What OptaFi does

OptaFi is a healthcare-focused cloud transformation services and technology company that helps hospitals, health systems, payers, and life sciences organizations migrate, modernize, and operate their IT environments — particularly Electronic Health Record (EHR/EMR) workloads — across AWS, Azure, and hybrid cloud platforms. Its core proprietary technology is OptaCore, a multi-cloud automation platform launched in February 2026 that automates infrastructure design, staging, approval, deployment, and lifecycle governance for regulated healthcare workloads, including parsing of Epic's CSG documents to auto-generate production, development, and staging environments. The company complements OptaCore with a patented zero-trust Cloud Security Framework (granted July 2024), five patents in total, and an integrated services portfolio covering cloud hosting and managed services, cloud migration and modernization, security services, and specialized offerings such as Epic Isolated Recovery Environments (IRE), clinical research platforms, and a Data Analytics and A.I. module. Compliance posture spans HIPAA, HITECH, HITRUST CSF, NIST 800-53, CIS, GDPR, and SOC 2 Type 2.

OptaFi monetizes through a blend of recurring 24x7 SLA-driven managed services subscriptions and project-based or multi-year professional services contracts for migration, modernization, and security engagements. Pricing is not publicly disclosed and is sold via contact-based enterprise quoting. Go-to-market is direct enterprise field sales targeting healthcare CIOs and CTOs, supported by thought-leadership content, webinars (including Scottsdale Institute engagements), analyst relations (HFS Research), and earned media coverage. Customers disclosed by name are Sentara Healthcare and Franciscan Health Alliance, with five successful full production EMR deployments completed as of January 2025.

OptaFi was established in 2022 as a joint venture between Sentara Healthcare (a 12-hospital, 30,000-employee nonprofit system in Norfolk, Virginia) and Infinite Computer Solutions (a global IT services firm headquartered in Rockville, Maryland), spinning out the cloud migration methodology refined through Sentara's own multi-year journey that moved approximately 80% of its health system and health plan operations to the cloud. The company is headquartered in Virginia Beach, Virginia, employs 101-250 people, and is led by CEO Scott Mayo alongside leadership drawn from both parent organizations.

Name

OptaFi

Legal name

OptaFi, LLC

Website

https://optafi.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

11–50 employees

Short description

OptaFi is a healthcare-focused cloud transformation company that helps hospitals, health systems, payers, and life sciences organizations migrate, modernize, and operate EHR and regulated workloads on AWS and Azure, anchored by its OptaCore multi-cloud automation platform.

Ownership category

akta.pro rank

Product category

Healthcare Cloud Transformation Services

NAICS

Computer Systems Design Services (541512), Computer Facilities Management Services (541513), Computer Systems Design and Related Services (54151)

SIC

Services-Computer Integrated Systems Design (7373), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Cloud Architecture & Migration Integration (BPAEAAAH)

akta.pro secondary industries

Multi-Cloud & Hybrid Cloud Enablement (BPAEACAK), Cloud Managed Services (Operations, Monitoring, Patching) (BPAEACAF), Cloud Landing Zone & Architecture (Network, IAM, Governance) (BPAEACAE), Cloud Strategy, Assessment & Roadmap (BPAEACAA)

Keywords

• Healthcare cloud transformation
• Managed cloud services
• Cloud migration consulting
• Multi-cloud automation
• Healthcare cybersecurity

Headquarters

HQ city

Virginia Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Managed Cloud Services: Comprehensive 24x7 SLA-driven cloud hosting and managed services. Platform agnostic (AWS, Azure, Hybrid). Inclusive of BC/DR, EMR systems management, and best-of-breed infrastructure connectivity. Offered as fully managed, blended, or supplemental options. Revenue recognized on a recurring subscription/SLA basis.
2. Cloud Migration and Modernization Services: Professional services for end-to-end cloud migration including strategy consulting, application portfolio modernization, EMR/PACS migration, and post go-live optimization. Includes workforce development, FinOps, and cloud operations consulting. Revenue is project-based or contracted on multi-year terms.
3. Security and Compliance Services: NIST, HiTrust, CIS compliant security assessments, penetration testing, regulatory and compliance consulting, and SOC services. Delivered as standalone consulting engagements or bundled with managed services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

OptaFi delivers end-to-end healthcare cloud transformation spanning cloud strategy consulting, cloud migration and modernization, 24x7 SLA-driven cloud hosting and managed services, and zero trust security services across AWS, Azure, and hybrid environments. The offering is anchored by OptaCore, a proprietary multi-cloud automation platform that automates infrastructure design, staging, approval, deployment, and lifecycle governance for EHR and mission-critical healthcare workloads, including automated EHR CSG import and Epic Isolated Recovery Environment (IRE) deployment. All services are purpose-built for healthcare providers, payers, and life sciences organizations.

Product overview

OptaFi is a unified healthcare cloud transformation platform built around managed services and proprietary tooling. The core portfolio centers on OptaCore, a multi-cloud automation platform for healthcare infrastructure governance, complemented by cloud hosting and managed services supporting AWS, Azure, and hybrid deployments. Additional offerings include cloud strategy consulting, migration and modernization services, security services, and specialized solutions for EMR systems, clinical research, and data analytics. All services are designed for healthcare organizations seeking to migrate and optimize their cloud environments.

Differentiator

Problem solved

Functional benefit

Products and services

• Cloud Hosting and Managed Services Comprehensive 24x7 SLA-driven cloud hosting and management services supporting AWS, Azure, and hybrid cloud deployments, including business continuity and disaster recovery (BC/DR) capabilities for healthcare organizations. Offered as fully managed, blended, or supplemental options with inclusive EMR systems management and best-of-breed infrastructure connectivity.
• OptaCore Multi-Cloud Automation Platform Proprietary multi-cloud automation platform enabling automated infrastructure design, staging, approval, deployment, and lifecycle governance across AWS and Azure for EHR and mission-critical healthcare environments. Includes EHR CSG import that auto-generates production, development, and staging infrastructure; DR and IRE deployment across clouds; built-in governance with drift detection, cost monitoring, and audit visibility; and reusable templates for consistent compliant multi-cloud builds.
• Cloud Strategy Consulting Complete lifecycle cloud strategy consulting services including cloud readiness assessment, application portfolio modernization, network resiliency and BC/DR assessment, datacenter strategy, and IT operational cost analysis. Supports healthcare organizations at any stage of their cloud journey.
• Cloud Migration and Modernization Holistic cloud migration and optimization services for healthcare technology including EMR, PACS, and ancillary systems, leveraging proven Infrastructure as Code (IaC) tools and patented frameworks compliant with NIST and CIS security best practices. Includes post go-live optimization, workforce development, FinOps, and cloud operations consulting.
• Security Services NIST, HiTrust, and CIS compliant zero trust security services with multi-layered cloud security architecture, including security assessments, network penetration testing, regulatory and compliance consulting, and SOC services. Includes the patented July 2024 zero trust, least privilege framework with automated provisioning and management of security and networking.

Quantifiable outcome

• Five successful full production EMR deployments as of January 2025
• +3 more outcomes

Named customers2 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

Feature4 records

Partnerships

Three partnerships are on record, tiered core.

• Microsoft AzurecoreTechnology or IntegrationMicrosoft Azure is OptaFi's primary cloud platform partner. OptaFi has completed Epic EMR deployments on Azure and was featured in an Epic to Microsoft Azure video panel. OptaFi helps healthcare organizations move Epic and associated platforms to Azure, benefiting from reduced operating costs, increased flexibility and scalability, and GenAI readiness. Azure is the primary cloud platform used in multiple customer deployments including Franciscan Health.
• Amazon Web Services (AWS)coreTechnology or IntegrationAWS is listed as a core technology partner alongside Microsoft Azure. OptaFi's OptaCore platform supports multi-cloud deployment across both AWS and Azure. AWS is used for DR and IRE environments (isolated recovery environments are deployed on a separate cloud provider from the primary for cyber resiliency).
• Epic SystemscoreTechnology or IntegrationEpic Systems is OptaFi's primary EHR platform partner. OptaFi was one of the first to operationalize and certify an Epic EMR platform in the cloud. The company has completed five full production Epic EMR deployments. OptaFi collaborated with Epic, Microsoft, and Infinite to complete the Franciscan Health migration. Epic's Isolated Recovery Environment (IRE) is a key solution OptaFi delivers to healthcare clients.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Avaap: Avaap is a healthcare technology and analytics consultancy with strong Epic specialization and cloud transformation services. Direct competitor for Epic migration and cloud hosting engagements at mid-to-large health systems, with overlapping managed services offerings.
• Pivot Point Consulting: Pivot Point Consulting is a healthcare IT consultancy providing Epic/Cerner implementation, cloud migration, and managed services. Direct peer in healthcare-focused EHR-to-cloud work with similar vendor alignment and enterprise provider customer base.
• Cloudticity: Cloudticity is a healthcare-focused managed cloud services provider that runs HITRUST-certified environments on AWS and Azure for providers, payers, and life sciences. It is the closest direct peer to OptaFi given the overlap in healthcare-only cloud managed services, regulatory frameworks, and multi-cloud deployment capabilities.
• Impact Advisors: Impact Advisors is a healthcare IT consulting firm delivering EHR implementations, cloud strategy, and managed services to large health systems. Comparable to OptaFi in provider-focused advisory and implementation work, though broader in scope beyond cloud transformation.
• Nordic Global: Nordic is one of the largest healthcare-focused IT consulting firms, with deep Epic implementation and cloud migration practices. Comparable to OptaFi in healthcare-only positioning and Epic migration delivery, though Nordic operates at significantly larger scale across advisory, managed services, and EHR implementations.

Broad incumbents

• Accenture (Healthcare Cloud Practice): Accenture operates a large healthcare cloud transformation practice serving providers, payers, and life sciences globally. Broad incumbent competing for the same large health system cloud migration budgets, with deeper bench but less healthcare-only specialization than OptaFi.
• Cognizant (Healthcare Practice): Cognizant has a substantial healthcare cloud and digital transformation practice serving payers and providers globally. Competes on large multi-year healthcare IT modernization deals, with comparable Epic/cloud capabilities but a much broader portfolio across industries.
• Deloitte (Healthcare Cloud Practice): Deloitte's healthcare technology practice delivers cloud strategy, EHR modernization, and managed services to large health systems. Competes with OptaFi on enterprise transformation mandates, differentiated by consulting breadth rather than healthcare-cloud specialization.

Emerging players

• Health Catalyst: Health Catalyst provides healthcare data and analytics infrastructure, increasingly overlapping with OptaFi's data analytics and AI offerings on cloud platforms. Comparable in healthcare-only focus and cloud-native delivery, but specialized in analytics rather than infrastructure migration.
• Slalom (Healthcare Practice): Slalom's healthcare practice delivers cloud strategy, data platform modernization, and Epic-adjacent consulting to health systems and payers. Emerging peer competing in the same healthcare cloud transformation RFP space with a regional delivery model and growing cloud engineering bench.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/optafi

Compliance11 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

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 OptaFi