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VERIFY RECORD

Assort Health

3 of 7 claims verified

3 of 7 key claims verified, 1 plausible, 3 thin

Claims

  • [verified]

    Founded in January 2023 by co-CEOs Jon Wang and Jeffery (Jeff) Liu, headquartered in San Francisco

    Two independent outlets (Forbes, Fortune) plus the company's own blog agree on 2023 and the two founders.

    forbes.comfortune.comassorthealth.com

  • [verified]

    Raised $222M+ total across Seed ($3.5M, Mar 2024), Series A (~$22-26M, Apr 2025), Series B ($76M, Sep 2025, led by Lightspeed), and Series C ($120M, Jun 2026, led by Menlo Ventures at a $1.2B valuation)

    Round math is consistent ($102M through Series B, $222M after Series C). Minor discrepancy: the company's own blog put the April 2025 round at $26M while Fortune reported $22M for the same round; amount otherwise corroborated across PRNewswire, Fortune, and Forbes.

    fortune.comprnewswire.comforbes.comassorthealth.com

  • [verified]

    Platform has handled 190 million patient voice interactions to date (as of June 2026)

    Figure is self-reported by the company but shows a consistent, plausible growth trend across independently dated sources: ~42M (Sep 2025) to 190M (Jun 2026).

    prnewswire.comforbes.comfortune.com

  • [plausible]

    15,000+ physicians / providers on the platform, including first health-system deal (John Muir Health, 1,000+ physicians)

    Only reported by Forbes (Jun 2026); earlier 2025 company materials cited 'hundreds of organizations' and a co-founder quote separately cited '5,000 providers.' Directionally consistent with fundraising-driven growth but the specific count has only a single authoritative source and varies across dates.

    forbes.com

  • [thin]

    Revenue grew 20x in the 15 months before June 2026 (per company); grew 8x since Q4 2024 (per company, April 2025); Forbes independently estimates annualized revenue above $30 million

    No absolute revenue figure has been disclosed by the company; growth multiples are self-reported and unaudited. Forbes' $30M+ ARR figure is an estimate, not a confirmed number, and no independent financials were located.

    prnewswire.comassorthealth.comforbes.com

  • [thin]

    Employee headcount is roughly 127 (as of March 2026)

    Third-party estimators disagree widely (77 to 127 depending on source), and Assort Health does not publicly disclose an official headcount, so this rests on a single data-aggregator source.

    tracxn.com

  • [thin]

    Marketed as the 'nation's first agentic AI platform' for patient access, with '99% scheduling accuracy' and '90%+ first-call resolution'

    Company-originated superlative and self-reported accuracy metrics; no independent benchmark, audit, or third-party validation was found for either the 'first' claim or the accuracy percentages.

    assorthealth.com

Gaps

  • No audited or independently disclosed absolute revenue figure exists; only self-reported growth multiples and a single outlet's estimate.
  • No official company-disclosed headcount; third-party estimates vary by nearly 2x (77 to 127).
  • Could not confirm or rule out any lawsuits, patient-safety incidents, or regulatory complaints involving Assort Health; searches returned no results either way, so absence is noted as a gap, not a clean bill of health.
  • Could not independently verify the exact current provider/physician count; it is not consistently reported across sources and dates.