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§ Private Profile · Boston, MA, USA
Technology platform helping older Americans navigate Medicare options, select plans, maximize benefits, and find providers with licensed agents.
Connie Health has raised $16.0M across 2 funding rounds.
Key people at Connie Health.
Connie Health has raised $16.0M in total across 2 funding rounds.
Boston, Massachusetts-based Connie Health operates a technology platform that assists older Americans in navigating complex Medicare options through a data-driven recommendation engine paired with local licensed agents. The company currently serves approximately 40,000 users across regional markets including Arizona, Texas, and Illinois by helping consumers select optimal Medicare Advantage policies, maximize their healthcare benefits, and locate in-network medical providers. Operating with a workforce of 101 to 200 employees, the firm generates an estimated $13 million in annual revenue through its insurance navigation and enrollment services. Connie Health has secured $13 million in total venture funding to date, reaching an estimated valuation of $41.6 million following a capital injection led by institutional investor Khosla Ventures and partner Samir Kaul. The healthcare technology organization was founded in 2019 by executive leaders Oded Eran, David Luna, and Michael Scopa.
Key people at Connie Health.
# High-Level Overview
Connie Health is a technology-enabled Medicare navigation platform that empowers seniors to make informed decisions about their healthcare plans.[2] The company combines an artificial intelligence-driven recommendation engine with local, licensed Medicare experts to help beneficiaries select the right Medicare Advantage plan, identify available physicians, and navigate plan benefits.[2][3] Connie Health serves Medicare beneficiaries primarily in the United States and Puerto Rico, addressing a critical gap in the market: approximately 30% of Medicare beneficiaries find the program somewhat or very difficult to understand.[2]
The company's business model is built on transparency and trust. Connie Health provides its services at no cost to users, and its agents receive the same commission regardless of which insurance plan is selected, ensuring unbiased recommendations based solely on individual needs rather than financial incentives.[4] This approach directly addresses the frustration many seniors experience when navigating the complex Medicare landscape with traditional brokers.
Connie Health was established in 2019 by Oded Eran (CEO), David Luna, and Michael Scopa, three co-founders with deep expertise in the Medicare market.[2] All three previously worked at Iora Health, a Medicare-focused primary care startup that was acquired by One Medical for $2.1 billion, giving them substantial credibility and domain knowledge.[2] The company is notably named after Michael Scopa's maternal grandmother, Connie Francis, reflecting the founders' commitment to building a human-centered, community-focused business.[4]
The company launched operations in Arizona and expanded to Texas within four months of its initial launch.[2] In July 2021, Connie Health raised $13 million in a Series A funding round led by Khosla Ventures and Pitango Healthtech, validating the market opportunity and the team's vision.[2] The company later expanded its headquarters to Miami, establishing a strategic location to serve the significant Medicare-eligible population in Florida and the broader Southeast.[1]
Connie Health operates at the intersection of healthcare technology, consumer empowerment, and the aging population boom. The Medicare market is experiencing significant innovation in plan options and value-based care models, yet consumer-facing navigation tools have lagged behind.[2] This creates a structural opportunity: as the Baby Boomer generation ages and Medicare enrollment grows, the complexity of plan selection becomes an increasingly acute pain point.
The company's success reflects a broader trend toward human-centered healthcare technology—solutions that augment rather than replace human expertise. By pairing AI with local agents, Connie Health addresses a key limitation of purely digital platforms: the need for trusted, personalized guidance in high-stakes healthcare decisions. This model also positions the company to capture value across the Medicare ecosystem, from plan enrollment to ongoing care coordination.
The timing is favorable. Medicare Advantage plans continue to grow in market share, regulatory scrutiny around transparency is increasing, and seniors are becoming more digitally engaged. Connie Health's focus on underserved communities and diverse populations (evidenced by its Puerto Rico operations and expansion into Florida) also aligns with demographic and equity trends shaping healthcare innovation.
Connie Health has built a defensible position by solving a genuine problem with a differentiated approach. The founders' track record at Iora Health, combined with strong venture backing and geographic expansion, suggests the company is executing well. As Medicare Advantage continues to dominate the Medicare market and plan complexity increases, demand for trusted navigation services should grow.
The key questions ahead are: Can Connie Health scale its local agent network efficiently while maintaining service quality? Will the company expand beyond plan selection into broader care coordination and chronic disease management? And how will regulatory changes around Medicare Advantage transparency affect the competitive landscape?
If Connie Health can establish itself as the trusted standard for Medicare navigation while building a sustainable unit economics model, it could become a critical infrastructure layer in the Medicare ecosystem—ultimately reshaping how millions of seniors access healthcare.
Connie Health has raised $16.0M in total across 2 funding rounds.
Connie Health's investors include Khosla Ventures, Pitango HealthTech, 2xN, Arkitekt Ventures, August Capital, Boldstart Ventures, Boost VC, Curie.Bio, Forerunner Ventures, Founder Collective, HC9 Ventures, H/L Ventures.
Connie Health has raised $16.0M across 2 funding rounds. Most recently, it raised $13.0M Series A in July 2021.
