What SenioROI does

SenioROI is a Charlotte, North Carolina-based data intelligence and marketing solutions provider exclusively serving the senior living industry. Founded in 2012 and operating with 11-50 employees, the company delivers lead generation, CRM enrichment, direct mail, and digital marketing services to hundreds of senior living communities, agencies, and consultants across the United States. Its core platform, VALIDIFY, enriches CRM records nightly with financial qualification, demographic, household, and behavioral indicators to enable financially qualified lead scoring. SenioROI monetizes through a combination of recurring CRM data enhancement subscriptions, transactional fees for custom mailing lists and print/direct mail production, digital marketing service engagements, and one-time market intelligence reports. The company combines three proprietary data sources with a Senior Cleanse address validation process, HIPAA-compliant Ailment Lists (150M+ postal, 60M+ email records), and Adult Child/Family Ties caregiver targeting data to differentiate from generic marketing data vendors.

The underlying technology is a proprietary multi-source data compilation stack built around domain-specific cleansing, demographic appending (28 data points), and matchback attribution that connects mailing lists to new leads and depositors. Supporting processes include the Cleanse, Append, and Profile (CAP) methodology and a Middle Market Intelligence Report co-developed with Holleran that provides hyperlocal market analytics. Go-to-market is sales-led, anchored by named account managers (Jeanne, Donnie, Stephanie, Liv referenced in testimonials), enterprise field sales, and conference presence at industry events such as LeadingAge. Pricing is quote-based on multi-year contracts with no public tiers, and the company is SOC2 and CCPA compliant to handle sensitive senior demographic and health data.

SenioROI is privately held with no disclosed external funding or parent company. Leadership is led by CEO Mark Ingram, with recent senior executive additions in June 2026: CMO Craig Simons (formerly Benchmark Senior Living, Roobrik, Aline), CTOO Jack Marks (scaling VALIDIFY), and Strategic Growth Executive for Validify Tripp Higgins. The company markets via content, direct mail, industry events, social media, and earned media. Named customers include Cypress Cove (178x ROI case study on a $250K spend), Maplewood Senior Living, Covenant Living, The Arbor Company, Aldersgate, Westminster Communities of Florida, and several mid-market communities.

Name

SenioROI

Legal name

SenioROI LLC

Website

https://senioroi.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

SenioROI provides data intelligence and marketing services, including CRM enrichment (VALIDIFY), targeted mailing lists, direct mail, and digital marketing, exclusively to senior living operators, agencies, and consultants across the United States.

Ownership category

akta.pro rank

Product category

Senior Living Marketing Services

NAICS

Direct Mail Advertising (54186), Directory and Mailing List Publishers (51314)

SIC

Services-Prepackaged Software (7372), Services-Direct Mail Advertising Services (7331)

akta.pro primary industry

CRM Data Quality, Enrichment & CDP-Adjacent CRM (HDAEAFAJ)

akta.pro secondary industry

Customer Service/Support CRM & Contact Center Platforms (BPAFAFAK)

Keywords

• Senior living marketing
• CRM data enrichment
• Direct mail services
• Prospect list building
• Digital advertising services

Headquarters

HQ city

Charlotte

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, Supply Chain

Revenue model

1. CRM Data Enhancement Services: Validify platform provides nightly CRM enrichment, data cleansing, and financial qualification services on a subscription or per-record basis. The service enriches incomplete lead records with demographics, financial profiles, and behavioral indicators.
2. Custom Targeted Mailing Lists: Sale of multi-source prospect lists built specifically for senior living communities with financial qualification, geographic targeting, and demographic segmentation. Pricing based on list size and specificity.
3. Print and Direct Mail Services: Turnkey direct mail solutions including design, printing, and mailing services. One team handles the entire process from strategy through delivery.
4. Targeted Digital Marketing: Integrated digital advertising including online retargeting, display ads, targeted social media, and SEO/PPC services, often combined with direct mail campaigns.
5. Middle Market Intelligence Report: Custom market research reports providing hyperlocal consumer insights including median personal income, available home equity, net worth, and consumer preferences for specific campuses.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels8 records

Core offering

SenioROI provides data intelligence and targeted marketing services exclusively to the U.S. senior living industry, selling custom prospect lists, CRM enrichment via the VALIDIFY platform, turnkey print and direct mail campaigns, and targeted digital advertising to senior living operators, agencies, and consultants. Its core product is the VALIDIFY CRM enrichment platform, which appends financial qualification, demographic, and behavioral data to lead records on a nightly basis, supported by Senior Cleanse address validation, HIPAA-compliant ailment data, and the Middle Market Intelligence Report for hyperlocal market analysis.

Product overview

SenioROI offers a platform-plus-modules architecture anchored by VALIDIFY, a CRM enrichment and lead qualification intelligence layer that runs nightly automated updates to enhance prospect records with financial and demographic data. Surrounding VALIDIFY are four service modules: Custom Targeted Mailing Lists (built on three proprietary multi-source data sets with Senior Cleanse validation), Print and Direct Mail (turnkey production and USPS delivery including Informed Delivery integration), and Targeted Digital Marketing (display, social, email, SEO/PPC, and landing pages). Supporting sub-features include the Cleanse Append and Profile (CAP) tool for CRM analysis, Ailment Lists and ACEP/Family Ties data for caregiver targeting, and the Middle Market Intelligence Report (co-developed with Holleran) for local market research. The integrated portfolio enables senior living operators to move from raw CRM data to financially qualified, channel-coordinated prospect engagement.

Differentiator

Problem solved

Functional benefit

Brands

• Validify: SenioROI's CRM enrichment and financial qualification platform that enhances prospect records with actionable qualification insights and runs automatically nightly for new leads.

Products and services

• VALIDIFY A senior living lead qualification intelligence layer that enriches CRM records with financial and demographic data, enabling smarter lead scoring and prioritization based on income, assets, household composition, and care indicators. Runs automated nightly updates for new leads entering the CRM. Built for senior living operators seeking to identify financially qualified prospects and improve sales team efficiency.
• Custom, Targeted Mailing Lists Prospect list building using a multi-source cross-referencing approach with three proprietary data sources, strict qualification criteria, and the Senior Cleanse address validation process. Designed specifically for senior living buyer profiles with financial qualification, geographic targeting, and demographic segmentation for senior living communities.
• Print and Direct Mail Turnkey print and direct mail solution covering creative, production, and USPS delivery. Includes USPS Informed Delivery integration to extend direct mail reach digitally. Designed for senior living communities seeking integrated campaign execution with a single team handling the entire process from strategy through delivery.
• Targeted Digital Marketing Digital advertising services including targeted online ads, social media campaigns, retargeting and display, SEO/PPC, and email marketing with automated nurture sequences. Integrates with direct mail for omnichannel campaigns aimed at senior living audiences.
• Ailment Lists HIPAA-compliant targeting data covering over 150 million postal and 60 million email records of seniors with self-reported health conditions. Enables segmentation based on 100+ health-related data points for assisted living, memory care, and PACE program marketing.
• Adult Child with Elder Present (ACEP) and Family Ties Data Lists Data lists identifying households where an adult child is living with or caring for an older adult, either at the same or a separate address. Enables targeting of primary caregivers who influence senior living care decisions, with financial qualification of either the caregiver or the senior.
• Middle Market Intelligence Report Hyperlocal market analysis tool developed in partnership with Holleran that maps economic factors, real estate conditions, and consumer preferences by zip code. Used for expansion planning, blue sky development, and new product offerings by senior living operators.

Quantifiable outcome

• 178x ROI on $250K marketing spend over 22 months, generating $47.6M project revenue and 95% occupancy
• +5 more outcomes

Named customers20 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature9 records

Partnerships

Two partnerships are on record, tiered core and minor.

• HollerancoreStrategic or Co-development Partner · 22 October 2019Joint partnership to create the Middle Market Intelligence Report, combining SenioROI's consumer data insight technology with Holleran's research and data visualization capabilities. The report maps economic factors, real estate conditions, and consumer preferences on a hyperlocal level for senior living market analysis.
• LeadingAgeminorGTM or Marketing PartnerSenioROI participates in LeadingAge Annual Meeting + Expo as an exhibitor (Booth 3139) and presenter, using the event for lead generation, industry engagement, and showcasing services including Multi-Compiler Lists, CRM Cleanse Append and Profile, and Targeted Geo-Fencing.

Scale indicators10 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Roobrik: Senior living buyer intelligence platform that helps operators understand older-adult buyer readiness and family decision dynamics. Directly comparable because SenioROI's newly appointed CMO came from Roobrik and both serve overlapping senior living buyer-intelligence use cases.
• Aline (formerly Parsons/Residex): Senior living CRM and sales-enablement platform used by senior living operators. Comparable to VALIDIFY because both sit in the senior living CRM and lead qualification stack; Aline is also a former employer of SenioROI's CMO.
• GlynnDevins: Marketing agency specialized in senior living and 55+ communities, providing data-driven lead generation, direct mail, and digital marketing. Closely comparable GTM and service mix to SenioROI's marketing services offering.
• SageAge Strategies: Marketing agency exclusively focused on senior living and senior services, providing strategy, branding, digital, and traditional media. Comparable vertical focus and senior-living buyer-expertise depth as SenioROI.
• Varsity (formerly Varsity Branding): Marketing agency serving senior living, healthcare, and financial services with brand, digital, and direct marketing. Comparable as a direct competitor for senior living operator marketing budgets.
• Caring.com: Senior care marketplace and content platform that connects families to senior living and care providers, generating leads for operators. Comparable because both compete for senior living lead-generation dollars and rely on quality senior-audience data.
• Holleran: Senior living and aging-services market research and consulting firm; SenioROI's existing partner on the Middle Market Intelligence Report. Comparable because it serves the same senior living operators with consumer-insight and market-analysis products.

Broad incumbents

• A Place for Mom: Largest senior living referral network in North America, generating qualified leads for partner communities. Comparable target customer (senior living operators) and lead-generation value proposition, though at much greater scale and via a marketplace model.
• Acxiom: Large-scale data broker and identity-resolution provider used across many verticals. Comparable technology layer for data compilation and enrichment, though not vertical-specialized to senior living.
• Salesforce (Senior Living vertical apps): Enterprise CRM platform with third-party senior living apps (e.g., on AppExchange). Comparable as a competing CRM/lead platform that senior living operators could use instead of VALIDIFY for enrichment and qualification.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/TeamSenioROI
• Facebookfacebook.com/SenioROI
• LinkedInlinkedin.com/company/senioroi

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 SenioROI