CareTree

What CareTree does

CareTree is a SaaS-based care management and coordination platform founded in 2012 by Carl Hirschman and headquartered in Chicago, Illinois. The platform centralizes care information across patients, family caregivers, care managers, and healthcare providers, offering a unified hub for medical records, medication reconciliation, appointment calendars, care team communication, and document storage. Core technical capabilities include 1-click access to any provider's patient portal nationwide, HIPAA-compliant role-based security, EMR integration, and QuickBooks integration for care-manager billing workflows. The product has been modularized into four components: the core CareTree Platform, the Care Manager Module (with case notes and billing export), the Family Portal, and the Care Assessment lead-generation tool.

CareTree operates a dual-tier subscription model with a Families plan and a Professionals plan, both billed monthly, plus ancillary training services. The go-to-market combines self-serve family onboarding with a 'Request a Demo' sales motion for healthcare professionals and care managers. Customer segmentation is horizontal, addressing family caregivers, solo and institutional care managers, healthcare providers, and senior care businesses as distinct segments. The company maintains earned media in AARP, Leading Age, and Aging Care, and operates with a lean team of 1-10 employees, with no disclosed institutional funding beyond a 2013 Tigerlabs accelerator participation.

The business operates as a bootstrapped micro-SaaS with no disclosed revenue, no active venture capital, and no public marketing of AI/ML capabilities. Compliance posture includes full HIPAA and HITECH alignment with Business Associate Agreements and Hybrid Entity designation, treating care-coordination data with healthcare-grade security controls.

Name

CareTree

Legal name

CareTree, Inc.

Website

https://caretree.me

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

CareTree is a HIPAA-compliant SaaS care management platform founded in 2012 that centralizes medical records, medications, calendars, and team communication for family caregivers, care managers, and healthcare providers across the US care continuum.

Ownership category

akta.pro rank

Product category

Healthcare Care Management Software

NAICS

Services for the Elderly and Persons with Disabilities (624120), Other Individual and Family Services (624190)

SIC

Services-Health Services (8000)

akta.pro primary industry

Care Management & Coordination Platforms (case/disease management workflows) (HLACAHAD)

akta.pro secondary industries

Family/Caregiver Engagement & Proxy Access Management (HLACAEAL), Care Navigation, Referral & Care Coordination Engagement (HLACAEAD)

Keywords

• Care coordination software
• Patient advocate platform
• Family caregiver tools
• Care management software
• Healthcare communication platform

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

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

Revenue model

1. SaaS Subscription Services: CareTree provides software as a service solution for care coordination and management. Clients pay fees for access to the SaaS Services as described in Statements of Work.
2. Professional User Membership Fees: Professional users (care managers, healthcare providers) pay membership fees for access to professional features beyond family tier.
3. Training Services: Additional phone and/or email training services provided at CareTree's then-current rates during regular business hours.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

CareTree provides a HIPAA-compliant SaaS care management and patient advocate platform that connects patients, caregivers, and healthcare providers to coordinate care. The platform centralizes medical records from any provider's EMR, reconciles medications, manages a shared care calendar, stores documents and photos, and sends automatic text/email updates to the entire care team with role-based access. It serves both family caregivers directly and professional care managers, hospitals, and home care providers through tiered subscription offerings.

Product overview

CareTree is a unified SaaS care management platform providing smart care coordination software for healthcare providers and families. The core CareTree Platform serves as the foundation, with specialized modules including the Care Manager Module for professional care managers (offering case notes, document storage, medication reconciliation, and QuickBooks export), the Family Portal for family caregiver access to records and billing, the Care Assessment for professional lead generation, and the Communication & Coordination Module for EMR integration and care team messaging. All components share a common data layer enabling automatic updates, shared calendars, and role-based access across the care team.

Differentiator

Problem solved

Functional benefit

Products and services

• CareTree Platform SaaS care management and patient advocate platform that connects patients, caregivers, and healthcare providers to coordinate and communicate about care. Provides secure storage of health records, care team coordination, automatic notifications, and calendar management.
• Care Manager Module Complete care management and communication software for solo practitioner care managers or those working with larger teams, hospitals, or insurers. Includes case note tracking with phone dictation, document storage, medication reconciliation, QuickBooks integration, and automatic family notifications.
• Family Portal Online hub for family members to access patient records, communicate with care teams, view appointments across all providers, and pay bills. Connects to EMR to centralize medical records from multiple doctors and hospitals.
• Care Assessment Lead generation tool for healthcare professionals. Embeddable assessment that guides families through their caregiving needs, builds a branded caregiving profile, and provides critical insights on medical conditions, living situation, and daily challenges to qualify leads.
• Communication & Coordination Module Communication and coordination tool that connects to EMR/scheduling software, enabling providers to communicate with the entire care team including caregivers and doctors. Includes automatic updates to family, shared calendars, and 2-way communication feed.

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature12 records

Partnerships

One partnership is on record.

• QuickBooks (Intuit)coreTechnology or IntegrationCareTree integrates with QuickBooks, allowing care managers to export billable time tracked in case notes straight to QuickBooks. The integration can automatically create clients and caregivers in QuickBooks, eliminating double data entry.

Scale indicators3 records

Recent moves4 records

Expansion highlights5 records

Direct peers

• CellTrak: CellTrak provides mobile care delivery management solutions for home and community-based services, including visit verification, scheduling, and care plan access. It is a direct peer to CareTree in care worker-facing care coordination software.
• AlayaCare: AlayaCare is a cloud-based home and community care management platform offering scheduling, clinical documentation, billing, and family portals. It is a direct peer to CareTree's Care Manager Module and Family Portal in the care management SaaS category.
• AxisCare: AxisCare offers home care management software for agencies with scheduling, billing, and family engagement features. It is a direct peer to CareTree's Care Manager Module, particularly for solo and small-team care management practices.
• HHAeXchange: HHAeXchange provides a home care management platform connecting payers, providers, and patients with EVV, scheduling, and billing. It is a direct peer to CareTree in the care coordination and case management workflow category, though typically serving larger agency customers.

Broad incumbents

• ClearCare (WellSky Personal Care): ClearCare, now WellSky Personal Care, is a leading home care software platform for personal care agencies. It overlaps with CareTree's care manager and family engagement functionality but targets agency-scale deployments rather than solo practitioners.
• WellSky: WellSky is a large, established healthcare and human services technology platform with deep care coordination, home health, and post-acute offerings. It competes with CareTree across care manager and provider segments but as part of a much broader portfolio spanning hospitals, blood banks, and human services.
• CareCentrix: CareCentrix manages post-acute and home-based care coordination on behalf of health plans, similar to the care transition and family communication capabilities CareTree offers to providers. It is a broad incumbent in the same care coordination space with a payer-centric model.

Emerging players

• CareAcademy: CareAcademy provides online caregiver training and workforce enablement for home care agencies and families. While it focuses on training rather than coordination, it addresses the same family caregiver and care manager audience as CareTree and is often considered alongside it by buyers.
• Honor Technology: Honor is a home care platform combining technology with care professional networks, offering care coordination, family engagement, and caregiver matching. It overlaps with CareTree's family portal and care coordination value proposition but is more vertically integrated.
• Constant Companion: Constant Companion offers senior engagement and caregiver communication technology, overlapping with CareTree's family engagement and care team coordination features. It is an emerging player focused specifically on aging-in-place and family caregiver use cases.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/CareTreeMe
• LinkedInlinkedin.com/company/caretree

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 CareTree