Before you sell to, join or invest in PatientFi, Inc.
MentionFox check on PatientFi, Inc.: 1 red flag found in 4 sources (checked 4 November 2026). mentionfox.com/c/funding/patientfi-inc-form-d-25000002
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PatientFi, Inc. filed a Form D with the Securities and Exchange Commission on 2025-04-28.
PatientFi, Inc. filed a Form D notice of an exempt securities offering with the SEC on April 28, 2025. The filing reports $15M sold. Its industry group is Other Technology. It names Todd Watts (Executive Officer, Director), Louis Bucky (Director), Gerard Cuddy (Director) (SEC Form D, April 28, 2025).
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New Form D on file · 2025-04-28 · the record
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Other Technology raises by companies based in California, filed in April 2025, largest first.
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What the filing shows about PatientFi, Inc.
Only in the Full Report: Who Runs It, And How To Reach Them · Warning Bells · Who Pays Them, And Who They Are Up Against.
Example from a real report (our sample on Target): “Target eliminated approximately 1,800 corporate positions, with around 1,000 employees receiving layoff notices and the remainder accounted for by eliminating open roles.” Source: NBC News
A Full Report on PatientFi, Inc.: verified, sourced, every claim cited, ready in a few minutes. See pricing.
The filing gives PatientFi, Inc.'s address as 530 Technology Drive, Suite 350, Irvine, CA 92618.
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Full funding history for PatientFi, Inc. →
This is the company's own disclosure. A payment disclosed on a Form D is a disclosed use of proceeds, not a finding of wrongdoing.
PatientFi, Inc. is a registered filer with the SEC (CIK 1716702) and has filed since 2022-10-27. 7 filings are on record, the latest on 2026-06-15.
A filing shows the company exists and what it reports about itself. It is not an audit or a rating.
PatientFi, Inc.'s Form D of 2025-04-28 names Todd Watts, Louis Bucky, Gerard Cuddy and 6 more as its officers, directors or promoters.
Its new offerings report $56.65M sold across 3 offerings, as its own filings state.
A hollow marker is an amendment (Form D/A); a solid one is an original Form D. The larger marker is the filing this page is about.
Trailing twelve months. 3839 filings in Other Technology, totalled by week.
The company will compensate executive officers in the ordinary course of business.
Checked away from the filing. What is below does not come from the record on sec.gov.
The Friendly Way to Pay. PatientFi partners with healthcare practices to remove cost barriers by offering patients friendly monthly plans, so more patients can ...
The title and description the site itself served, answering 200. Not a cached copy and not the company's directory entry — what was live when we asked.
Todd Watts is named as Executive Officer and Director on the Form D that PatientFi, Inc. filed with the SEC on 28 April 2025, one of 9 people that filing names.
Louis Bucky is named as Director on the Form D that PatientFi, Inc. filed with the SEC on 28 April 2025, one of 9 people that filing names.
Gerard Cuddy is named as Director on the Form D that PatientFi, Inc. filed with the SEC on 28 April 2025, one of 9 people that filing names.
Tom Cestare is named as Director on the Form D that PatientFi, Inc. filed with the SEC on 28 April 2025, one of 9 people that filing names.
H. Sloan is named as Director on the Form D that PatientFi, Inc. filed with the SEC on 28 April 2025, one of 9 people that filing names.
Derrick Hoag is named as Executive Officer on the Form D that PatientFi, Inc. filed with the SEC on 28 April 2025, one of 9 people that filing names.
Joe Ranieri is named as Executive Officer on the Form D that PatientFi, Inc. filed with the SEC on 28 April 2025, one of 9 people that filing names.
Jon Roberts is named as Executive Officer on the Form D that PatientFi, Inc. filed with the SEC on 28 April 2025, one of 9 people that filing names.
Cory Ruell is named as Executive Officer on the Form D that PatientFi, Inc. filed with the SEC on 28 April 2025, one of 9 people that filing names.
9 people named on the filing — 5 holding an executive role and 4 as directors only.
Named as of the 2025-04-28 filing. Titles and locations are exactly as the filing states — not independently confirmed elsewhere.
No investor is drawn from a Form D — the form states how many invested and never who.
What the filing shows about PatientFi, Inc.
Only in the Full Report: Who Runs It, And How To Reach Them · Warning Bells · Who Pays Them, And Who They Are Up Against.
Example from a real report (our sample on Target): “Target eliminated approximately 1,800 corporate positions, with around 1,000 employees receiving layoff notices and the remainder accounted for by eliminating open roles.” Source: NBC News
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Sourced from the filing index on sec.gov, and from the company's own site, read directly on 2026-11-04 (patientfi.com).
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