos), Edge Reminders (automated communications), and inVisit (virtual consults). The company also provides migration services for transitioning from its legacy ViewPoint product. The all-in-one solution serves practices of all sizes with subscription-based pricing starting at $384/month.

Differentiator

Problem solved

Functional benefit

Brands

• Edge Cloud: Cloud-based orthodontic practice management system with scheduling, billing, imaging, patient communication, and analytics
• Edge Animations
• Edge Imaging
• inVisit
• ViewPoint

Products and services

• Edge Cloud Cloud-based orthodontic practice management system that centralizes scheduling, billing, imaging, patient communication, and analytics into one secure online platform for orthodontic practices.
• Edge Imaging Advanced imaging module with clear editing, unlimited 3D/2D storage, photo layout customization, ceph tracing, and timepoint morphing capabilities for orthodontic case planning and presentation.
• Edge Animations Patient education videos with customizable annotations and audio controls, featuring drag-and-drop functionality for improved treatment compliance.
• inVisit Virtual consult and examination platform that enables orthodontic practices to conduct remote patient visits and monitor ongoing treatment and retention with custom templates.
• ViewPoint to Edge Cloud conversion service Migration and conversion service that helps existing ViewPoint customers transition to the Edge Cloud platform, including data conversion and onboarding.
• Edge Reminders Automated patient communication system providing phone, text, and email appointment reminders with two-way texting and patient response sync capabilities.

Quantifiable outcome

• 35-44% lower hardware costs for typical Edge Cloud practice
• +1 more outcomes

Named customers7 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration23 records

Feature16 records

Partnerships

Two partnerships are on record, tiered core.

• Phase 1 EquitycoreStrategic or Co-development Partner · 1 June 2026Ortho2 finalized an agreement with Phase 1 Equity to serve as the orthodontic service organization's exclusive practice management software provider, supplying its Edge Cloud platform across Phase 1 Equity's network of practices. The partnership follows several years of heavy investment by Ortho2 in enterprise-level technology to accommodate growth in the OSO market.
• Henry ScheincoreStrategic or Co-development PartnerIn 2018, Ortho2 announced a partnership with Henry Schein, the world's largest provider of health care products and services to office-based dental and medical practitioners. Through this partnership and evolving technology, Ortho2 develops advanced practice management software.

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Dentrix (Henry Schein): Dentrix is the leading on-premise dental practice management software owned by Henry Schein, Ortho2's parent company. While broader (general dentistry vs. orthodontic focus), it is the strategic incumbent within Henry Schein's portfolio and a reference point for Ortho2's market positioning.
• Carestream Dental (CS Softdent / PracticeWorks): Carestream Dental offers practice management and imaging solutions for dental and orthodontic practices, serving as a broad incumbent in the imaging-PMS overlap. Its orthodontic workflows overlap with Ortho2's Edge Cloud and Edge Imaging offerings.
• Eaglesoft (Patterson Companies): Eaglesoft is Patterson Companies' dental practice management software, widely deployed across general dental practices. It is an incumbent competitor in the broader practice management market that occasionally overlaps with orthodontic practices seeking a generalist PMS.

Direct peers

• Curve Dental: Curve Dental is a cloud-based practice management software provider for dental and orthodontic practices. It competes head-to-head with Ortho2's Edge Cloud in the cloud PMS category, offering similar subscription-based, multi-location functionality with web-based access.
• Planet DDS: Planet DDS provides Denticon, a cloud-based dental practice management system widely adopted by DSOs and multi-location practices. It overlaps with Ortho2 in serving orthodontic groups and enterprise dental organizations, often in direct competitive bids.
• Dolphin Imaging & Management Solutions: Dolphin Imaging provides imaging, practice management, and case presentation software specifically designed for orthodontics. It competes directly with Ortho2's Edge Cloud and Edge Imaging modules and is also listed as an integration partner — making it both competitor and ecosystem participant.
• tab32: tab32 is a cloud dental practice management platform serving dental and orthodontic practices with EHR, imaging, billing, and patient communication. It directly competes with Ortho2 in the cloud PMS category, particularly for multi-location and DSO customers.

Emerging players

• Open Dental Software: Open Dental is an open-source dental practice management software with a lower price point and active developer community. It competes with Ortho2 for cost-sensitive orthodontic startups and smaller practices willing to manage their own IT.
• Weave Communications: Weave is a patient communication and practice engagement platform that integrates with orthodontic and dental PMS systems, including Ortho2. While not a direct PMS, it competes for the patient communication and front-office software budget that Ortho2's Edge Cloud addresses natively.
• Solutionreach (and Lighthouse 360): Solutionreach provides patient engagement, communication, and recall software for dental and orthodontic practices. It competes with Edge Reminders and Edge Cloud patient communication features as an adjacent platform often layered on top of a separate PMS.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance1 record

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 Ortho2