Endpoint Strategy
Endpoint Strategy is a boutique clinical consulting firm that delivers personalized end-to-end clinical trial services—including trial design, EDC setup, regulatory support, and site management—to small and medium MedTech companies seeking FDA clearance, augmented by its inaugural membership in OpenClinica's CRO Partner Program.
- Company typePrivate
- Founded2020
- HeadquartersFort Lauderdale, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Endpoint Strategy does
Endpoint Strategy is a boutique clinical consulting firm headquartered in Fort Lauderdale, FL, that delivers personalized clinical trial management services to small and medium medical technology (MedTech) companies. Founded around 2020 by Sharon Branch and Michael Conditt, PhD, the firm provides end-to-end support across the clinical trial lifecycle, including trial design and execution, CRF design, EDC system setup, contracting, IRB support, day-to-day site management, sponsor communication, dashboards and reporting, CEC/DSMB support, and Trial Master File maintenance. Its target customers are MedTech innovators—often early-stage or growth-stage device companies seeking FDA clearance or market approval who lack internal clinical research infrastructure and need strategic guidance through complex regulatory and operational requirements. The firm positions itself as a strategic partner rather than a transactional vendor, emphasizing boutique client experience, transparency, and execution-focused guidance.
The firm's service offering is augmented by its inaugural membership in OpenClinica's CRO Partner Program, announced in January 2026, which allows Endpoint Strategy to deliver OpenClinica's unified eClinical platform—encompassing EDC, eCOA, eConsent, Randomization, EHR-to-EDC, Reporting & Analytics, and Recruit modules—to its MedTech clients. This combination of consulting expertise and platform delivery allows Endpoint Strategy to offer clients an integrated, platform-plus-services package that competes against fragmented multi-vendor arrangements. The firm reports having guided 50+ successful clinical projects, supported by 50+ years of combined founder experience spanning Sponsor, Site, and CRO perspectives, and operates primarily in the Southeast US with global delivery potential through its OpenClinica partnership.
Endpoint Strategy generates revenue through professional services fees on consulting engagements under a quote-based pricing model typical of boutique firms. Its go-to-market combines direct sales to MedTech clients with channel-driven demand from OpenClinica's customer base via the CRO Partner Program. The firm is privately held by its co-founders with no disclosed institutional investment, parent company, or M&A activity, and currently maintains a headcount in the 1–10 range.
Endpoint Strategy firmographics
Firmographics- Name
- Endpoint Strategy
- Legal name
- Endpoint LLC
- Website
- https://endpointstrategy.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Endpoint Strategy is a boutique clinical consulting firm that delivers personalized end-to-end clinical trial services—including trial design, EDC setup, regulatory support, and site management—to small and medium MedTech companies seeking FDA clearance, augmented by its inaugural membership in OpenClinica's CRO Partner Program.
- Ownership category
- akta.pro rank
Endpoint Strategy industry classification
Industry- Product category
- Clinical Research / Contract Research Organization (CRO) Services
- NAICS
- Management Consulting Services (54161), Scientific Research and Development Services (5417)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Clinical CROs (Phase I–IV) (HLAGAAAA)
- akta.pro secondary industry
- Patient Recruitment, Site Feasibility & Trial Enablement CROs (HLAGAAAI)
Keywords
Where Endpoint Strategy is headquartered
LocationHeadquarters
- HQ city
- Fort Lauderdale
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Endpoint Strategy business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Clinical Trial Consulting Services: The company provides personalized clinical trial consulting services including trial design, execution, and regulatory support for MedTech companies. Revenue is generated through professional service fees for consulting engagements.
Go-to-market motion2 records
Distribution channels2 records
Marketing channels3 records
Endpoint Strategy product offering
Product offeringCore offering
Endpoint Strategy is a boutique clinical consulting firm that delivers end-to-end clinical trial services for small and medium MedTech companies pursuing FDA clearance or post-market evidence. Engagements cover trial design, CRF and EDC system setup, IRB support, site management, sponsor communication, CEC/DSMB oversight, and Trial Master File maintenance. Through its inaugural membership in OpenClinica's CRO Partner Program, the firm also delivers OpenClinica's eClinical platform (EDC, eCOA, eConsent, Randomization, EHR-to-EDC, Reporting & Analytics, Recruit) to its clients.
Product overview
Endpoint Strategy operates as a boutique clinical consulting firm offering a modular suite of services tailored for small and medium MedTech organizations. The firm's portfolio centers on end-to-end clinical trial consulting spanning trial design, EDC system setup, CRF design, contracting, IRB support, day-to-day site management, sponsor communication, dashboards, reporting & analysis, CEC/DSMB support, and Trial Master File maintenance. Through its inaugural membership in OpenClinica's CRO Partner Program, Endpoint Strategy also delivers the OpenClinica eClinical platform—including EDC, eCOA, eConsent, Randomization, EHR-to-EDC, Reporting & Analytics, and Recruit—to its MedTech clients as a unified platform-plus-services offering.
Differentiator
Problem solved
Functional benefit
Products and services
- Clinical Trial Consulting for MedTech End-to-end boutique clinical trial consulting for small and medium MedTech organizations pursuing FDA clearance or post-market evidence, covering trial design and support, CRF design, EDC system setup, contracting, IRB support, day-to-day site management, sponsor communication, dashboards, reporting and analysis, CEC/DSMB support, and Trial Master File maintenance.
- OpenClinica eClinical Platform Delivery Delivery of OpenClinica's unified eClinical platform to MedTech clients through Endpoint Strategy's inaugural membership in OpenClinica's CRO Partner Program, including EDC, eCOA, eConsent, Randomization, EHR-to-EDC, Reporting & Analytics, and Recruit modules, offered with wholesale pricing, dedicated sandbox access, and Super User training.
Quantifiable outcome
- 50+ successful clinical projects guided
- +1 more outcomes
Companies that use Endpoint Strategy
Customer profileSegments2 records
Ideal customer profiles1 record
Endpoint Strategy technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Endpoint Strategy partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- OpenClinicacoreOpenClinica's CRO Partner Program enables partners like Endpoint Strategy to deliver OpenClinica's unified eClinical platform to their MedTech clients. The program offers wholesale pricing based on study volume, access to the complete product suite through a dedicated sandbox environment, Super User training, and joint marketing support. OpenClinica is actively expanding the Partner Program and invites qualified CROs to apply.
- OpenClinicacoreEndpoint Strategy is the inaugural member of OpenClinica's CRO Partner Program. This partnership provides Endpoint Strategy with wholesale pricing on OpenClinica's eClinical platform suite, including EDC, eCOA, eConsent, Randomization, EHR-to-EDC, Reporting & Analytics, and Recruit. The program includes dedicated training, sales enablement resources, and joint marketing support. Endpoint Strategy can now offer clients a unified eClinical platform with cost and time savings compared to fragmented solutions.
Scale indicators3 records
Recent moves4 records
Expansion highlights5 records
Endpoint Strategy competitors and assessment
Company assessmentBroad incumbents
- ICON plc: ICON is a top-tier global CRO with dedicated medical device and diagnostics operations. It overlaps with Endpoint on clinical operations, EDC implementation, and FDA-submission support for MedTech sponsors.
- IQVIA: IQVIA is the largest global CRO with broad therapeutic reach and dedicated MedTech/device capabilities. While much larger, it competes for the same growing-Medical-Device sponsor pipeline and has been expanding boutique-style service tiers.
- Medpace: Medpace is a mid-to-large CRO with strong medical device and cardiovascular franchises, offering full-service Phase I-IV operations. It competes with Endpoint for growing MedTech sponsors seeking boutique-style relationships backed by global infrastructure.
- Charles River Laboratories: Charles River is a global CRO/CDMO with a meaningful Medical Device and Biologics services business covering preclinical through clinical. It is a scaled incumbent overlapping with Endpoint's FDA-clearance support work for MedTech sponsors.
- Syneos Health: Syneos Health is a large biopharmaceutical and medical device CRO with end-to-end clinical development services. It competes with Endpoint for outsourced MedTech trial work and has scale advantages in site management and monitoring.
Direct peers
- Clinipace Worldwide: Clinipace is a mid-sized CRO with a notable MedTech and therapeutic-area focus, providing clinical operations, data management, and biostatistics. It competes with Endpoint for the same small-to-mid MedTech sponsor segment with similar service breadth.
- NAMSA: NAMSA is the largest CRO dedicated exclusively to MedTech, offering preclinical, clinical, and regulatory services for medical device and combination product sponsors. It is the most direct comparable to Endpoint Strategy given the same MedTech-only focus and FDA-clearance orientation, though at significantly larger scale.
- IMARC Research: IMARC Research is a MedTech-focused CRO serving small, mid-size, and start-up medical device and device combination product manufacturers with monitoring, project management, and regulatory services. Closely comparable to Endpoint in target customer and scale.
Others
- OpenClinica: OpenClinica is the eClinical platform vendor that Endpoint Strategy joined as its inaugural CRO Partner Program member. It is a key enabler/ecosystem partner rather than a direct competitor, supplying the EDC/eCOA/eConsent infrastructure Endpoint resells to MedTech sponsors.
Emerging players
- CROMSource: CROMSource is a mid-sized European-headquartered CRO with a strong medical device franchise and FSP offerings. It is comparable to Endpoint as a focused but scaled alternative serving MedTech sponsors.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights5 records
Customer concentration
Endpoint Strategy social profiles
Digital presenceEndpoint Strategy financial estimates
Financial estimateRevenue estimate
Valuation estimate
Endpoint Strategy leadership team
Management profileNumber of profiles
Profiles2 records
Endpoint Strategy funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Endpoint Strategy 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 Endpoint Strategy
What does Endpoint Strategy do?
Endpoint Strategy is a boutique clinical consulting firm that delivers end-to-end clinical trial services for small and medium MedTech companies pursuing FDA clearance or post-market evidence. Engagements cover trial design, CRF and EDC system setup, IRB support, site management, sponsor communication, CEC/DSMB oversight, and Trial Master File maintenance. Through its inaugural membership in OpenClinica's CRO Partner Program, the firm also delivers OpenClinica's eClinical platform (EDC, eCOA, eConsent, Randomization, EHR-to-EDC, Reporting & Analytics, Recruit) to its clients.
Is Endpoint Strategy a public or private company?
Endpoint Strategy is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Endpoint Strategy founded?
Endpoint Strategy was founded in 2020. It employs 1 to 10 people.
Where is Endpoint Strategy based?
Endpoint Strategy is headquartered in Fort Lauderdale, United States, in the North America region.
How does Endpoint Strategy make money?
One revenue line is on record: clinical Trial Consulting Services.
Who are Endpoint Strategy's main competitors?
Broad incumbents on record are ICON plc, IQVIA, Medpace, Charles River Laboratories and Syneos Health. Direct peers are Clinipace Worldwide, NAMSA and IMARC Research. OpenClinica is listed as an others. CROMSource is listed as an emerging player.
Does Endpoint Strategy have an API?
No public API is recorded for Endpoint Strategy.
What industry is Endpoint Strategy in?
Endpoint Strategy's product category is Clinical Research / Contract Research Organization (CRO) Services. Its primary akta.pro industry code is HLAGAAAA, Clinical CROs (Phase I–IV), with a secondary code of HLAGAAAI, Patient Recruitment, Site Feasibility & Trial Enablement CROs. Its NAICS code is 54161 and its SIC code is 8742.