What RevenueWell does

RevenueWell is a US-based, privately held SaaS company founded in 2010 and headquartered in the Chicago suburbs (Deerfield/Bannockburn/Buffalo Grove, IL) that operates an all-in-one dental marketing and patient engagement platform serving 11,200+ dental practices. The company was acquired by Marlin Equity Partners in January 2020 and acquired PBHS, a dental marketing services firm, in February 2021 to expand its full-service digital marketing capabilities. The platform is built exclusively for dental practices across seven verticals: general dentists, orthodontists, oral surgeons, periodontists, cosmetic dentists, endodontists, and pediatric dentists, plus Dental Service Organizations (DSOs) operating multi-location practices.

The core technology is a cloud-based patient engagement platform integrated with all major dental practice management systems (Dentrix, Eaglesoft, Open Dental, Denticon, WinOMS), featuring deep bidirectional data sync including write-back of custom patient data elements. The product suite includes the Patient Engagement Software (appointment reminders, two-way messaging, recalls, reactivation campaigns, online scheduling, online payments, reviews management, and a 100+ campaign template library), AI Receptionist (24/7 autonomous phone, SMS, and webchat handling with English/Spanish bilingual support), AI Insurance Verification (automated benefit checks across payer portals and EDI with MFA automation), Phone Systems (VoIP with PMS integration), Online Forms, Practice Insights, Teledentistry, and RevenueWell TV. The AI Receptionist is sold as both an integrated module and a standalone product (launched April 2025) that operates without PMS dependency.

RevenueWell generates revenue primarily through subscription-based software contracts (monthly or annual with free trials) plus full-service digital marketing agency offerings (SEO, PPC, social media, website design, branding, video). Distribution is through direct enterprise field sales, a dedicated DSO sales motion, PMS vendor channel partnerships, and a growing product-led self-service channel via the standalone AI Receptionist. Pricing is quote-based and not publicly disclosed. The company has 101-250 employees, is PE-backed (Marlin Equity Partners), and is led by CEO Katherine Shuman alongside founders Max Longin (CTO) and Serge Longin (former co-founder & CEO), with Dan Dal Degan serving as Executive Chairman.

Name

RevenueWell

Legal name

Revenue Well Systems, LLC

Website

https://revenuewell.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

101–250 employees

Short description

RevenueWell is a US-based SaaS company that provides an all-in-one dental marketing and patient engagement platform — including AI Receptionist, AI Insurance Verification, and digital marketing services — to 11,200+ dental practices and DSOs across general and specialty dentistry verticals.

Ownership category

akta.pro rank

Product category

Dental Practice Marketing and Patient Engagement Software

NAICS

Software Publishers (513210), Advertising Agencies (541810), Office Administrative Services (5611)

SIC

Services-Prepackaged Software (7372), Services-Advertising Agencies (7311)

akta.pro primary industry

Dental Support Services Organizations (Non-Clinical MSO/Back-Office Platforms) (HLABAKAN)

akta.pro secondary industries

Sales Enablement & Revenue Operations (RevOps) Tools & Services (BPAFAFAJ), Software/SaaS Subscriptions (Consumer & Prosumer) (CRAFAIAB)

Keywords

• Dental marketing software
• Patient engagement platform
• Dental practice automation
• Insurance verification software
• Dental digital marketing

Headquarters

HQ city

Deerfield

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Patient Engagement Software Subscription: Monthly or annual subscription-based access to RevenueWell's patient engagement platform including appointment reminders, two-way messaging, online scheduling, reviews management, and practice insights. Offered as strategic bundles tailored to dental practice needs.
2. AI Receptionist: AI-powered front desk solution available as standalone product or integrated with the broader platform. Provides 24/7 call coverage across phone, SMS, and website chat with multi-language support.
3. Digital Marketing Services: Comprehensive marketing packages including SEO, PPC advertising, social media, website design. Tailored packages for dental practices with 35+ years of industry experience.
4. Phone Systems: VoIP phone system for dental offices with personalized phone and text conversations, call recording, performance tracking, and PMS integration.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels10 records

Core offering

RevenueWell is a cloud-based dental marketing and patient engagement SaaS platform that combines patient communication automation, AI-powered front-office tools, and a full-service dental marketing agency. The platform integrates with major dental practice management systems (Dentrix, Eaglesoft, Open Dental, Denticon, WinOMS) and delivers recurring subscription software plus digital marketing services to dental practices and Dental Service Organizations.

Product overview

RevenueWell is an all-in-one dental marketing and patient engagement platform designed exclusively for dental practices. The platform operates as a unified system with the Patient Engagement Software as the core product, supported by AI-powered add-on modules including AI Receptionist (handling front desk operations 24/7 via phone, chat, and text), AI Insurance Verification (automating benefit verification prior to appointments), and Phone Systems (VoIP with caller ID and PMS integration). Additional modules include Online Scheduling, Online Forms, Appointment Reminders, Practice Insights, Reviews/Reputation Management, and Digital Marketing Services (SEO, PPC, social media, website design). The platform also offers Teledentistry Solutions, RevenueWell TV (waiting room content), Mobile App (On the Go), and Enterprise/DSO solutions for multi-location practices. All modules share deep integrations with practice management systems including Dentrix, Eaglesoft, Open Dental, Denticon, and WinOMS, plus CareCredit for patient financing.

Differentiator

Problem solved

Functional benefit

Products and services

• Patient Engagement Software / Dental Marketing Platform The core, all-in-one patient engagement and dental marketing platform that automates confirmations, reminders, two-way messaging, online scheduling, payments, reviews, recall/reactivation campaigns, and practice analytics. Designed as the unified hub for dental practices of all sizes and specialties, integrating with major dental practice management systems.
• AI Receptionist (Standalone) An AI-powered virtual receptionist that provides 24/7 coverage via phone, SMS, and website chat in English and Spanish. Handles scheduling, rescheduling, FAQs, appointment booking, and patient information collection with guardrails and routes out-of-scope items to staff. Offered standalone or integrated with the Marketing Platform.
• AI Insurance Verification AI-driven tool that automatically verifies patient insurance prior to appointments using payer portals and EDI, including past services and next eligible service dates. Uses automated multi-factor authentication to log into payer portals and validates 80% of appointments daily.
• Phone Systems A VoIP phone system for dental offices that delivers personalized phone and text conversations with patients, call recording, performance tracking, and integration with the patient engagement system and practice management systems.
• Online Scheduling Allows patients to book appointments 24/7 from the practice website, reducing front desk call volume. Supports custom appointment settings, GA4 Measurement ID tracking, and direct booking into the connected practice management system.
• Online Forms / Electronic Dental Forms Digital intake forms for medical history, consent forms, and custom fields that flow directly into the practice management system. Supports a tablet experience for in-office intake with write-back of custom data elements such as allergies or medical conditions.
• Appointment Reminders Automated appointment reminders delivered via calls, texts, and emails that reduce no-shows across multiple communication channels.
• Practice Insights Analytics dashboard that tracks production, campaign ROI, and key practice metrics in a single centralized location for dental practices and DSOs.
• Reviews / Reputation Management Automated review generation system that prompts happy patients for reviews and boosts local SEO to build credibility and trust for the dental practice.
• Digital Marketing Services Full-service dental marketing agency that delivers SEO, PPC advertising, social media management, website design, branding, and video marketing for dental practices. Sold as monthly and annual packages tailored to dental practice needs.
• Teledentistry Solutions Telehealth platform that enables virtual dental consultations and remote patient care when in-person visits are not convenient or possible.
• RevenueWell TV Waiting room video entertainment system with educational, lifestyle, and patient engagement content including infotainment playlists and practice-specific messaging.
• Dental Office Text Messaging HIPAA-compliant two-way texting platform with full conversation thread history, no character limits, and integration with the practice management system.
• Dental Practice Mobile App (On the Go) On the Go mobile application for iOS and Android that delivers full softphone functionality, appointment management, messaging, patient profiles, practice insights, and push notifications for remote and mobile practice staff.
• DSO / Enterprise Solutions Enterprise-tier offering for Dental Service Organizations and multi-location dental practices, providing centralized patient engagement and marketing tools with multi-site coordination, standardized workflows, and aggregated reporting.

Quantifiable outcome

• 445% average monthly ROI
• +8 more outcomes

Named customers4 records

Segments8 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability7 records

Feature6 records

Partnerships

Seven partnerships are on record, tiered core.

• Mila HealthcoreStrategic or Co-development Partner · 1 May 2025RevenueWell partnered with Mila Health in May 2025 for AI-assisted patient engagement. This partnership represents RevenueWell's strategic investment in AI capabilities for dental practices, enhancing patient communication and engagement through artificial intelligence.
• EaglesoftcoreTechnology or IntegrationDeep integration partnership that maintains consistent patient data across Eaglesoft and RevenueWell systems. Reduces manual data entry and busy work while improving patient care through synchronized information.
• DentrixcoreTechnology or IntegrationIntegration with Dentrix that protects appointment schedules while giving patients the option to schedule appointments online. Automates patient communications about upcoming appointments.
• Dentrix AscendcoreTechnology or IntegrationIntegration with Dentrix Ascend that automates workflows and reduces chances of keying in wrong patient information. Streamlines appointment and data management.
• Open DentalcoreTechnology or IntegrationDeep integration with Open Dental that automates intake and appointment processes. Patient information, PDFs, health history, and appointments sync directly to Open Dental with write-back of custom data elements.
• WinOMScoreTechnology or IntegrationIntegration with WinOMS that automates appointment processes and sends patients timely communications about upcoming appointments.
• CareCreditcoreTechnology or IntegrationCareCredit financing integration that shows which patients have CareCredit accounts or are pre-approved, processes applications and payments without leaving RevenueWell system. Helps communicate financing options to patients and increases case acceptance.

Scale indicators10 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Doctible: Doctible provides patient communication, reputation management, and practice growth tools specifically for dental practices. Comparable to RevenueWell's reviews, reminders, and reactivation modules targeting dental SMBs.
• Modento: Modento offers patient communication, paperless forms, online scheduling, and two-way texting for dental practices. A direct vertical competitor to RevenueWell's patient engagement and forms modules.
• Lighthouse 360 (Patterson Dental): Lighthouse 360 is Patterson Dental's patient communication and recall system for dental practices. A direct competitor offering appointment reminders, patient recall, and online reputation management exclusively for dentists, very similar to RevenueWell's core patient engagement offering.
• NexHealth: NexHealth is a patient experience platform offering online scheduling, digital forms, patient communication, and payments for dental and medical practices. Comparable to RevenueWell's online scheduling, forms, and patient engagement suite with similar PMS integrations.
• YAPI: YAPI is a dental practice automation platform offering patient communication, digital forms, automated reminders, and online reviews. Directly comparable to RevenueWell's patient engagement, reminders, and reviews modules in the dental vertical.
• Solutionreach: Solutionreach is a long-standing patient engagement and communication platform serving dental and medical practices. Directly comparable to RevenueWell's core patient engagement, reminders, two-way messaging, and reputation management offerings for the same SMB and mid-market dental customer base.
• Weave Communications: Weave provides patient communication, phone systems, and practice growth software to dental and medical practices. Highly comparable to RevenueWell's combined VoIP phone systems, two-way texting, and patient engagement modules targeting dental SMBs.
• Demandforce (Internet Brands): Demandforce is a patient communication and reputation management platform serving dental, medical, and vision practices. Closely comparable to RevenueWell's reviews, reminders, and recall/reactivation modules for dental practices.

Broad incumbents

• Tebra (formerly Kareo + PatientPop): Tebra is a practice management and patient experience platform serving medical and dental practices with scheduling, billing, and reputation management. A broader incumbent whose PatientPop platform directly overlaps with RevenueWell's marketing and patient acquisition offerings.
• Henry Schein One: Henry Schein One is a large dental practice management and marketing conglomerate (parent of Dentrix, Dentrix Ascend, and other platforms). A broad incumbent that competes and partners with RevenueWell via Dentrix integration while bundling its own patient engagement and marketing capabilities.

Market position

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/revenuewell
• YouTubeyoutube.com/c/Revenuewell
• Facebookfacebook.com/RevenueWell
• LinkedInlinkedin.com/company/revenuewell
• Instagraminstagram.com/revenuewell_grams

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about RevenueWell