What Trio Health does

Trio Health is a privately held healthcare data and analytics company founded in 2013 by Brent Clough and Yoori Lee, headquartered in Louisville, Colorado. The company operates a proprietary data curation technology called TrioTransform that ingests fragmented, unstructured electronic medical record (EMR) data from strategic aggregator partnerships providing access to over 150 million patients across 200+ specialties, and transforms it through a four-stage process (Ingestion, Definition, Enhancement, Curation) guided by disease-specific physician experts into regulatory-grade, analytics-ready datasets.

The company's product portfolio is built around TrioTransform and includes four commercial modules: Disease or Drug-Based EMR Data Licensing (structured data delivered in databases, CSV, or JSON at customizable refresh cadences), Existing EMR Data Transformation (outsourced curation of third-party EMR datasets), Trio360 (end-to-end real-world evidence analytics and consulting), and Custom Patient Registry Development (powered by the Patient360 Platform with consent-based medical record retrieval and patient-reported outcomes via mobile). The platform integrates EMR-claims data linkage via the Datavant Platform with HIPAA certification, and achieves at least 200% improvement in disease-critical lab result completeness through enhanced mapping.

Trio Health generates revenue through enterprise contract-based pricing across three customer verticals: biopharma companies (RWE generation across the product lifecycle), healthcare providers and physicians (treatment pathway optimization and revenue opportunity identification), and payers (claims analysis for coverage and contracting decisions). The go-to-market is consultative enterprise field sales with multi-year contracts and customized solutions; no self-serve or SMB channels exist. Disease-specific Scientific Steering Committees staffed with Key Opinion Leaders from Harvard, Johns Hopkins, UCLA, and Mayo Clinic provide scientific credibility across therapeutic areas including HCV/HBV/NASH, Immunology, PAH/IPF, HIV, Hyperlipidemia, and HAE. The company holds SOC 2 Type 2 and HIPAA certifications and has authored 225+ peer-reviewed publications since inception.

Name

Trio Health

Legal name

Trio Health Advisory Group, Inc.

Website

https://triohealth.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

51–100 employees

Short description

Trio Health is a privately held healthcare data company that transforms fragmented EMR data into curated, disease-specific real-world evidence datasets for biopharma companies, healthcare providers, and payers via its proprietary TrioTransform platform.

Ownership category

akta.pro rank

Product category

Real-World Evidence Analytics

NAICS

Software Publishers (5132)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Processing & Data Preparation (7374)

akta.pro primary industry

Clinical Data Repositories (CDR) & Longitudinal Patient Records (HLACAIAH)

akta.pro secondary industries

Healthcare Terminology, Ontology & Code Set Management (SNOMED/LOINC/ICD/RxNorm) (HLACAIAF), Patient Chart Abstraction, Data Migration & EHR Archiving/Decommissioning (HLACAAAM), Consent, Preference & Data Rights Management (incl. HIPAA/GDPR support) (HLACAIAG)

Keywords

• EMR data curation
• Real-world evidence analytics
• Clinical data licensing
• Patient registry development
• Biopharma consulting services

Headquarters

HQ city

La Jolla

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Disease or Drug-Based EMR Data Licensing: Licensing of curated, structured EMR data refreshed at customizable cadence (monthly, quarterly, or on-demand) and delivered in client's desired format (database, CSV, JSON). Revenue generated through data licensing fees based on scope, refresh frequency, and delivery format.
2. Outsourced EMR Data Transformation Services: Services to curate, clean, and enhance raw EMR data from third-party vendors. Tailored transformation of existing purchased EMR data for disease- or drug-specific structuring, RWE optimization, or cohort refinement.
3. Trio360 Analytics and Consulting: End-to-end real-world data analytics and consulting services including study design, custom insights, protocol development, statistical modeling, medical writing, publication support, and custom patient registries. Includes interactive dashboards and data visualizations.
4. Custom Patient Registry Development: Full-service solution combining technology infrastructure, patient recruitment, real-time analytics, and patient-reported outcomes via mobile applications for disease-specific registries.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Trio Health curates and licenses structured, disease-specific electronic medical record (EMR) data through its proprietary TrioTransform process and delivers it alongside end-to-end real-world evidence analytics, consulting, and custom patient registry development. Offerings include Disease or Drug-Based Data Licensing, Existing EMR Data Transformation, the Trio360 analytics and consulting service, and Custom Patient Registry Development powered by the Patient360 Platform.

Product overview

Trio Health offers a platform-plus-modules architecture centered on TrioTransform, its proprietary next-generation EMR data curation process. TrioTransform serves as the core technology powering all solutions, transforming fragmented EMR data into comprehensive, disease-specific datasets. The product portfolio includes four integrated modules: Disease or Drug-Based Data Licensing for direct access to transformed EMR data; Existing EMR Data Transformation for outsourced curation of third-party EMR data; Trio360 for end-to-end analytics and consulting; and Custom Patient Registry Development for building disease-specific patient registries powered by the Patient360 Platform technology. All solutions are designed for life sciences organizations seeking real-world evidence across the pharmaceutical product lifecycle.

Differentiator

Problem solved

Functional benefit

Products and services

• TrioTransform Proprietary four-stage EMR data curation platform (Ingestion, Definition, Enhancement, Curation) that transforms fragmented, unstructured EMR data into disease-specific, analytics-ready datasets for biopharma, providers, and payers.
• Disease or Drug-Based Data Licensing Subscription-based licensing of curated disease- or drug-specific EMR datasets refreshed at customizable cadences (monthly, quarterly, or on-demand) and delivered in analytics-ready formats such as databases, CSV, JSON, or custom configurations.
• Existing EMR Data Transformation Professional service that curates, cleans, and enhances raw EMR data already purchased from third-party vendors so it is structured, standardized, and optimized for advanced analytics, AI/ML models, and predictive research workflows.
• Trio360 End-to-end real-world data analytics and consulting service offering custom insights, protocol development, advanced analytics, data visualization, custom patient registries, and expert consulting across the pharmaceutical product lifecycle.
• Custom Patient Registry Development Full-service solution combining technology infrastructure, patient recruitment, consent support, medical record collection, real-time reporting, and patient-reported outcomes via mobile applications to build disease-specific patient registries.
• Patient360 Platform Platform enabling consent-based, full medical record retrieval for registry patients with rapid, remote chart collection, real-time data access, and analytics.

Quantifiable outcome

• 225+ peer-reviewed publications authored since 2013
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability7 records

Feature6 records

Partnerships

Six partnerships are on record, tiered core.

• EMR Data AggregatorscoreTechnology or IntegrationStrategic partnerships with EMR data aggregators providing direct access to over 150 million patients and their full clinical history including PHI. Aggregators procure data securely from National Integrated Delivery Networks (IDNs), Academic Medical Centers, and Community/Specialty Practice Networks.
• National Integrated Delivery Networks (IDNs)coreTechnology or IntegrationPartnership with National IDNs as data source partners for EMR data aggregation, contributing to the diverse, geographically representative national data network covering 200+ specialties.
• Academic Medical Centers and Health SystemscoreTechnology or IntegrationPartnership with Academic Medical Centers and Health Systems as data source partners for secure EMR data procurement, part of strategic aggregator network.
• Community and Specialty Practice NetworkscoreTechnology or IntegrationPartnership with Community and Specialty Practice Networks as data source partners for EMR data aggregation, contributing geographic and specialty diversity to the data network.
• Claims Data VendorscoreTechnology or IntegrationStrategic partnerships with the largest and most sophisticated claims data vendors enabling EMR-claims data overlap for clients. High-rate of overlap with all major claims providers through tokenized linkage.
• DatavantcoreTechnology or IntegrationData tokenization through the Datavant Platform enabling HIPAA-certified combined EMR and claims datasets with high overlap rates across major claims providers.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• HealthVerity: HealthVerity offers healthcare data synchronization and linkage infrastructure including EMR, claims, and lab data for life sciences. Trio uses Datavant for similar linkage, but HealthVerity is a direct competitor in providing integrated patient-level datasets to biopharma.
• Flatiron Health: Flatiron Health (acquired by Roche) curates EMR data for oncology real-world evidence and clinical research. It shares Trio's core approach of transforming unstructured clinical data into structured, analytics-ready datasets for biopharma, with comparable disease-specific curation capabilities.
• Komodo Health: Komodo Health operates a healthcare data platform serving biopharma with patient-level insights, similar to Trio's real-world evidence mission. Both companies curate longitudinal patient journeys from disparate data sources to support life sciences commercial and clinical decisions. Dave Bitner, Trio's CCO, previously led consulting and BD at Komodo, underscoring direct overlap.
• ConcertAI: ConcertAI provides real-world evidence and AI-driven analytics to biopharma, with strong oncology focus. Trio and ConcertAI both compete for biopharma RWE budgets by offering curated longitudinal patient datasets and supporting regulatory-grade evidence generation.
• Cota Healthcare: Cota Healthcare curates oncology-specific EMR data into longitudinal patient records for biopharma and providers, similar to Trio's disease-specific approach. Both companies focus on transforming fragmented clinical data into structured, regulatory-grade datasets for evidence generation.
• Aetion: Aetion provides real-world evidence analytics software and services to biopharma and regulators, including FDA collaborations on RWE. Trio overlaps with Aetion in RWE generation, regulatory-grade datasets, and biopharma evidence generation use cases across the product lifecycle.

Others

• Datavant: Datavant provides the de-identification and tokenization infrastructure Trio uses to link EMR and claims datasets. While Datavant is more infrastructure-focused and less of a direct competitor, both companies serve overlapping biopharma customers pursuing integrated real-world evidence.

Broad incumbents

• IQVIA: IQVIA is the largest life sciences data and services company, offering RWE, real-world data, and analytics across the pharmaceutical lifecycle. Trio competes with IQVIA's real-world data solutions as a specialized, disease-focused alternative for biopharma customers seeking more curated longitudinal datasets.
• Tempus Labs: Tempus combines multi-modal patient data (clinical, molecular, imaging) with AI to support precision medicine and biopharma R&D. Trio overlaps with Tempus in providing curated EMR data and real-world evidence to life sciences, though Tempus emphasizes molecular data and is significantly larger.
• Medidata Solutions: Medidata (Dassault Systèmes) offers clinical trial and real-world data platforms serving biopharma across the product lifecycle. Trio's clinical research and registry offerings overlap with Medidata's expanding RWE capabilities, particularly in protocol development and study analytics.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/trio-health

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds1 record

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 Trio Health