Wellworth
Wellworth is a New York-based healthcare advisory firm serving family offices and high-net-worth individuals through retainer-based services, including its LiveWell longevity program, medical navigation, crisis response, and insurance optimization, delivered by a multidisciplinary physician-led team.
- Company typePrivate
- Founded2016
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Wellworth does
Wellworth is a privately held, New York-based healthcare advisory firm founded in 2016 by John M. Samuels, MPH, targeting family offices and high-net-worth individuals who require expert navigation of complex medical, mental health, aging, and insurance-related decisions. The firm operates on a retainer model, offering a 50-hour tier for family offices (which they pass through to their clients) and a 12-hour tier for individuals and families, with multi-year contracts. Its service portfolio centers on two sub-brands, LiveWell (a physician-led longevity and healthspan program combining advanced health data and AI-powered insights with clinical expertise) and WellCoach (premium clinically-informed wellness coaching), supported by adjacent offerings including personalized health assessments, medical navigation, crisis response, healthcare-wealthcare integration, and health insurance decision support.
The core differentiator is a multidisciplinary clinical team (physicians, nurse practitioners, social workers) that conducts weekly "multidisciplinary rounds" modeled on hospital care coordination, applying LEAN and Six Sigma processes to physician selection and care planning. The team brings nearly 100 years of combined patient care experience, drawing on founder-level tenure at Northwell Health and Mount Sinai Beth Israel, and offers 24/7 availability for crisis response. Wellworth emphasizes unbiased, conflict-free provider referrals with no contractual ties to facilities or physicians, positioning itself as a "healthcare quarterback" integrated into a "triangle of support" alongside wealth advisors and legal/estate attorneys.
Wellworth is founder-owned with no disclosed institutional investment, 14 employees, and a single New York headquarters, serving clients nationally. Distribution is primarily direct enterprise sales to family offices and HNW referrals, supplemented by content marketing (bi-weekly newsletter, blog), webinars ("Healthy, Wealthy and Wise" series), earned media (Forbes contributor, Crain Currency, Institutional Investor features), and speaking engagements by the CEO at wealth management conferences. Revenue is not publicly disclosed, and the firm has not raised external funding.
Wellworth firmographics
Firmographics- Name
- Wellworth
- Legal name
- Wellworth
- Website
- https://wellworthadvisors.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Wellworth is a New York-based healthcare advisory firm serving family offices and high-net-worth individuals through retainer-based services, including its LiveWell longevity program, medical navigation, crisis response, and insurance optimization, delivered by a multidisciplinary physician-led team.
- Ownership category
- akta.pro rank
Wellworth industry classification
Industry- Product category
- Healthcare Advisory Services
- NAICS
- Services for the Elderly and Persons with Disabilities (62412)
- SIC
- Services-Misc Health & Allied Services, Nec (8090)
- akta.pro primary industry
- Housing & Placement Coordination (Assisted Living, Memory Care, SNF) (HSABAIAL)
Keywords
Where Wellworth is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Wellworth business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Advisory Retainers: Wellworth offers advisory services through retainer arrangements. Family offices purchase 50-hour advisory retainers which they pass on to clients. Individuals and families can purchase 12-hour retainers. Retainers cover comprehensive health advisory services including care navigation, provider coordination, and crisis support.
- Speaking Engagements: CEO John Samuels generates revenue through speaking engagements at industry organizations, wealth firms, family offices, and their clients. Topics include health advisory, healthcare trends, and COVID-19.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Family Office Retainer - 50-hour engagement |
| Subscription | Multi-year contract | Individual/Family Retainer - 12-hour engagement |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels6 records
Wellworth product offering
Product offeringCore offering
Wellworth is a healthcare advisory firm that advises family offices and high-net-worth individuals on navigating complex medical, mental health, aging, and insurance decisions. Services are delivered through retainer engagements (50-hour family office retainers and 12-hour individual/family retainers) and include the LiveWell physician-led longevity and healthspan program, the WellCoach premium wellness coaching service, personalized health assessments, medical navigation, crisis response, and health insurance decision support.
Product overview
Wellworth is a healthcare advisory firm offering a portfolio of interconnected services centered around LiveWell (physician-led longevity and healthspan program combining advanced health data and AI-powered insights) and WellCoach (premium wellness coaching). These core offerings are supported by complementary services including personalized health assessment, medical navigation, crisis response, healthcare-wealthcare integration, and health insurance decision support. The company serves family offices and high-net-worth individuals, positioning itself at the intersection of health and wealth management.
Differentiator
Problem solved
Functional benefit
Brands
- LiveWell: Wellworth's physician-led longevity and healthspan program that combines advanced health data, AI-powered insights, and clinical expertise to identify risks, optimize wellness, and support healthier living.
- WellCoach
Products and services
- LiveWell
Quantifiable outcome
- Saved $108,000 annually for a client by switching to a different health insurance plan that covered their son's $9,000/month medication
- +2 more outcomes
Companies that use Wellworth
Customer profileNamed customers7 records
Segments5 records
Ideal customer profiles4 records
Wellworth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Wellworth partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- Family Offices (Client/Referral Network)coreMany family offices buy advisory hours from Wellworth, which they then pass on to clients. Other times they refer family members with more in-depth healthcare needs directly to Wellworth. Healthcare issues are often intertwined with financial and legal issues, so financial, legal, and healthcare advisors partner to look out for families' best interests.
- Wealth Advisors and Financial PlannerscoreWealth advisors and financial planners refer clients to Wellworth and integrate health advisory into financial planning. The 'triangle of support' involves wealth advisors, attorneys, and health advisors working together. Wealth advisors know available resources and help clients make informed financial decisions while health advisors navigate healthcare needs.
- Legal Advisors and AttorneyscoreAttorneys handle trusts, estates, wills, and legal documents that become important as clients age. They partner with Wellworth to provide comprehensive support through the 'triangle of support' model where health, wealth, and legal advisors work together to manage client risks.
- Concierge PhysicianscoreWellworth offers concierge physicians a unique opportunity to expand their practice beyond traditional limits. Advisory services provide support to handle complex cases and patients with intricate medical needs. Wellworth has a robust, trusted network of specialists and programs that extend concierge physicians' access to exceptional providers.
Scale indicators3 records
Recent moves5 records
Expansion highlights5 records
Wellworth competitors and assessment
Company assessmentBroad incumbents
- Privia Health: Privia Health is a large physician enablement and medical group platform serving value-based and concierge care arrangements, providing another scaled, multi-state infrastructure option for premium care delivery.
- MDVIP: MDVIP runs a large national network of concierge primary care physicians serving HNW patients with personalized access and preventive focus, overlapping with Wellworth's premium primary care and longevity positioning.
- Specialdocs Consultants: Specialdocs transitions physicians to concierge models with personalized care and enhanced access, addressing the same elite-patient, premium-service market that Wellworth targets.
- Included Health: Included Health combines virtual primary care, mental health, and care navigation for employers and health plans, operating at scale in the same healthcare advisory and navigation category Wellworth addresses for HNW clients.
- Concierge Choice Physicians (CCP): CCP helps physicians launch and operate hybrid concierge practices, an established model in the HNW primary care space that competes for the same premium patient relationships Wellworth serves.
Direct peers
- PinnacleCare: PinnacleCare is a private health advisory firm serving high-net-worth individuals and corporate clients with care navigation, second opinions, and medical advocacy—directly comparable to Wellworth's retainer-based healthcare quarterback model.
- WorldClinic: WorldClinic provides 24/7 concierge medical advisory and telemedicine to families, executives, and family offices, mirroring Wellworth's around-the-clock care coordination and specialist navigation for elite clients.
- Sollis Health: Sollis Health operates private, membership-based medical centers offering 24/7 access, care coordination, and specialist referrals to HNW individuals and families in major U.S. cities—a competing care-navigation and concierge model.
Emerging players
- Castle Connolly Top Doctors: Castle Connolly provides a curated physician-finder and Top Doctor directory used by HNW patients seeking best-in-class specialists, an adjacent service to Wellworth's provider-navigation offering.
- Health Advocate (member services): Health Advocate offers healthcare advocacy and navigation services to employees and members of health plans and employers, partially overlapping with Wellworth's care-coordination scope.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Wellworth social profiles
Digital presenceWellworth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wellworth leadership team
Management profileNumber of profiles
Profiles10 records
Wellworth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wellworth 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 Wellworth
What does Wellworth do?
Wellworth is a healthcare advisory firm that advises family offices and high-net-worth individuals on navigating complex medical, mental health, aging, and insurance decisions. Services are delivered through retainer engagements (50-hour family office retainers and 12-hour individual/family retainers) and include the LiveWell physician-led longevity and healthspan program, the WellCoach premium wellness coaching service, personalized health assessments, medical navigation, crisis response, and health insurance decision support.
Is Wellworth a public or private company?
Wellworth is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Wellworth founded?
Wellworth was founded in 2016. It employs 11 to 50 people.
Where is Wellworth based?
Wellworth is headquartered in New York, United States, in the North America region.
How does Wellworth make money?
Two revenue lines are on record. Advisory Retainers are the primary driver. The others are speaking Engagements.
Who are Wellworth's main competitors?
Broad incumbents on record are Privia Health, MDVIP, Specialdocs Consultants, Included Health and Concierge Choice Physicians (CCP). Direct peers are PinnacleCare, WorldClinic and Sollis Health. Emerging players are Castle Connolly Top Doctors and Health Advocate (member services).
Does Wellworth have an API?
No public API is recorded for Wellworth.
What industry is Wellworth in?
Wellworth's product category is Healthcare Advisory Services. Its primary akta.pro industry code is HSABAIAL, Housing & Placement Coordination (Assisted Living, Memory Care, SNF). Its NAICS code is 62412 and its SIC code is 8090.