Tri-Valley Medical Group
Tri-Valley Medical Group is a Southern California multi-site physician practice founded in 2002 providing adult primary care, senior care, allergy care, hospitalist services, and telemedicine across five offices, serving Medicare, HMO, and PPO patients under risk-based contracts.
- Company typePrivate
- Founded2002
- HeadquartersMurrieta, United States
- Headcount1,001–5,000
- GTM typeB2C
- OfferingServices
What Tri-Valley Medical Group does
Tri-Valley Medical Group is a multi-location physician practice founded in 2002 and headquartered in Murrieta, California, delivering adult primary care, wellness and senior care, allergy and immunology care, hospital care, and urgent and after-hours care across five outpatient offices in Murrieta (two locations), Sun City/Menifee, Temecula, and Hemet. The practice is staffed by board-certified physicians participating in Maintenance of Certification programs, advanced practice providers (PAs, NPs), and a dedicated Tri-Valley Hospitalist Physicians team that manages inpatient care, with hospital services delivered in affiliation with Loma Linda University Medical Center – Murrieta. The clinical model emphasizes population health management and risk-based contracts, complemented by an integrated specialty referral network of more than 30 contracted partners spanning cardiology, gastroenterology, orthopedics, dermatology, neurology, and other disciplines.
The underlying technology platform is athenahealth's electronic health record system, which enables cross-site access to patient records, insurance eligibility verification, and billing through the QuickPay Portal. Patient-facing capabilities include the athenaPatient web portal for records access, appointment requests, prescription requests, and bill payment, as well as HIPAA-compliant telemedicine video visits accessible via smartphone, tablet, or computer. The practice maintains HIPAA compliance, conforms with the federal No Surprises Act, and adheres to WCAG 2.0 accessibility guidelines; it has received America's Physician Groups Standards of Excellence Award at 5 of 5 stars for three consecutive years.
Tri-Valley generates revenue primarily through insurance billing across HMO, PPO, Medicare, and Medicare Advantage plans, supported by risk-sharing arrangements that align with its population health management orientation. Go-to-market is referral-driven: physician-to-physician referrals within the network and in-network insurance participation (Anthem Blue Cross, Blue Shield, Cigna, HealthNet, United Healthcare, and six Medicare Advantage plans including SCAN, Alignment, Anthem, Aetna, Champion, and Humana) drive patient acquisition. The company is privately held; in February 2023 it received a private equity investment from healthcare-focused Webster Equity Partners, with Ziegler serving as exclusive financial advisor. Terms of the investment were not disclosed.
Tri-Valley Medical Group firmographics
Firmographics- Name
- Tri-Valley Medical Group
- Legal name
- Tri-Valley Medical Group
- Website
- https://trivalleymedicalgroup.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Short description
- Tri-Valley Medical Group is a Southern California multi-site physician practice founded in 2002 providing adult primary care, senior care, allergy care, hospitalist services, and telemedicine across five offices, serving Medicare, HMO, and PPO patients under risk-based contracts.
- Ownership category
- akta.pro rank
Tri-Valley Medical Group industry classification
Industry- Product category
- Primary Care Physician Services
- NAICS
- Ambulatory Health Care Services (621), Other Outpatient Care Centers (62149)
- SIC
- Services-Offices & Clinics Of Doctors Of Medicine (8011), Services-Specialty Outpatient Facilities, Nec (8093)
- akta.pro primary industry
- Care Coordination & Navigation (Multi-Provider) (HLADALAB)
- akta.pro secondary industries
- Post-Acute & Transitional Care Virtual Platforms (SNF/home health coordination) (HLALABAG), Virtual Urgent Care & Triage Platforms (HLALABAB)
Keywords
Where Tri-Valley Medical Group is headquartered
LocationHeadquarters
- HQ city
- Murrieta
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
Tri-Valley Medical Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Insurance Billing and Risk-Based Contracts: Tri-Valley Medical Group generates revenue through insurance billing (HMO, PPO, Medicare Advantage plans) and risk-based contracts. The practice accepts most major insurance plans and bills insurance on behalf of patients. Revenue is derived from patient visits, procedures, and population health management services under risk-sharing arrangements.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels3 records
Tri-Valley Medical Group product offering
Product offeringCore offering
Tri-Valley Medical Group operates a multi-location physician practice providing adult primary care, wellness and senior care, allergy and immunology care, hospitalist services, and urgent/after-hours care across Southern California. The practice delivers integrated clinical services under risk-based contracts, supported by an athenahealth-powered patient portal and a telemedicine video visit platform, with coordinated referrals to a network of specialty providers.
Product overview
Tri-Valley Medical Group is a multi-location physician practice providing adult primary care and population health management services in Southern California since 2002. The practice operates a unified service model across five outpatient offices (Murrieta, Temecula, Hemet, Sun City/Menifee) and provides hospitalist services. The core offering consists of adult primary care augmented by specialty services including allergy/immunology, wellness/senior care, and urgent/after-hours care. Supporting services include a telemedicine video visit platform, an athenahealth-powered patient portal for online access to health records and bill payment, Medicare plan comparison services, insurance/billing support, and authorizations/referrals coordination. The practice also maintains a network of 30+ specialty referral partners. The company focuses on risk-based contracts and integrated clinical services, with an acute care hospitalist team and outpatient home health care programs supporting the primary care model.
Differentiator
Problem solved
Functional benefit
Products and services
- Adult Primary Care Primary care services for adults delivered by board-certified physicians and advanced practice providers, focusing on chronic disease management, preventive care, and acute illness treatment.
- Telemedicine Video Visits Virtual video consultation service allowing patients to connect with healthcare providers via smartphone, tablet, laptop, or computer to receive diagnoses, treatment options, and prescriptions remotely.
- Wellness Care & Senior Care Preventive health services and wellness programs designed for senior patients, including health assessments, preventive screenings, and lifestyle guidance.
- Allergy & Immunology Care Specialized allergy and immunology services including diagnosis, treatment, and management of allergic conditions, delivered by board-certified allergist Dr. Heather Pleskow-Weisman.
- Hospital Care Inpatient hospital care services provided by Tri-Valley Hospitalist Physicians who manage patients during hospital admissions, coordinating with primary care physicians.
- Urgent & After Hours Care Immediate medical attention for non-life-threatening conditions available through partner urgent care centers, with access to on-call providers outside regular business hours.
- Medicare Plan Comparison Services Assistance service helping Medicare beneficiaries compare and select appropriate Medicare Advantage, Part D, and supplement plans, including connections to licensed insurance agents.
Quantifiable outcome
- Standards of Excellence Award - 5 of 5 stars for three consecutive years from America's Physician Groups
Companies that use Tri-Valley Medical Group
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles1 record
Tri-Valley Medical Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature2 records
Tri-Valley Medical Group partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- Loma Linda University Medical Center – MurrietacoreTri-Valley Medical Group has an affiliation with Loma Linda University Medical Center – Murrieta. The Baxter Road office is located in the Loma Linda University Medical Center – Murrieta Professional Office Building. Physicians are affiliated with Loma Linda University Medical Center, Murrieta, and visit admitted TVMG patients.
- Specialty Network PartnerscoreTri-Valley Medical Group maintains a comprehensive specialty network including: Quest Diagnostics (Laboratory), Inland Valley Cardiovascular Center (Cardiology), Murrieta Valley Surgical Associates (General Surgery, Colon/Rectal Surgery, Vascular Surgery), Inland Empire Gastroenterology Medical Group (Gastroenterology), Orthopedic Surgery & Sports Medicine, and numerous other specialty providers for coordinated patient care.
- athenahealthcoreathenahealth provides the web-based practice management platform and patient portal (athenaPatient) for Tri-Valley Medical Group. The EHR system is described as nationally renowned and enables doctors to access vital medical records across all outpatient locations.
- Medicare Plan Partners (SCAN, Alignment, Aetna, Anthem, Champion, Humana)coreTri-Valley Medical Group participates as an in-network provider for multiple Medicare Advantage HMO plans including SCAN Health Plan, Alignment Health, Anthem, Aetna, Champion, and Humana, enabling seniors to access their services through these insurance networks.
- Insurance Agent PartnersminorTri-Valley partners with licensed insurance agents for Medicare Plan Comparison Services, including Great Oak Insurance Solutions, HRBC Insurance, Shop N Health Insurance Agency, and Jerry Schmidt to help Medicare beneficiaries select appropriate coverage.
Scale indicators2 records
Recent moves6 records
Expansion highlights7 records
Tri-Valley Medical Group competitors and assessment
Company assessmentDirect peers
- MemorialCare Medical Group: Multi-site Southern California primary care and specialty group affiliated with a major health system, serving HMO/PPO and senior populations — directly comparable in service mix, regional concentration, and risk-based contract orientation to Tri-Valley.
- Facey Medical Group: Multi-location Southern California physician group providing adult primary care, specialty services, and senior-focused care under risk-based contracts, with deep insurance network participation — a closely analogous independent group practice model.
- Scripps Coastal Medical Group: Multi-site primary care group in San Diego with employed physicians, integrated EHR, and risk-based payer contracts — comparable in size, multi-location ambulatory model, and senior population focus.
- Sharp Community Medical Group: Independent practice association in San Diego with hundreds of primary care physicians serving HMO populations under capitation — a comparable risk-bearing multi-physician platform serving Southern California seniors.
- Beaver Medical Group (Optum): Multi-site Southern California primary care group now owned by Optum, serving seniors and adults under risk-based contracts — directly comparable multi-location physician platform, though with strategic acquirer ownership.
- Greater Newport Physicians: Independent physician group serving Southern California with risk-based contracts, hospitalist integration, and a focus on senior care — structurally analogous to Tri-Valley's risk-bearing primary care model.
- St. Joseph Heritage Healthcare: Providence-affiliated multi-specialty physician group serving Southern California with primary care, specialty, and senior-focused services under risk-based arrangements — comparable scale and care model.
- Agilon Health: Public value-based care platform partnering with independent primary care physician groups to manage senior MA lives under full-risk contracts — a business model analog focused on capitated senior primary care in regional markets.
Broad incumbents
- Healthcare Partners (Optum): One of the largest Southern California multi-specialty physician groups, now part of Optum, with deep risk-based Medicare Advantage contracts — a scaled incumbent that competes for the same risk-bearing senior population as Tri-Valley.
Regional players
- Loma Linda University Medical Center: Academic health system that is both a Tri-Valley affiliate (hosting the Baxter Road office and admitting TVMG patients) and a potential competitor in the Inland Empire — a key regional incumbent shaping the local payer and referral dynamics.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Tri-Valley Medical Group social profiles
Digital presenceTri-Valley Medical Group compliance and trust
Trust signalCompliance4 records
Tri-Valley Medical Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tri-Valley Medical Group leadership team
Management profileNumber of profiles
Profiles3 records
Tri-Valley Medical Group funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tri-Valley Medical Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Tri-Valley Medical Group
What does Tri-Valley Medical Group do?
Tri-Valley Medical Group operates a multi-location physician practice providing adult primary care, wellness and senior care, allergy and immunology care, hospitalist services, and urgent/after-hours care across Southern California. The practice delivers integrated clinical services under risk-based contracts, supported by an athenahealth-powered patient portal and a telemedicine video visit platform, with coordinated referrals to a network of specialty providers.
Is Tri-Valley Medical Group a public or private company?
Tri-Valley Medical Group is a private company. It is classified as private equity controlled and is currently operating.
When was Tri-Valley Medical Group founded?
Tri-Valley Medical Group was founded in 2002. It employs 1,001 to 5,000 people.
Where is Tri-Valley Medical Group based?
Tri-Valley Medical Group is headquartered in Murrieta, United States, in the North America region.
How does Tri-Valley Medical Group make money?
One revenue line is on record: insurance Billing and Risk-Based Contracts.
Who are Tri-Valley Medical Group's main competitors?
Direct peers on record are MemorialCare Medical Group, Facey Medical Group, Scripps Coastal Medical Group, Sharp Community Medical Group, Beaver Medical Group (Optum), Greater Newport Physicians, St. Joseph Heritage Healthcare and Agilon Health. Healthcare Partners (Optum) is listed as a broad incumbent. Loma Linda University Medical Center is listed as a regional player.
Does Tri-Valley Medical Group have an API?
No public API is recorded for Tri-Valley Medical Group.
What industry is Tri-Valley Medical Group in?
Tri-Valley Medical Group's product category is Primary Care Physician Services. Its primary akta.pro industry code is HLADALAB, Care Coordination & Navigation (Multi-Provider), with a secondary code of HLALABAG, Post-Acute & Transitional Care Virtual Platforms (SNF/home health coordination). Its NAICS code is 621 and its SIC code is 8011.