Core Wellness

What Core Wellness does

Core Wellness is a privately held functional and integrative medicine practice founded in 2006 by Dr. Jeff Roush, ND, and operating from a single clinic in Helena, Montana. The practice delivers naturopathic primary care alongside functional medicine root-cause diagnostics, intravenous micronutrient therapy, bioidentical hormone replacement (including pellet therapy), specialized laboratory testing (hormone panels, comprehensive stool analysis, SIBO breath testing, food sensitivity panels), regenerative injection therapies (PRP, Prolozone), and women's, men's, and pediatric health services. Services are organized under three sub-brands: Core Wellness (clinical care), Core Restore (aesthetics, weight loss including GLP-1 programs, hormone therapy, regenerative therapy, hair restoration), and Core Education (webinars, YouTube, a Facebook community group, a free menopause guide, and a structured 6-Week Menopause Relief Program).

The underlying technology stack is conventional clinical and e-commerce tooling rather than proprietary software: online appointment scheduling, intake forms, a Shopify-based supplement and gift-card storefront, and patient portals (Kareo billing, Elation Passport EHR). The differentiators are the practitioners' clinical certifications (ND, WHNP menopause-certified, FNP-BC, Bioidentical Hormone Replacement Therapy) and the breadth of in-house specialized lab testing rather than any technology platform.

The business operates as a direct-to-consumer local healthcare practice with mixed revenue mechanics: insurance reimbursement from Private Insurance, Medicare, and Medicaid for covered visits; cash-pay professional services for IV therapy, regenerative procedures, and aesthetics; product sales of nutritional supplements; and digital gift cards. Marketing is multi-channel but locally focused, relying on Facebook, Instagram, YouTube, webinars, free downloadable guides, paid social advertising, and community events. Core Wellness is bootstrapped and founder-owned, with no disclosed venture, private equity, or parent-company ownership, and has grown its provider team from one to three clinicians since 2024 alongside a relocated and expanded clinic space.

Name

Core Wellness

Legal name

Core Wellness

Website

https://corewellnessmt.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

Core Wellness is a privately held functional and integrative medicine practice in Helena, Montana, founded in 2006 by Dr. Jeff Roush. It delivers naturopathic primary care, hormone therapy, IV therapy, gut health diagnostics, and aesthetic services through three integrated sub-brands.

Ownership category

akta.pro rank

Product category

Integrative and Naturopathic Medicine

NAICS

Ambulatory Health Care Services (621)

SIC

Services-Health Services (8000), Services-Offices & Clinics Of Doctors Of Medicine (8011), Services-Specialty Outpatient Facilities, Nec (8093)

akta.pro primary industry

Mind-Body Wellness Coaching (Holistic/Integrative) (HSADAGAG)

akta.pro secondary industries

Holistic & Alternative Therapies (Reiki, Sound Healing, Breathwork, Energy Work) (THAJAHAF), Health, Wellness & Patient Communities (MPACAJAL)

Keywords

• Naturopathic medicine
• Functional medicine
• IV therapy services
• Hormone replacement therapy
• Integrative healthcare

Headquarters

HQ city

Helena

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Supply Chain, Infrastructure, Others

Revenue model

1. Clinical Consultation Services: Office visits and consultations for naturopathic primary care, functional medicine assessments, hormone therapy consultations, and specialized health services
2. IV Therapy and Vitamin Injections: Revenue from intravenous micronutrient therapy, vitamin injections (B12, B12 Plus), and immune support treatments
3. Lab Testing Services: Specialized diagnostic testing including hormone panels, stool analysis, SIBO breath tests, food sensitivity tests, and heavy metal testing
4. Supplement Sales: Sale of nutritional supplements, vitamins, and health products to support patient treatment plans
5. Regenerative Procedures: PRP treatments, pellet therapy, and regenerative injection therapies for pain management and hair restoration
6. Insurance Reimbursement: Accepts Private Insurance and Medicare/Medicaid for covered services, providing revenue through insurance billing
7. Gift Cards: Gift cards sold for self-pay services including supplements, blood draws, and procedures

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels9 records

Core offering

Core Wellness is a Helena, Montana-based naturopathic and functional medicine practice that delivers direct patient care including primary care, women's/men's/kids' health, IV micronutrient therapy, bioidentical hormone replacement therapy, regenerative injection therapies (PRP/Prolozone), weight loss programs, aesthetics, and specialized diagnostic lab testing. Services are rendered by Dr. Jeff Roush ND and two nurse practitioners in an integrative care model that combines naturopathic, functional, and conventional medicine with comprehensive laboratory diagnostics.

Product overview

Core Wellness is a naturopathic and functional medicine practice operating three integrated sub-brands: Core Wellness (primary healthcare services including naturopathic medicine, functional medicine, IV therapy, and specialized lab testing), Core Restore (aesthetic and restorative services including weight loss, hormone therapy, regenerative therapies, and hair restoration), and Core Education (educational resources including webinars, workshops, and digital guides). The practice provides comprehensive care for patients across all life stages with services spanning women's health, men's health, kids' health, gut health, and menopause management. All three brands operate under the same Helena, Montana clinic with shared providers and integrated patient care.

Differentiator

Problem solved

Functional benefit

Brands

• Core Restore: Aesthetic and wellness services including weight loss, hormone therapy, regenerative injection therapy, hair restoration, and aesthetics

Products and services

• Core Wellness (Primary Healthcare) The main naturopathic and functional medicine practice offering primary care, specialized lab testing, IV therapies, and targeted health services for women, men, and children in the Helena, Montana region.
• Core Restore (Aesthetic and Restorative Services) Sub-brand offering weight loss programs, hormone therapy, regenerative injection therapy, hair restoration, and aesthetic treatments.
• Naturopathic Medicine Whole-person healing approach based on six principles of naturopathy including do no harm, identify and treat causes, treat the whole person, harness nature's healing power, physician as teacher, and prevention.
• Functional Medicine Root-cause-oriented approach using comprehensive lab testing of blood, urine, and stool to identify underlying health issues and create individualized treatment plans.
• Primary Care Integrative primary care services treating acute conditions, chronic diseases, preventive care, and annual physicals for patients of all ages from newborns to seniors.
• IV Therapy / IV Health Intravenous micronutrient therapy and vitamin injections for immune support, energy enhancement, infection treatment, migraine relief, and nutritional deficiency correction. Includes High Dose Vitamin C, Immune Support IVs, and Migraine Headache treatments.
• Women's Health Comprehensive women's healthcare including physical exams, pelvic exams, pap smears, breast exams, mammograms, and management of women's health conditions.
• Men's Health Wellness exams, hormone assessment, and treatment for conditions including erectile dysfunction, heart health, weight concerns, and digestive issues.
• Kids' Health Natural and holistic healthcare for children including primary care services and treatment strategies for toddlers through teenagers.
• Specialized Lab Testing Comprehensive diagnostic testing including hormone testing (blood and saliva), digestive stool analysis, hydrogen breath testing, nutritional analysis, food sensitivity testing, and heavy metal testing.
• Gut Health Services Treatment for digestive conditions including IBS, SIBO, IBD, acid reflux using functional approach with specialized testing including food sensitivity tests, comprehensive stool analysis, and SIBO breath testing.
• Menopause Health Services Menopause management offering symptom relief through natural solutions, hormone balance, diet recommendations, and hormone replacement therapy.
• Weight Loss Programs Comprehensive weight management using nutritional coaching, meal management, supplementation, and GLP-1 inhibitors combined with appetite suppression.
• Hormone Therapy Bioidentical hormone replacement therapy for women (perimenopausal and menopausal) and men, including pellet therapy for long-lasting hormone balance.
• Regenerative Injection Therapy Pain management treatments including PRP (Platelet Rich Plasma) and Prolozone therapy for musculoskeletal discomfort in knees, back, and joints.
• Hair Restoration Hair loss treatments using nutritional, hormone, and PRP approaches to identify root cause and stimulate new hair growth.
• Aesthetics & Beauty Aesthetic treatments provided as part of comprehensive beauty and wellness services.
• Food Sensitivity Testing Blood test evaluating approximately 100 foods, preservatives, and chemicals to identify food sensitivities causing bloating, fatigue, headaches, and other symptoms.
• Comprehensive Stool Analysis Complete digestive testing analyzing nutrient absorption, inflammation, microbiome balance, and presence of bacteria, viruses, yeast, and parasites.
• SIBO Breath Testing Non-invasive hydrogen/methane breath test for small intestinal bacterial overgrowth causing bloating, gas, diarrhea, constipation, and heartburn.
• Gift Cards Gift cards available for self-pay services including supplements, blood draws, and procedures.

Quantifiable outcome

• Dr. Roush has helped thousands of women by getting their hormones in balance
• +1 more outcomes

Named customers2 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Scale indicators3 records

Recent moves7 records

Expansion highlights6 records

Emerging players

• Function Health: Membership-based platform offering comprehensive annual lab testing and access to functional medicine practitioners across the US. Comparable to Core Wellness's specialized lab testing and root-cause orientation, but delivered via telehealth at national scale rather than a local clinic.
• Sollis Health: Membership-based concierge primary and urgent care provider with on-site lab testing and specialist referrals. Comparable as a membership-oriented primary care model emphasizing comprehensive diagnostics and personalized care, though focused on urgent and emergency-adjacent care rather than functional medicine.
• Hims & Hers Health: Telehealth platform offering direct-to-consumer access to treatments for hormone optimization, weight loss, hair restoration, and wellness. Comparable in cash-pay, direct-to-consumer positioning around hormone, weight, and aesthetic concerns, but entirely digital with national reach and very different cost structure.

Broad incumbents

• One Medical (Amazon): National primary care network with insurance-accepting clinics, integrated lab services, and a hybrid in-person plus digital care model. Comparable as a primary care provider accepting insurance and Medicare with strong lab integration, though lacking Core Wellness's functional and naturopathic specialization.
• Center for Functional Medicine (Cleveland Clinic): Hospital-affiliated functional medicine program within Cleveland Clinic offering root-cause, integrative care with extensive lab diagnostics. Comparable in clinical philosophy and use of functional lab testing, but embedded in a large academic health system with very different scale and reimbursement dynamics.

Direct peers

• Restore Hyper Wellness: National retail chain offering IV drip therapy, hormone optimization, aesthetics, and recovery services. Directly comparable to Core Wellness's IV Health, Hormone Therapy, and Core Restore service lines, with similar cash-pay and elective-medicine positioning, though operating at multi-site retail scale.
• Parsley Health: Functional medicine practice combining naturopathic and conventional care with comprehensive lab testing and root-cause treatment plans. Closest direct comparable to Core Wellness's clinical model across women's health, gut health, and hormone balance, delivered via hybrid in-person and telehealth.
• Forward Health: Membership-based preventive primary care combining advanced diagnostics, personalized care plans, and integrated technology. Comparable to Core Wellness in its preventive, root-cause orientation and emphasis on comprehensive lab testing, though delivered through tech-forward membership clinics rather than independent local practices.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@corewellness4160
• Facebookfacebook.com/corewellnessmt
• Instagraminstagram.com/corewellnessmt

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 Core Wellness