Overview
Connections
Salaries
Products
People
Growth
Offices
Financials

Funding and backers

Total raised
$74.4M
7 rounds on record
Latest round
$36.4M
Venture round · Dec 2023 · 2 yr ago
Team
101
US Form 5500 (plan participants) · Dec 2024
Backers
1
Patriot Financial Partners
The money's age
Long since its last round
34 months since the last round · not hiring
Momentum
0/100
no fresh signals
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
Jun 1 Took on debt financing $13M · SEC Form D Mar 10, 2025 Took on debt financing $15M · SEC Form D Dec 7, 2023 Raised a round Venture round $36.4M · SEC Form D Dec 22, 2021 Raised a round Venture round $32.1M · SEC Form D Oct 31, 2020 Raised a round Convertible Note $3.9M · SEC Form D Apr 13, 2018 Raised a round Venture round $1M · SEC Form D Jul 24, 2017 Raised a round Venture round $1M · SEC Form D 2017 Founded
Funding rounds
RoundDateAmountInvestorsSource
Debt Financing Jun 2026 $13M — SEC Form D
Debt Financing Mar 2025 $15M — SEC Form D
Venture round Dec 2023 $36.4M — SEC Form D
Venture round Dec 2021 $32.1M — SEC Form D
Convertible Note Oct 2020 $3.9M — SEC Form D
Venture round Apr 2018 $1M — SEC Form D
Venture round Jul 2017 $1M — SEC Form D
Registers and programsofficial lists and records that name the company
Legal entity PatientFi, LLC SEC Form D
Founders and leadersfrom filings, registers and the company's site
Todd WattsExecutive Officer, DirectorSEC Form D
Scott JorgensenExecutive Officer, DirectorSEC Form D
Scott JorgensonDirectorSEC Form D
Derrick HoagExecutive OfficerSEC Form D
Jon RobertsExecutive OfficerSEC Form D
Joe RanieriExecutive OfficerSEC Form D
Backed byfrom the funds' portfolios and accelerator catalogs

Visa sponsorship

#3,811 of 8,228 sponsors
2 ▲ 100%
H-1B filings in 12 months
$73k
Median offered salary
0
Open roles in United States
Who they sponsor
Market research analysts and marketing specialists
1
Data scientists
1
The salary offered for each occupationVisa pass · 90 credits
In the register as PatientFi LLC, Irvine, CA
Alert me
US Department of Labor · latest filing Jun 17, 2026 · Visa details by country

Connections

List
Graph
Found in company registers, site code, DNS and hiring. Each connection shows how sure we are and the evidence, with its source and date.
Shared investors1
80 portfolio companies: NYDIG, VersaBank, Newtek Bank and 77 more

People

Todd Watts
Executive Officer, Director
Scott Jorgensen
Executive Officer, Director
Scott Jorgenson
Director
Derrick Hoag
Executive Officer
Jon Roberts
Executive Officer
Joe Ranieri
Executive Officer
Cory Ruell
Executive Officer
Louis Bucky
Director
Glenn Stearns
Director
Gerard Cuddy
Director
Tom Cestare
Director
H. Sloan
Director
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data

Offices

Where the company hires and what each office is for
Cities
1
Hiring now
0
Countries
1
Irvine United States
HQ

Financials

Total raised
$102.4M
Latest round
Debt Financing
Funding rounds
7
Funding rounds
Round Announced Amount
Debt Financing 2026 $13M Details
Debt Financing 2025 $15M Details
Venture - Series Unknown 2023 $36.4M Details
Venture - Series Unknown 2021 $32.1M Details
Convertible Note 2020 $3.9M Details
Venture - Series Unknown 2018 $1M Details
Venture - Series Unknown 2017 $1M Details