ATI Advisory

What ATI Advisory does

ATI Advisory is a privately held, Washington, DC-based healthcare research and advisory firm founded in 2014 by Anne Tumlinson. The firm advises public and private sector healthcare leaders on Medicare, Medicaid, complex care populations, value-based payment models, and long-term services and supports, with explicit client segments spanning Medicare Advantage Organizations, Medicaid Managed Care Plans, Health Systems, Healthcare Investors, Policy Leaders, PACE Organizations, and State/County Government Agencies. Its revenue derives from professional services engagements — strategic advisory, policy analysis, program design, market assessment, and implementation support — delivered primarily through senior advisor-led direct relationships.

The firm complements advisory services with a portfolio of publicly available data products and resource centers, including the Chronic Condition Special Needs Plans (C-SNP) Dashboard, State Data Dashboard, Dual Eligible Enrollment Dashboard, LTSS Users Dashboard, and TEAM Model Resource Center. These tools package proprietary analysis of CMS data into shareable assets that drive top-of-funnel demand and reinforce the firm's positioning as an independent authority on dual-eligible policy and MA supplemental benefits. ATI does not sell proprietary software; its underlying technology stack is analytical and IP-led rather than product-led.

ATI's go-to-market is B2B sales-led, built on thought leadership (insights reports, webinars, op-eds in Health Affairs and U.S. News, conference participation) and direct engagement by senior advisors with enterprise healthcare buyers. The firm's competitive position rests on the depth of its talent bench — including alumni from CMS, OMB, state Medicaid agencies, Avalere, UnitedHealthcare, CVS Health, AWS, and congressional staff — and on its recurring research partnerships with trade associations (Better Medicare Alliance, AHCA/NCAL, ASHA), actuarial firms (Milliman), and state agencies (California Departments of Aging and Health Care Services). The firm is founder-led, with no disclosed external funding or institutional ownership.

Name

ATI Advisory

Legal name

ATI Advisory

Website

https://atiadvisory.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

ATI Advisory is a Washington, DC-based healthcare research and advisory firm serving Medicare Advantage Organizations, Medicaid MCOs, health systems, state agencies, investors, and PACE organizations with policy analysis, program design, and proprietary data dashboards.

Ownership category

akta.pro rank

Headquarters

HQ city

Washington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Advisory and Consulting Services: ATI Advisory generates revenue through providing strategic advisory services to healthcare organizations including health plans, health systems, government agencies, and investors. Services include policy analysis, program design, market assessment, business strategy, and implementation support. The firm serves clients across the healthcare ecosystem with expertise in Medicare Advantage, Medicaid, long-term care, and value-based care payment models.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

ATI Advisory is a healthcare research and advisory firm that provides strategic consulting, policy analysis, and data analytics to healthcare organizations. The firm advises Medicare Advantage Organizations, Medicaid Managed Care plans, health systems, PACE organizations, state and federal government agencies, and investors on payment model design, value-based care strategy, and care transformation for complex populations such as dual eligibles and long-term care residents. ATI supplements its advisory services with publicly available data dashboards and resource centers covering topics like Chronic Condition Special Needs Plans, dual eligible enrollment, LTSS users, and the CMS Transforming Episode Accountability Model (TEAM).

Product overview

ATI Advisory is a healthcare research and advisory services firm that provides strategic consulting, policy analysis, and data analytics to healthcare organizations. The firm does not offer a unified software product but rather delivers advisory services across Medicare Advantage, Medicaid, health systems, and aging services. Their offerings include specialized dashboards (C-SNP Dashboard, Dual Eligible Enrollment Dashboard, LTSS Users Dashboard, State Data Dashboard) for data exploration, resource centers (TEAM Model Resource Center), and expert advisory services. The dashboards allow users to explore population composition, risk, and care experience by state and plan type.

Differentiator

Problem solved

Functional benefit

Products and services

• Chronic Condition Special Needs Plans (C-SNP) Dashboard A publicly available dashboard providing data-driven insights on Chronic Condition Special Needs Plans and enrolled populations, based on analysis of 2023 Medicare Advantage encounter data. Users can explore population composition, risk, and medical and long-term care experience by state and plan type. Targeted at health plans, policymakers, and researchers analyzing the C-SNP market.
• State Data Dashboard A state resource center providing tip sheets and data resources informed by ATI's work with states, including dual eligible enrollment data, LTSS users by state and county, and near dual eligible data. Targeted at state Medicaid agencies, policymakers, and researchers.
• Dual Eligible Enrollment Dashboard Dashboard showing dual eligible enrollment across Medicare Advantage, ACOs, and Traditional Medicare FFS, designed to help plans and policymakers understand program participation among dually eligible populations.
• LTSS Users Dashboard Dashboard providing Long-Term Services and Supports (LTSS) users data by state, county, and setting, supporting analysis of long-term care populations for states, plans, and providers.
• TEAM Model Resource Center A resource center providing tools and resources to help hospitals understand reimbursement and spending trends under the CMS Transforming Episode Accountability Model (TEAM), including a playbook for success, spending data by TEAM census region, and webinars. Targeted at hospital finance, strategy, and policy leaders.
• Strategic Advisory Services for Medicare Advantage Organizations Custom advisory engagements supporting Medicare Advantage Organizations with growth and market strategy, product and care model design, performance diagnostics, strategic policy and market intelligence, and Special Needs Plan (SNP) strategy. Targeted at health plan leadership including national, regional, and provider-led MA plans.
• Strategic Advisory Services for Medicaid Managed Care Organizations Custom advisory engagements supporting Medicaid Managed Care Organizations with market entry strategy, procurement support, product design, network strategy, and care delivery optimization amid changing state priorities. Targeted at health plan leadership serving Medicaid beneficiaries.
• Strategic Advisory Services for Health Systems and Hospitals Advisory engagements supporting hospital systems and healthcare delivery organizations with value-based care strategy, episodic payment model readiness such as the CMS TEAM model, ACO support, provider-led MA/SNP development, and post-acute network optimization. Targeted at health system executives and strategy leaders.
• Strategic Advisory Services for Healthcare Investors Due diligence, market assessment, investment analysis, and portfolio company support for private equity firms, venture capital firms, and healthcare investors evaluating opportunities in healthcare services, post-acute care, senior living, and health technology sectors.
• Strategic Advisory Services for PACE Organizations PACE feasibility assessment, procurement support, program design, operational readiness, and enrollment growth support for organizations operating or considering the Program of All-Inclusive Care for the Elderly (PACE), a capitated program for frail older adults.
• Strategic Advisory Services for State and Government Agencies Policy analysis, program design, data analytics, evaluation, and AI governance support for state Medicaid agencies, county health departments, and other government bodies advancing health and human services policies, including Medicaid waiver design, managed care strategy, Medicare-Medicaid integration, and value-based care implementation.

Segments7 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered notable and core.

• Better Medicare AlliancenotableStrategic or Co-development PartnerBetter Medicare Alliance commissioned ATI Advisory to conduct research comparing Medicare Advantage enrollee out-of-pocket costs versus traditional Medicare beneficiaries. ATI produced independent analysis showing MA enrollees spent $2,824 less (36%) out-of-pocket on average in 2023.
• MillimannotableStrategic or Co-development PartnerMilliman conducted actuarial analysis for the Medicare Advancing Home and Community Care (MAHCC) model designed by ATI Advisory. Milliman's modeling projects approximately $528 million in net Medicare savings over 10 years from MAHCC enrollment among California's Overlooked Middle population.
• American Health Care Association (AHCA) and National Center for Assisted Living (NCAL)notableStrategic or Co-development PartnerAHCA and NCAL funded ATI Advisory research examining I-SNP enrollment and outcomes for long-term care residents. The study analyzed CMS data to find I-SNP enrollment was associated with better outcomes across seven of nine measures.
• American Seniors Housing Association (ASHA)notableStrategic or Co-development PartnerASHA collaborated with ATI Advisory to develop the 'Home Care Today' publication helping older adults compare senior living and home care options. ATI contributed analytical expertise to examine cost comparisons between care settings.
• California Departments of Aging and Health Care ServicescoreStrategic or Co-development PartnerCalifornia state agencies provided input on the Medicare Advancing Home and Community Care (MAHCC) model developed by ATI Advisory as part of California's Master Plan for Aging. The initiative targets beneficiaries with significant functional needs who fall in California's 'Overlooked Middle.'

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Avalere Health: Health policy advisory and consulting firm serving payers, providers, and life sciences across Medicare, Medicaid, and value-based care. Direct competitor in MA strategy, dual eligible policy, and health system advisory; multiple ATI senior advisors (e.g., Anne Tumlinson, Teresa Breen, Brian Fuller, Kevin Dietz) previously worked at Avalere.
• Manatt Health: Health policy and strategy consulting practice advising health plans, providers, states, and investors on Medicaid, Medicare, and integrated care. Directly competes with ATI on payer strategy, state Medicaid agency work, and value-based care advisory.
• Health Management Associates (HMA): Healthcare consulting firm specializing in Medicaid, behavioral health, justice-involved populations, and state health policy. Comparable to ATI in serving Medicaid MCOs, state agencies, and providers navigating waiver and value-based care design.
• The Lewin Group: Healthcare policy research and consulting firm (now part of Optum) with deep Medicare/Medicaid expertise. Directly comparable to ATI in payer strategy, Medicaid policy, and managed care advisory; Allison Rizer and Jaycee Jones previously worked at Lewin.
• Mathematica: Federal health policy research and evaluation firm serving CMS, state Medicaid agencies, and foundations. Comparable to ATI on Medicaid research, evaluation, and policy analysis; multiple ATI directors (Noelle Denny-Brown, Katya Seligman, Bess Fleischman) previously worked at Mathematica.
• Gist Healthcare: Healthcare strategic consulting firm advising health systems, post-acute providers, and payers. Teresa Breen previously served as SVP at Gist, and ATI competes directly with Gist in post-acute and value-based care advisory.
• Advisory Board (Optum): Healthcare strategy research and consulting firm (part of Optum) advising health system executives. Comparable to ATI in provider strategy and care transformation advisory; Teresa Breen previously served as Managing Director at Advisory Board.
• RTI International: Nonprofit research institute with a large health policy division serving federal agencies, states, and foundations. Comparable to ATI on Medicaid research, mixed-methods evaluation, and federal health policy analysis; Cleanthe Kordomenos and Rachael Lee previously worked at RTI.
• Abt Global: Federal research and consulting firm with significant health policy, survey, and evaluation practice. Comparable to ATI in federal health services research, evaluation design, and large-scale claims analysis; Robin Bloodworth previously worked at Abt.
• Kaufman Hall: Healthcare management consulting and software firm advising hospitals and health systems on strategy, financial planning, and value-based care. Comparable to ATI in provider strategy, M&A advisory, and care transformation work; Teresa Breen previously served as Managing Director at Kaufman Hall.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

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Revenue estimate

Valuation estimate

Number of profiles

Profiles20 records

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 ATI Advisory