Charm Economics

What Charm Economics does

Charm Economics, LLC is a privately-held boutique healthcare economics and analytics firm founded in 2018 by Harvard-trained health economist Adam E. Block, PhD, and headquartered in New York City under a fully remote operating model with approximately 11 team members. The firm delivers professional consulting services across six practice areas: return-on-investment modeling, research publications and white papers, budget impact scoring, commercial claims analysis, economic impact analysis, and expert witness and litigation support. Its customers span healthcare innovation companies, government and policymakers, health plans and providers, and health tech startups, with named engagements including Cubby Beds, the Peterson Health Technology Institute, the Dental Trade Alliance, the ERISA Industry Committee, Centivo, and Boston Children's Hospital.

Complementing its consulting practice, Charm Economics has built a portfolio of four proprietary software tools — the Medicare Stars Tool (Medicare Advantage star-rating impact analysis), the Dental Mapping Tool (national registered-dentist visualization), the Rapid AST ROI Tool (hospital-specific antimicrobial susceptibility testing ROI), and the HAI Calculator (healthcare-associated infection cost-savings modeling). Revenue is generated through two streams: professional services engagements priced on a quote basis, and subscription/recurring software licensing. Distribution is consultative and sales-led, with direct enterprise outreach supported by thought-leadership content distributed via LinkedIn, Twitter/X, peer-reviewed journals, white papers, case studies, and the Backtable podcast.

The firm is bootstrapped, with no disclosed external venture or institutional funding rounds, and operates as a single LLC entity under U.S. jurisdiction. It has been recognized by Life Sciences Review as a Top HEOR (Health Economics and Outcomes Research) Provider for 2024 and maintains a strategic partnership with the Peterson Health Technology Institute for evaluations of virtual care solutions.

Name

Charm Economics

Legal name

Charm Economics, LLC

Website

https://charmeconomics.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Charm Economics is a boutique healthcare economics and analytics firm that provides ROI modeling, budget impact analysis, claims analytics, and litigation support to health plans, providers, policymakers, and health innovation companies, supplemented by four proprietary software tools.

Ownership category

akta.pro rank

Product category

Healthcare Economics Consulting

NAICS

Management, Scientific, and Technical Consulting Services (5416), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742), Services-Health Services (8000)

akta.pro primary industry

Employee Benefits Brokerage & Consulting (FSAEADAC)

Keywords

• Health economics consulting
• Healthcare analytics
• ROI modeling
• Health policy research
• Medical claims analysis

Headquarters

HQ city

New City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Health Economics Consulting Services: Professional consulting engagements providing economic impact modeling, policy analysis, ROI analysis, and research publications. Includes expert witness and litigation support services for legal proceedings.
2. Software Tools and Analytics Platforms: SaaS-style software tools for healthcare analytics including Medicare Stars Tool, Dental Mapping Tool, Rapid AST ROI Tool, and HAI Calculator offered to healthcare organizations and technology companies.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

Charm Economics is a boutique healthcare economics consulting firm that delivers evidence-based economic research, ROI modeling, budget impact analysis, commercial claims analysis, and expert witness services to healthcare innovators, payers, providers, and policymakers. In addition to consulting engagements, the firm sells proprietary software tools (Medicare Stars Tool, Dental Mapping Tool, Rapid AST ROI Tool, HAI Calculator) that quantify the financial value of healthcare interventions.

Product overview

Charm Economics is a boutique healthcare analytics and economics research firm that offers a portfolio of consulting services and proprietary software tools. The consulting services include Return on Investment Modeling, Research Publications, Budget Impact Scoring, Commercial Claims Analysis, Economic Impact Analysis, and Expert Witness and Litigation Support. The software product suite includes the Medicare Stars Tool (for Medicare Advantage star ratings analysis), Dental Mapping Tool (for visualizing dental provider distribution), Rapid AST ROI Tool (for modeling hospital-specific ROI of rapid antimicrobial susceptibility testing), and HAI Calculator (for projecting cost savings from infection reduction interventions).

Differentiator

Problem solved

Functional benefit

Products and services

• Return on Investment Modeling

Quantifiable outcome

• Precise cost savings estimates and high-impact research insights developed for clients

Named customers6 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• Peterson Health Technology InstitutecoreStrategic or Co-development Partner · 1 June 2025Charm Economics partnered with the Peterson Health Technology Institute to conduct evaluations of virtual healthcare solutions including depression and anxiety management, musculoskeletal care, and digital diabetes management tools. These evaluations assess the clinical and economic value of digital health technologies.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Market position

Strengths4 records

Competitive moat4 records

Key risks4 records

Key highlights7 records

Customer concentration

• Xtwitter.com/AdamBHealthEcon?s=20
• LinkedInlinkedin.com/company/charm-economics

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds1 record

Investors1 record

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 Charm Economics