PatientFi

Financial ServicesIrvine, California, United StatesFounded 2017148 employees$88M raised

PatientFi provides point-of-sale financing for elective medical treatments through a network of healthcare providers. The company has raised $88M, including a Series B in February 2024, and employs 148 people.

10%
10% of analysed staff worked at Apple before joining. No other company feeds PatientFi more.
-40%
Open roles are down 40% year over year, at 3 today.
Employees
148
Total raised
$88M
Last: Series B
Open roles
3
-40% vs last year
Site visitors
114K
per month
Alumni founders

The growth story

PatientFi headcount and funding148 people today
148$32M$25M148202120222023202420252026
Data by CrustdataCrustdata

PatientFi grew from 18 to 148 employees between 2021 and 2026, raising $88M along the way, most recently a Series B in February 2024.

About

PatientFi offers financing solutions at the point of care for elective medical procedures, partnering with providers across specialties like plastic surgery, dermatology, and dentistry. Its platform aims to make treatments more accessible by removing upfront cost barriers.

The company has raised $88M in funding, with its latest Series B round closing in February 2024. PatientFi employs 148 people, with a strong focus on sales, which makes up 23 of its workforce.

Founders and leadership

Sales is PatientFi's largest function, accounting for 23 employees. The company's leadership team is based in Irvine, California, where it was founded in 2017.

The PatientFi org chart

Derrick Hoag (Co-Founder & Chief Product Officer) leads 60 mapped leaders with 17 direct reports. Click +N to expand a team; names link to the person’s public profile.

Departments, and which ones grew

Headcount by functiongrowth vs 12 months ago
SSales
20+18%
FFinance
18+6%
BBusiness Development
18+20%
EEngineering
15+7%
CConsulting
14+56%
CCustomer Success and Support
13-13%
IInformation Technology
13+44%
OOperations
6+200%
MMarketing
6-14%
Data by CrustdataCrustdata

Headcount by function: Sales 20 (+18% YoY), Finance 18 (+6% YoY), Business Development 18 (+20% YoY), Engineering 15 (+7% YoY), Consulting 14 (+56% YoY), Customer Success and Support 13 (-13% YoY).

Talent flow

PatientFi draws talent primarily from Apple, Tally, and Allergan, with 13, 7, and 5 hires respectively. Alumni have moved to companies like Tebra, Revance, and Happen Bank, though departures appear limited.

Where PatientFi people come from, and where they go128 current + 37 former profiles
13 people: Apple → PatientFi7 people: Tally → PatientFi5 people: Allergan → PatientFi4 people: Alphaeon Patient Financing → PatientFi4 people: Revance → PatientFi4 people: Bread Financial → PatientFi4 people: Houzz → PatientFi4 people: Caribou Financial → PatientFi2 people: PatientFi → Tebra1 people: PatientFi → Stewart Kriese Insurance Agency1 people: PatientFi → Happen Bank1 people: PatientFi → Revance1 people: PatientFi → ANI Pharmaceuticals1 people: PatientFi → Safilo1 people: PatientFi → Med Lend Advisors1 people: PatientFi → The AspenPatientFi148 peopleCAME FROMWENT TOApple13 peopleTally7 peopleAllergan5 peopleAlphaeon Patient Fi…4 peopleRevance4 peopleBread Financial4 peopleHouzz4 peopleCaribou Financial4 peopleTebra2 peopleStewart Kriese Insu…1 peopleHappen Bank1 peopleRevance1 peopleANI Pharmaceuticals1 peopleSafilo1 peopleMMed Lend Advisors1 peopleThe Aspen1 people
Data by CrustdataCrustdata

Most common previous employers of PatientFi staff: Apple (13), Tally (7), Allergan (5), Alphaeon Patient Financing (4), Revance (4), Bread Financial (4). Former PatientFi employees most often moved to Tebra (2), Stewart Kriese Insurance Agency (1), Happen Bank (1), Revance (1), ANI Pharmaceuticals (1), Safilo (1).

Alumni worth knowing

Hiring now

Inside Sales Representative (Audiology Account Management & Growth)Customer Experience Agent (Bilingual-Spanish)Customer Experience Agent

Web traffic

patientfi.com monthly visitors+8% month over month
43,63878,571113,503113,503202420252026
Data by CrustdataCrustdata

Traffic mix: 49% direct, 32% search, 2% social, 1% paid.

What this company is made of

Headcount by skillwhat people list on their profiles
CCustomer Service
68
MMicrosoft Office
64
LLeadership
63
SSales
55
MMicrosoft Excel
47
MManagement
43
CCommunication
39
MMicrosoft Word
37
MMicrosoft PowerPoint
37
TTeamwork
35
Data by CrustdataCrustdata

Most common skills at PatientFi: Customer Service (68), Microsoft Office (64), Leadership (63), Sales (55), Microsoft Excel (47), Management (43), Communication (39), Microsoft Word (37).

Where the team actually sits

Headcount by regionHQ: Irvine, California, United States
CCalifornia, United States
44
UUnited States
7
LLos Angeles Metropolitan Area
5
AAtlanta Metropolitan Area
4
OOregon, United States
3
TTexas, United States
3
AArizona, United States
3
GGeorgia, United States
3
Data by CrustdataCrustdata

PatientFi people are concentrated in California, United States (44), United States (7), Los Angeles Metropolitan Area (5), Atlanta Metropolitan Area (4).

Search footprint

Organic clicks
761
per month
Traffic worth
$22K
if bought as ads
Ranking keywords
2,985
Ads budget
$2K
per month

PatientFi attracts about 761 organic search visits a month, traffic worth roughly $22K a month if bought through ads. It gained 467 ranking keywords and lost 216 in the last period.

What employees say

Compensation
4.10 / 5
Career opportunities
4.40 / 5
Senior management
4.70 / 5
Work-life balance
4.70 / 5

Frequently asked

How many employees does PatientFi have?

PatientFi has 148 employees as of September 2026.

How much has PatientFi raised?

PatientFi has raised $88M in total, most recently a Series B round in February 2024.

Who founded PatientFi?

PatientFi was founded in 2017 by Derrick Hoag, Scott Jorgensen.

Who is the CEO of PatientFi?

Derrick Hoag (Co-Founder & Chief Product Officer) sits at the top of PatientFi's reporting structure, with 17 direct reports.

Where does PatientFi hire from?

The most common previous employers of current PatientFi staff are Apple (13 people), Tally (7 people), Allergan (5 people).

Where do PatientFi employees go after leaving?

Former PatientFi employees most often move to Tebra (2), Stewart Kriese Insurance Agency (1), Happen Bank (1).

How much traffic does PatientFi get from search?

PatientFi attracts about 761 organic search visits a month, worth roughly $22K a month in equivalent ad spend.

What skills do people at PatientFi have?

The most common skills among PatientFi staff are Customer Service, Microsoft Office, Leadership, Sales, Microsoft Excel.

Where is PatientFi's team located?

PatientFi staff are concentrated in California, United States (44), United States (7), Los Angeles Metropolitan Area (5).

How big is PatientFi's sales team?

PatientFi has about 20 people in Sales, up 18% over the past year, as of September 2026.

How big is PatientFi's finance team?

PatientFi has about 18 people in Finance, up 6% over the past year, as of September 2026.

Computed from 128 current and 37 former PatientFi profiles, as of September 2026. Source: Crustdata.

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