Cleverley + Associates

What Cleverley + Associates does

Cleverley + Associates is a private, founder-owned hospital finance consultancy founded in 2000 and headquartered in Worthington, Ohio. The firm serves 1,100+ provider partners across all 50 U.S. states through four integrated service lines: CDM Pricing & Analysis, Price Transparency compliance, Reimbursement analysis (including managed care agreement review), and custom Data benchmarking. Its core technology offering is a hospital finance data analytics platform built on proprietary metrics derived from two decades of engagements, which is applied to charge master strategy evaluation, reimbursement modeling, and CMS price transparency compliance work including machine-readable file production and consumer-friendly displays.

The firm monetizes through B2B professional services engagements, delivered as project-based or ongoing advisory work, with pricing not publicly disclosed and likely quote-based by hospital size and scope. Go-to-market is enterprise field sales led by four named Senior Regional Account Executives, each with 10-24+ years of hospital pricing and regulatory experience, supported by content marketing (blog, webinars, 200+ published books and articles), HFMA chapter and state hospital association involvement, and a website-based meeting scheduling system.

Customer concentration sits in a single vertical (hospitals and health systems) but is distributed across a large installed base, and the firm differentiates on deep regulatory interpretation (CMS CY20, CY22, CY24, CY26 OPPS rules), HITRUST e1 certification, and a long-tenured specialist team. No external institutional ownership, no funding activity, and no AI or ML capabilities are disclosed in available sources.

Name

Cleverley + Associates

Legal name

Cleverley + Associates

Website

https://cleverleyassociates.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

Cleverley + Associates is a private hospital finance consultancy, founded in 2000 and based in Worthington, Ohio, that provides CDM pricing analysis, price transparency compliance, reimbursement review, and custom data benchmarking to 1,100+ provider partners across all 50 U.S. states.

Ownership category

akta.pro rank

Product category

Hospital Financial Consulting

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Pricing, Revenue & Commercial Analytics (BPAHALAM)

akta.pro secondary industry

Price Transparency, Estimates & Patient Financial Clearance (HLACACAK)

Keywords

• Hospital financial consulting
• Charge master pricing
• Price transparency compliance
• Reimbursement analysis
• Healthcare benchmarking

Headquarters

HQ city

Worthington

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

Revenue model

1. Professional Consulting Services: B2B professional consulting services for hospitals including CDM pricing analysis, price transparency compliance, reimbursement analysis, and custom data benchmarking. Services are provided through engagement with Senior Regional Account Executives and delivered as project-based or ongoing advisory engagements.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Cleverley + Associates provides professional consulting services to hospitals and health systems across four integrated practice areas: CDM Pricing & Analysis (charge master strategy evaluation and revision), Price Transparency (CMS regulatory compliance for federal hospital price transparency requirements), Reimbursement (review of reimbursement structures and managed care agreements to support negotiations), and Data (custom data analyses with comparative benchmarking and proprietary metrics).

Product overview

Cleverley + Associates is a hospital finance solutions firm offering a unified portfolio of four integrated service areas: CDM Pricing & Analysis, Price Transparency, Reimbursement, and Data analytics. These offerings work together to help hospitals evaluate charge master strategies, maintain regulatory compliance with CMS price transparency requirements, optimize reimbursement structures, and leverage custom benchmarking data for informed decision-making. The company serves over 1,100 provider partners across 50 states and has published more than 200 books and articles on hospital finance topics.

Differentiator

Problem solved

Functional benefit

Products and services

• CDM Pricing & Analysis

Quantifiable outcome

• Served 1,100+ provider partners across 50 states
• +1 more outcomes

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Premier Inc. Premier Inc. is a large healthcare performance improvement company offering supply chain, analytics, and consulting services to hospitals, including pricing and reimbursement-adjacent capabilities that overlap with Cleverley's portfolio.
• Huron Consulting (Healthcare): Huron operates a large healthcare consulting practice covering revenue cycle, financial performance, and technology-enabled transformation for hospitals, overlapping Cleverley's RCM/pricing transparency adjacencies.
• Optum (UnitedHealth Group): Optum is a large-scale healthcare services and analytics platform whose revenue cycle management and payer-provider analytics offerings serve many of the same hospital customers as Cleverley, representing a broad incumbent competitor.
• Kaufman Hall: Kaufman Hall is an established healthcare financial advisory and performance management firm whose hospital pricing, reimbursement, and strategic planning engagements overlap with Cleverley's analytics and consulting offerings.
• Vizient: Vizient is a major healthcare performance and analytics company serving hospitals and health systems with benchmarking, consulting, and supply chain services that partially overlap Cleverley's benchmarking and reimbursement offerings.

Direct peers

• ECG Management Consultants: ECG is a healthcare-specific management consulting firm advising hospitals and physician groups on strategy, operations, and finance — directly comparable in its hospital finance and reimbursement advisory scope.
• BESLER: BESLER delivers hospital revenue integrity, reimbursement, and pricing transparency consulting — competing head-to-head with Cleverley on reimbursement analysis and compliance work for U.S. hospitals.
• Panacea Healthcare Solutions: Panacea Healthcare Solutions provides CDM, coding, pricing transparency, and revenue integrity services to hospitals — directly overlapping Cleverley's core offerings in charge master strategy and CMS price transparency compliance.
• Strata Decision Technology: Strata provides financial planning, decision support, and performance analytics for hospitals and health systems — directly comparable to Cleverley's Data benchmarking and reimbursement analytics products.

Emerging players

• Health Catalyst: Health Catalyst provides data and analytics platforms for hospitals and health systems, with benchmarking and performance capabilities that partially overlap Cleverley's custom data analytics and benchmarking services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/ThinkCleverley
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/cleverley-associates

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Cleverley + Associates