Wise Option
Wise Option is a cloud-based equine management software platform that serves veterinarians, breeders, trainers, and racetrack practices with patient records, breeding logistics, billing, and reporting tools, operating on a subscription SaaS model since 2016.
- Company typePrivate
- Founded2004
- HeadquartersFrisco, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Wise Option does
Wise Option is a privately held software company that builds cloud-based equine management software for veterinarians, breeders, trainers, boarding facilities, and racetrack practices across the United States. Founded in 2002 by Eduardo Almeida as a Master's thesis project at Oklahoma City University under the name Ranch Managers, the company rebranded to Wise Option in 2004 upon becoming a Microsoft Certified Partner. The platform centralizes patient records, breeding logistics, billing, inventory, and reporting into a single equine-specific system, differentiated from generic veterinary software by features such as Stallion Reports, Digital Circle Sheets for rapid procedure entry, a Clinical Treatment Dashboard for hospital workflows, and HISA-compliant racetrack functionality. The technology stack rests on dedicated per-client cloud servers under the Microsoft partnership (since 2006), with web, desktop, and mobile access (mobile app launched 2018), and an upcoming browser-based Wise Option 7 platform announced for 2024.
Wise Option firmographics
Firmographics- Name
- Wise Option
- Legal name
- Wise Option, Inc.
- Website
- https://wiseoption.com
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Wise Option is a cloud-based equine management software platform that serves veterinarians, breeders, trainers, and racetrack practices with patient records, breeding logistics, billing, and reporting tools, operating on a subscription SaaS model since 2016.
- Ownership category
- akta.pro rank
Wise Option industry classification
Industry- Product category
- Equine Practice Management Software
- NAICS
- Custom Computer Programming Services (541511), Computer Systems Design Services (541512), Other Computer Related Services (541519)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Clinical Decision Support & Workflow Automation (Protocols, Templates, AI Scribing) (HLAMAGAH)
- akta.pro secondary industries
- Veterinary Billing, Payments & Insurance Claims Software (HLAMAMAD), Revenue Cycle, Payments & Financing (Payments, Subscriptions, BNPL, Claims Support) (HLAMAGAE), Client Engagement & CRM Platforms (Reminders, Messaging, Loyalty, Reviews) (HLAMAGAC), Field Services, Mobile Imaging & On-Farm Procedures (HLAMABAK)
Keywords
Where Wise Option is headquartered
LocationHeadquarters
- HQ city
- Frisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Wise Option business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations, Others
Revenue model
- SaaS Subscription: Wise Option operates as a subscription-based software as a service (SaaS) model. The platform introduced subscription-based pricing in 2016 with automatic real-time updates. Subscriptions are available in per-seat, per-user, and mobile subscription formats. Billing is monthly with automatic renewal unless cancelled 7 days prior.
- Professional Services (Ancillary): Implementation services, training services, and professional services may be purchased separately. Governed by separate written agreements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Subscription-based SaaS with multiple user tiers |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
Wise Option product offering
Product offeringCore offering
Wise Option is a cloud-based SaaS equine management software platform that consolidates patient records, breeding management, billing, inventory, scheduling, and reporting into one system for veterinarians, breeders, trainers, and racetrack professionals. It is sold via monthly subscription with per-seat, per-user, and mobile device licenses, complemented by an annual mobile companion app and a privacy-first AI assistant (Wise Option Spark) for scribing and document generation. Implementation, training, and payment-processing services are available as ancillary offerings.
Product overview
Wise Option is a unified equine management software platform consisting of the core Wise Option SaaS platform plus specialized modules for Veterinarians, Equine Breeders, Racetrack Veterinarians, and Training & Boarding Facilities. The platform integrates specialized features including Wise Option Clinical (with Treatment Dashboard and Medication Prep Sheet), Digital Circle Sheets for rapid procedure entry, the Wise Option Payment Portal, and Automated Reminders. The ecosystem includes a companion Mobile App and the upcoming Wise Option 7 browser-based platform which will incorporate Wise Option Spark — a privacy-first AI assistant for scribing, document generation, voice dictation, and practice-level analytics. The platform operates on a subscription model with per-seat, per-user, and mobile subscription options, hosted on dedicated cloud servers for each client.
Differentiator
Problem solved
Functional benefit
Brands
- Wise Option Spark: AI assistant for equine professionals that puts privacy first, featuring scribing, document generation, voice dictation, and practice-level analytics.
- Wise Option Clinical
- Digital Circle Sheets
Products and services
- Wise Option Core Platform All-in-one equine management SaaS platform for veterinarians, breeders, trainers, and equine facilities that centralizes patient records, breeding data, billing, inventory, and reporting with web and desktop access.
- Veterinarian Module Vertical-specific configuration of the Wise Option platform for equine veterinarians and specialists, simplifying patient records, billing, and scheduling for equine-focused workflows.
- Equine Breeders Module Vertical-specific configuration for equine breeding managers and reproduction centers, tracking cycles, stallion bookings, embryo transfer workflows, and ICSI lab integration.
- Racetrack Veterinarians Module Vertical-specific configuration for racetrack practices to manage medical records, HISA compliance documentation, trainer approval workflows, and Smart Billing for high-volume environments.
- Training & Boarding Facilities Module Vertical-specific configuration for trainers and boarding facilities to monitor horse performance, log treatments, manage schedules, and coordinate stable operations.
- Wise Option Mobile App Companion mobile application for iOS and Android giving equine professionals real-time access to records, schedules, and treatment information from the field.
- Wise Option Clinical Add-on clinical module for equine hospitals providing a shared treatment dashboard with at-a-glance views of completed, delayed, and pending patient tasks across the care team.
- Wise Option Spark (AI Assistant) AI assistant built and controlled by Wise Option for equine professionals, supporting scribing, document generation, voice dictation, and practice-level analytics with an obfuscation layer that protects PHI by replacing private fields with placeholders before AI processing.
- Wise Option 7 Next-generation browser-based major version of the Wise Option platform with a lighter, faster, modernized interface and integrated Spark AI capabilities.
- Implementation and Training Services White-glove professional services for onboarding, data migration, customization, and personalized training of the Wise Option platform, available under separate written agreements.
Quantifiable outcome
- Procedures can be entered in just over a second each using Digital Circle Sheets
- +3 more outcomes
Companies that use Wise Option
Customer profileNamed customers15 records
Segments4 records
Ideal customer profiles4 records
Wise Option technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
AI capability4 records
Feature6 records
Wise Option partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core.
- MicrosoftcoreMicrosoft Certified Partner since 2006. Microsoft provides secure data storage for each Wise Option account. The partnership provides enterprise-grade infrastructure and security standards that Wise Option leverages for cloud-based services.
- HISA (Horseracing Integrity and Safety Authority)coreHISA integration for racetrack clients ensures quick turnaround times and full compliance with HISA rules. Supports document sharing and regulatory compliance for racehorse health and safety.
- IDEXXcoreIntegration with IDEXX allows access to testing records from one of the leaders in animal healthcare. Supports pathogen testing, urinalyses, and key results viewing through Wise Option platform.
- ZoetiscoreZoetis integration enables tracking of parasite defense, heartworm protection, and itch relief medications. Simplifies tracking of Zoetis medicines and vaccinations within Wise Option.
- GlobalVetLinkcoreGlobalVetLink integration provides easy tracking of patient status, location, health, and movement directly within Wise Option.
- QuickBookscoreQuickBooks integration enables seamless income tracking and clean invoices while maintaining expense tracking in QuickBooks. Syncs financial data between Wise Option and QuickBooks.
- DocuSigncoreDocuSign integration enables electronic signing of paperwork and contracts. Data stays synced in Wise Option while breeders, owners, and others sign documents electronically.
- Payment InnovatorscorePayment Innovators integration provides PCI-compliant payment processing with lower fees through ACH options. Supports billing speed with broad payment options including credit cards and ACH transfers.
- ICSI & Aspiration LabscoreICSI (Intracytoplasmic Sperm Injection) and Aspiration Labs integration improves lab communication for breeding operations. Share and store results quickly and efficiently.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Wise Option competitors and assessment
Company assessmentDirect peers
- AlisVet: Cloud veterinary practice management system serving mixed and equine practices. Comparable SaaS delivery model and feature breadth (records, billing, scheduling) for small animal and equine clinics competing for the same buyers.
- ezyVet: Cloud-based veterinary practice management software serving small animal, equine, and mixed practices. Closely comparable on SaaS delivery model, clinical workflow management, and integrations; overlaps with Wise Option in the equine hospital segment.
- Stringsoft (Patterson): Veterinary practice management software frequently used in equine and large animal practices. Directly comparable on practice management, medical records, and billing; overlaps Wise Option's clinical record-keeping value proposition.
Emerging players
- Hippo Manager: Cloud veterinary practice management platform for small and mixed animal practices. Comparable SaaS subscription model and feature set; less equine depth but targets overlapping veterinary buyer segments.
- eVetPractice: Cloud-based veterinary practice management focused on small and mixed animal clinics. Comparable SaaS delivery, pricing model, and feature scope; niche overlap where equine practices default to generalist tools.
- Onward Vet: Modern cloud veterinary practice management software with patient records, billing, and integrations. Comparable subscription SaaS model targeting independent veterinary practices; cross-species overlap with equine segments.
Broad incumbents
- Cornerstone (IDEXX): IDEXX's flagship veterinary practice management platform with deep diagnostic integrations. Comparable in clinical workflow and lab/diagnostics integration (IDEXX is also a Wise Option partner); broader in scope but lighter on equine specialization.
- ImproMed: Long-established veterinary practice management software for small, equine, and mixed animal practices. Comparable record-keeping and billing functionality; on-premise heritage makes it a legacy competitor to Wise Option's cloud-native SaaS.
- AVImark: Established on-premise and cloud veterinary practice management system owned by Patterson Companies. Comparable core function (patient records, billing, scheduling) but serves a broader small/mixed animal base; competes in equine accounts that adopt generalist software.
Regional players
- Stable Secretary: Barn and equine management software for trainers, boarding facilities, and horse owners. Comparable on training/boarding facility workflow overlap (one of Wise Option's four modules), though more lightweight than full practice management.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Wise Option social profiles
Digital presenceWise Option compliance and trust
Trust signalCompliance3 records
Wise Option financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wise Option leadership team
Management profileNumber of profiles
Profiles8 records
Wise Option funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wise Option 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 Wise Option
What does Wise Option do?
Wise Option is a cloud-based SaaS equine management software platform that consolidates patient records, breeding management, billing, inventory, scheduling, and reporting into one system for veterinarians, breeders, trainers, and racetrack professionals. It is sold via monthly subscription with per-seat, per-user, and mobile device licenses, complemented by an annual mobile companion app and a privacy-first AI assistant (Wise Option Spark) for scribing and document generation. Implementation, training, and payment-processing services are available as ancillary offerings.
Is Wise Option a public or private company?
Wise Option is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Wise Option founded?
Wise Option was founded in 2004. It employs 1 to 10 people.
Where is Wise Option based?
Wise Option is headquartered in Frisco, United States, in the North America region.
How does Wise Option make money?
Two revenue lines are on record. SaaS Subscription is the primary driver. The others are professional Services (Ancillary).
Who are Wise Option's main competitors?
Direct peers on record are AlisVet, ezyVet and Stringsoft (Patterson). Emerging players are Hippo Manager, eVetPractice and Onward Vet. Broad incumbents are Cornerstone (IDEXX), ImproMed and AVImark. Stable Secretary is listed as a regional player.
Does Wise Option have an API?
No public API is recorded for Wise Option.
What industry is Wise Option in?
Wise Option's product category is Equine Practice Management Software. Its primary akta.pro industry code is HLAMAGAH, Clinical Decision Support & Workflow Automation (Protocols, Templates, AI Scribing), with a secondary code of HLAMAMAD, Veterinary Billing, Payments & Insurance Claims Software. Its NAICS code is 541511 and its SIC code is 7372.