Sourcewise

What Sourcewise does

Sourcewise is a nonprofit organization (501(c)(3); EIN 94-2256503) founded in 1973 and headquartered in Santa Clara, California, that serves as the designated Area Agency on Aging for Santa Clara County. It provides older adults (60+), adults with disabilities, family caregivers, and, through a VA partnership, veterans with a broad portfolio of health and social services. Core programs include Meals on Wheels, the Health Insurance Counseling & Advocacy Program (HICAP/Medicare counseling), the Multipurpose Senior Services Program (MSSP), Enhanced Care Management, CalAIM Community Supports, Public Authority Services (IHSS provider training), Senior Employment Services, Caregivers Network, and digital-inclusion initiatives (Digital Link/Digital Access and Digital Ambassador programs). It also operates a Resource Connection online directory connecting individuals to benefits, housing, legal, transportation, and end-of-life resources.

Operationally, Sourcewise functions as a community resource hub rather than a technology company. Intake and referrals run through phone-based Community Resource Specialists ((408) 350-3200) and online interest forms, with services delivered directly, through a grantee network (e.g., Hearts & Minds Activity Center, Live Oak Adult Day Services), and via community partners. It maintains two offices — headquarters at 3100 De La Cruz Blvd, Suite 310 in Santa Clara and a South County office at 16340 Monterey Road in Morgan Hill — and employs an estimated 51–100 staff. Programs are offered in multiple languages (English, Mandarin, Vietnamese, Spanish).

Its business model is grant- and contribution-funded rather than commercial. Most services are free to eligible residents, financed by Older Americans Act grants (e.g., $2,951,939 awarded in 2020–2021 to partner organizations), Medi-Cal/CalAIM programs, and public donations; Meals on Wheels operates on an income-based sliding scale. As a designated Area Agency on Aging, Sourcewise holds an official mandate to deploy federal and state funding across the county, making government funding and grantee/partner distribution the central revenue mechanics.

Name

Sourcewise

Legal name

Sourcewise

Website

https://mysourcewise.com

Company type

Private

Founded year

1973

Operating status

Operating

Headcount range

51–100 employees

Short description

Sourcewise is a Santa Clara County nonprofit and designated Area Agency on Aging (founded 1973) that connects older adults, people with disabilities, caregivers, and veterans to health and social services including Medicare counseling, Meals on Wheels, care management, and digital inclusion.

Ownership category

akta.pro rank

Product category

Aging and Disability Services

NAICS

Services for the Elderly and Persons with Disabilities (624120), Services for the Elderly and Persons with Disabilities (62412)

SIC

Services-Social Services (8300), Services-Home Health Care Services (8082)

akta.pro primary industry

Elder Services & Aging Support (BPAGAEAF)

akta.pro secondary industries

Meals, Nutrition & Congregate Dining Day Programs (HSABANAM), Dementia & Alzheimer’s Respite Care (HSABAGAF), Adult Day Respite Programs (Daytime Relief) (HLADAKAC)

Keywords

• Senior services
• Aging services
• Caregiver support
• Disability services
• Community resources

Headquarters

HQ city

Santa Clara

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, Technology or R&D, Others

Revenue model

1. Government Grants and Funding: Sourcewise receives federal and state funding to operate as an Area Agency on Aging in Santa Clara County. Funding sources include Older American Act grants ($2,951,939 awarded in 2020-2021 to partner organizations) and Medi-Cal programs.
2. Donations and Charitable Contributions: The organization accepts donations from the public to support programs and services for seniors and caregivers in Santa Clara County.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

Sourcewise operates as the designated Area Agency on Aging for Santa Clara County, delivering a comprehensive suite of health and social services to older adults, adults with disabilities, caregivers, and veterans. Its core offerings include home-delivered meals, Medicare counseling (HICAP), care management (MSSP, Enhanced Care Management, CalAIM Community Supports), caregiver respite and support, senior employment, digital inclusion, public authority IHSS provider training, and an online Resource Connection directory that links community members to local services.

Product overview

Sourcewise is a nonprofit organization (established 1973) serving seniors, adults with disabilities, caregivers, and all adults in Santa Clara County. The organization operates as a single integrated service platform rather than a modular software product. Its portfolio includes: Meals on Wheels (home-delivered meals), Health Insurance Counseling & Advocacy Program (HICAP - Medicare counseling), Veteran Directed Care, Multipurpose Senior Services Program (MSSP), Digital Link/Digital Access Program, Public Authority Services (IHSS provider training), Caregivers Network, Senior Employment Services, CalAIM Community Supports, Enhanced Care Management, Senior Farmers' Market Nutrition Program, and South County Services. The organization also maintains a Resource Connection database. These services are delivered through direct provision, partner organizations, and community-based referrals rather than a technology product.

Differentiator

Problem solved

Functional benefit

Products and services

• Meals on Wheels Program Home-delivered nutrition program providing two daily well-balanced meals meeting two-thirds of daily nutritional requirements for homebound seniors in Santa Clara County, regardless of economic status. Operates on an income-based sliding scale and meals are low in sodium and sugar.
• Health Insurance Counseling & Advocacy Program (HICAP) Free, confidential, one-on-one counseling and education program providing objective Medicare information and assistance to beneficiaries during annual enrollment periods, available to older adults in Santa Clara County.
• Veteran Directed Care (VDC) Program providing Veterans with funds for in-home and community-based services, allowing them to choose their own care as an alternative to traditional In-Home Supportive Services, helping veterans remain independent at home.
• Multipurpose Senior Services Program (MSSP) Care management program for frail older adults aged 60 or older with Medi-Cal who are at risk of nursing home placement, providing supportive services and ongoing case management to help them remain in the community.
• Digital Link / Digital Access Program Digital inclusion initiative offering technology access and training to seniors in Santa Clara County, including iPad distribution and the Digital Ambassador Program.
• Public Authority Services (IHSS Provider Training) Free training classes for In-Home Supportive Services (IHSS) independent providers covering CPR, First Aid, Understanding Diabetes, Alzheimer's and Dementia Basics, and Cancer Care Basics. Providers earn $35 per class completed and can access the Life Enhancement Fund for specialized training reimbursement up to $500 per year.
• Caregivers Network Support program for family caregivers offering respite care, support groups, education, and resources, including the Caregivers Network MyPlan enrollment platform.
• Senior Employment Services Employment support program helping older adults return to the workforce or build new skills through the Senior Community Service Employment Program (SCSEP).
• CalAIM Community Supports Programs including Nursing Home Diversion/Transition and Community Supports Home Modifications to help individuals transition back into the community or remain at home.
• Enhanced Care Management (ECM) Care management program providing coordinated healthcare and social services for individuals with complex needs.
• Senior Farmers' Market Nutrition Program Program helping older adults buy healthy food while supporting local farmers in Santa Clara County through market cards.
• South County Services Services specifically for South County residents including CalFresh application assistance, the Older Adults Home Modification Program, and Senior Transportation.
• Resource Connection Online directory connecting individuals to community resources and services across categories including benefits, caregiver support, disability services, health and medical care, housing, legal aid, meals, and transportation.

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• Veteran Affairs (VA) Palo Alto Health Care SystemcoreStrategic or Co-development Partner · 1 January 2023Since 2023, Sourcewise has partnered with the VA Palo Alto Health Care System to provide the Veteran Directed Care (VDC) program to veterans in Santa Clara, Santa Cruz, San Benito, San Mateo, and Monterey counties. VDC provides participants with funds for in-home and community-based services as an alternative to In-Home Supportive Services, helping veterans remain independent in their homes.
• Hearts & Minds Activity CentercoreChannel Partner/ Reseller/ DistributorSourcewise grantee providing adult day programs focused on individuals with Alzheimer's and related dementias. Offers person-centered, culturally sensitive approach emphasizing dignity and memory care through meaningful activities such as art, music, and pet therapy.
• Live Oak Adult Day ServicescoreChannel Partner/ Reseller/ DistributorSourcewise grantee providing bilingual, specialized dementia care and programs that promote independence and social connection. Offers adaptive exercise, crafts, music, and caregiver support like respite care and education tailored to the community's diverse needs.
• Rebuilding Together Silicon ValleyminorStrategic or Co-development PartnerIndependent affiliate of the national Rebuilding Together organization providing critical home repairs at no cost to low-income homeowners in Santa Clara County as part of the Older Adults Home Modification Program.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• San Mateo County Aging and Adult Services: San Mateo County's AAA delivers HICAP, MSSP, caregiver respite, Meals on Wheels, and IHSS oversight in an adjacent, similarly affluent Bay Area county. Direct comparable to Sourcewise in mandate, funding mix (OAA, Medi-Cal), and target population, with overlap via the VDC multi-county partnership.
• Partners in Care Foundation: Southern California-based nonprofit running MSSP, Enhanced Care Management, Multipurpose Senior Services Program, and caregiver support contracts—essentially the same menu Sourcewise operates in Santa Clara County. Highly comparable operating model, though in Los Angeles/Santa Barbara region rather than the Bay Area.
• San Francisco Department of Disability and Aging Services (DAS): As the Area Agency on Aging for San Francisco, DAS provides an identical mandate (information and referral, meals, case management, caregiver support, senior employment) to San Francisco seniors. It is the most direct comparable to Sourcewise because both operate as county-level AAAs delivering the same Older American Act-funded suite in adjacent Bay Area counties.
• Institute on Aging (IOA): San Francisco-based nonprofit providing MSSP, PACE-adjacent programs, caregiver support, and HCBS for seniors and adults with disabilities. Comparable to Sourcewise for its Medi-Cal/Medicaid-funded care management portfolio and case management scale.
• Council on Aging - Santa Cruz & San Benito Counties: Acts as the AAA for Santa Cruz and San Benito counties—the exact two counties added to Sourcewise's VDC footprint in 2023. Offers HICAP, Meals on Wheels, MSSP, caregiver support, and senior employment with comparable service mix and funding model.
• Life Eldercare (LIFE): Alameda County nonprofit operating MSSP, IHSS registry, senior companionship, and congregate meals programs. Closely comparable to Sourcewise's mix of Medi-Cal care management, Public Authority/IHSS, and caregiver respite services.

Emerging players

• Family Caregiver Alliance: Bay Area statewide Caregiver Resource Center offering respite, training, and support groups. Comparable to Sourcewise's Caregivers Network and MSSP caregiver respite offerings with similar funding model (mostly government grants).
• Meals on Wheels of San Francisco: Bay Area home-delivered meals nonprofit with overlapping target population (homebound seniors 60+). Comparable as a sub-contractor/grantee partner analog and adjacent service line to Sourcewise's Meals on Wheels and CalFresh programs.

Others

• Rebuilding Together Silicon Valley: Local affiliate Sourcewise already partners with for the Older Adults Home Modification Program. Comparable as an OAA-funded nonprofit serving low-income seniors in Santa Clara County through home repair and accessibility modifications—directly aligned with Sourcewise's CalAIM Community Supports home modification stream.

Regional players

• Avenidas: Palo Alto-based nonprofit offering adult day programs, caregiver support, senior employment, and lifelong learning for older adults in mid-Peninsula communities. Direct overlap with Sourcewise on adult day, caregiver, and senior employment services, though operating as a community center rather than an AAA.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/MySourcewise
• YouTubeyoutube.com/@MySourcewise
• Facebookfacebook.com/mysourcewise
• LinkedInlinkedin.com/company/786788
• Instagraminstagram.com/sourcewise

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Sourcewise