Companies

Assort Health

assorthealth.com

Assort Health provides AI agents that automate specialty healthcare patient access, scheduling, referrals, intake, and payments.

HQSan Francisco, California, United States
Employees51-200
Funding$102M
Valuation$750M
32 active roles
Profile 8mo agoJobs checked 3d ago
Specialization
Not classified
Business
Software Applications
Market
Healthcare
Ecosystem
Agents
Customers
Enterprises
More details
Organization type
Commercial Company
Ecosystem
Agents
Business
Software Applications
Specialization
Not classified
Market
Healthcare
Customers
Enterprises
Delivery models
Not classified
Revenue models
Not classified
Listing status
Not classified
Latest equity round
Series C
Reported funding amount
Not classified

About

Assort Health builds AI agents for the healthcare patient journey, serving multi-site practices, multispecialty groups, and health systems. Its platform automates scheduling, intake, referrals, document processing, medication refills, payments, and other access workflows, differentiated by specialty-care data from 190 million patient interactions, real-time model updates, and native EHR integrations.

Market

Assort Health competes in the healthcare AI patient-engagement, patient-access, and call-center automation market, positioning itself as a healthcare-native platform of AI agents that operates across the patient journey rather than as a narrow scheduling tool. Its differentiation is the combination of direct integration into clinical workflows, specialty-specific protocols, and a large proprietary dataset—reported as 210 million patient interactions, 62,000 care protocols, and 1.6 million decision pathways—supporting more complex healthcare interactions.

Target Customers

Assort Health primarily serves mid-market and enterprise healthcare organizations, including specialty provider groups and health systems, that need to improve patient access and operational workflows. Likely buyers include patient-access, operations, clinical-administration, and healthcare-IT leaders seeking production-grade AI integrated with existing systems.

At a Glance

Problem

Assort Health addresses the patient-access bottleneck in specialty healthcare: overloaded front desks and call centers, long hold times, missed calls, after-hours gaps, and fragmented administrative workflows. The company frames the underlying opportunity as part of healthcare’s $1.1 trillion annual administrative burden, where an unanswered call can mean a lost appointment, lost revenue, or even a lost patient. The main use case is high-volume, complex specialty scheduling, including referral-driven appointments that require real-time knowledge of provider availability, insurance, protocols, and scheduling rules.

The pain is measurable at the practice level. Michigan Orthopedic Surgeons managed more than 35,000 appointment calls per month, with patients waiting 15–40 minutes, a 35% call-drop rate, and millions of missed appointment opportunities annually. SENTA faced roughly 15,000 calls per month, average waits of 6 minutes and 36 seconds, staff overload, and the recurring cost of hiring and training additional call-center workers.

Product / Service

Assort sells an AI-powered patient-access and engagement platform built around specialty-specific voice agents. Its agents answer inbound calls, schedule, reschedule and cancel appointments, triage and route complex requests, conduct intake, process referrals and documents, manage eligibility and payments, handle refills and lab requests, and perform outbound follow-up. Rather than treating each call as an isolated transaction, the platform connects these workflows through shared patient context and practice-specific care protocols, using a dataset of more than 200 million patient interactions across 23 or more specialties.

The delivery model is an integrated software deployment rather than a standalone answering service: Assort keeps a practice’s existing phone and scheduling systems in place, connects to its EHR or practice-management system, and advertises live deployments in weeks. The benefit is always-on access without proportionally expanding front-office staff. Assort reports a 5% lift in appointment volume, a 115% increase in labor capacity, and a 4.3 out of 5 patient-satisfaction score; customer examples include a 97% reduction in hold time at SENTA and $2.3 million in additional appointment revenue at Michigan Orthopedic Surgeons.

Market

Assort competes in the healthcare AI voice-agent, patient-access, and administrative-workflow automation market. Its competitive set includes healthcare conversational and patient-access platforms such as Hyro, Luma Health, Artera, Notable Health, and Hello Patient; broader adjacent alternatives identified in market listings include NextGen Healthcare, AdvancedMD, Infinitus, Doctolib, Elation Health, and Klara. Assort’s positioning is differentiated by focusing on specialty-care complexity and extending beyond phone answering into a connected patient journey spanning scheduling, intake, referrals, follow-up, billing, and payments.

The company is commercially deployed rather than presented as a pre-revenue prototype. Founded in 2023 and launched in November 2023, Assort announced a $120 million Series C in June 2026 at a $1.2 billion valuation, bringing reported funding to $222 million. It says its platform is trusted by thousands of providers across 23 or more specialties and is powered by more than 190 million patient interactions, 62,000 care protocols, and 1.6 million decision pathways. The evidence establishes substantial deployment and customer traction, although it does not disclose Assort’s own revenue or ARR.

Founders & Leadership

Jeffery LiuFounder
Founder and Co-CEO
Jon WangFounder
Founder and Co-CEO
Jon CornChief Revenue Officer
Kristina KempVice President of Customer Success
Emil YearginSenior Vice President of People

Funding History

2024-03
Seed$3.5M

Quiet Capital

2025-04
Series A$22M

First Round Capital, Chemistry

2025-09
Series B$76M

Lightspeed Venture Partners

2026-06
Series C$120M

Menlo Ventures

Recent News

2026-10-09partnership
Assort Health and Nextech to co-develop an integrated AI agent offering for ophthalmology practices

Assort Health and Nextech announced plans to co-develop an integrated AI agent offering for ophthalmology practices. The announcement identifies Nextech as a technology provider for specialty practices.

2026-09-24customer_win
Assort Health expands across primary care, supporting over 1,300 providers

Assort Health announced that its AI agents support more than 1,300 providers across family medicine, internal medicine, and pediatrics. It named Family Practice Associates of Lexington, Annapolis Internal Medicine, Pediatric Associates of Southwest Missouri, Voyage Healthcare, Middleton Family Medicine, and Pediatrica Health Group as practices using Assort across patient access.

2026-08-12product_launch
Assort Health launches Referrals AI agent

Assort Health announced the general availability of Referrals, an AI agent for specialty practices and health systems. The product processes and triages referrals, conducts patient outreach by voice, text, or email, books appointments in the EHR, and keeps referring providers informed until the referral is resolved.

2026-06-24funding
Assort Health Raises $120 Million Series C to Scale Largest Deployment of AI Agents for the Patient Journey

Assort Health announced a $120 million Series C led by Menlo Ventures at a $1.2 billion valuation, bringing total funding above $222 million. The announcement also highlighted partnerships with health systems including John Muir Health and native integrations with Epic and Athena.

Active Roles

32
Hybrid - San Francisco/Marketing/3d ago
Hybrid - San Francisco; New York/Customer Success Manager/4d ago
Remote - Remote, USA/Sales/5d ago
Hybrid - San Francisco/Marketing/11d ago
Hybrid - San Francisco/Implementation Engineer/12d ago
Hybrid - San Francisco/Implementation Engineer/12d ago
Hybrid - San Francisco; New York/Technical Account Manager/22d ago
Hybrid - San Francisco; New York/Customer Success Manager/23d ago
Hybrid - San Francisco; New York/Customer Success Manager/24d ago
Hybrid - San Francisco/Data & Analytics/25d ago
Hybrid - San Francisco/Engineering/44d ago
Hybrid - San Francisco/Forward-Deployed Engineer/44d ago
Hybrid - San Francisco/Engineering/44d ago
Hybrid - San Francisco/Operations/52d ago
Hybrid - San Francisco/Engineering/53d ago
Hybrid - San Francisco/Forward-Deployed Engineer/58d ago
Hybrid - San Francisco/Customer Success Manager/60d ago
Hybrid - New York; San Francisco/Sales/66d ago
Hybrid - San Francisco/Implementation Engineer/75d ago
Brand Designer$164k – $185k
Hybrid - San Francisco/Design/75d ago

Business Model

Assort Health monetizes an enterprise healthcare software platform sold to multi-site practices, multispecialty groups, and health systems. Exact pricing is not publicly disclosed; revenue is best characterized as contracted platform or software fees for AI-powered patient-access workflows and integrations with EHR and practice-management systems.

Products

AI Agents Platform for the patient journeyConciergeActivateVoice AI patient-access and operations agents for scheduling, cancellations, confirmations, FAQs, web chat, routing, triage, lab requests, and medication refillsAI analytics for call-center performance

Customers

John Muir HealthGolden Valley Health CentersWomen's Health ArizonaAllied Digestive HealthU.S. Urology PartnersMichigan Orthopaedic SurgeonsBBJIBentaMedical Dermatology & Cosmetic Surgery CentersFamily Practice Associates of LexingtonRetina Vitreous AssociatesChesapeake Health CarePOASENTA

Tech Stack

Voice AILLM-powered AI agentsGenerative AIFHIR/HL7 healthcare-data integrationsProprietary specialty healthcare datasets and decision pathwaysPython and TypeScript

Competitors

Commure
Hippocratic AI
Notable
Infinitus
Sully AI
Hyro
healow Genie

Key Investors

Lightspeed Venture Partners, First Round Capital, Quiet Capital, Chemistry (Chemistry VC)