Assort Health has raised US$120m in Series C funding, reaching a US$1.2bn valuation as it expands its voice AI platform for healthcare.
The round follows a US$76m Series B completed in October and takes the company’s total funding to US$222m.
Launched in November 2023, Assort develops voice AI agents for medical practices in specialities including orthopaedics, cardiology and immunology.
AI agents are software systems that can carry out tasks on a user’s behalf rather than simply generating information.
The company initially focused on automating appointment scheduling and patient access before expanding into intake forms, referrals, document processing, medicine refills, real-time insurance eligibility, laboratory requests and payments.
Venture investment in voice AI startups has increased as companies seek to apply the technology to patient communications and administrative healthcare work.
Assort said its revenue grew twentyfold over 15 months.
Jon Wang, founder and co-chief executive, said one of the company’s main differentiators was its proprietary speciality dataset, built from 190m patient interactions, 62,000 care protocols and 1.6m decision pathways.
The company has developed Synapse, a proprietary AI model that learns patterns from speciality workflows across its deployments.
It then creates unusual scenarios, tests and simulations covering situations that its agents may need to handle.
Wang said:
“The first phase of our business was all about understanding how complex and nuanced just simply automating patient access was.
“It [is] really hard to get it right. It took us six months to implement our AI agent. We built Synapse, which is our AI agent that gets better with every interaction. It now has 190 million patient interactions powering it, and so what used to take months it [is] now down to weeks. It has unlocked real scale deployment for this product, doing the highest automation rates in the lowest amount of time on the most complex workflows.”
Assort’s approach is based on the idea that managing the first point of contact between a patient and a healthcare provider can open the way to supporting the rest of the care journey.
Wang said:
“We have all the patient communications data as well as all the business protocols that took us painstakingly many, many months to build into our engines.”
The company is now focused on developing a wider voice AI platform intended to provide patients with a concierge-style, personalised experience.
Wang said:
“Our big push is moving towards healthcare that remembers.
“It’s basically moving from a reactive healthcare system where you feel that you’re invisible and you’re constantly retelling your story over and over again to every single provider to a system that remembers.”
Assort said its voice agents can manage incoming calls, triage, laboratory requests, medicine refills, scheduling, insurance eligibility and patient intake in multiple languages.
Triage is the process of assessing a patient’s needs and deciding the most appropriate type or urgency of care.
The agents can also contact patients about outstanding referrals, missed appointments, vaccinations, mammograms, colonoscopies and other gaps in care.
They can recover missed appointments and help resolve payments, according to the company.
The platform also handles administrative work linked to appointments and records details in electronic health records.
This includes referrals, document processing, patient intake and personalised forms used before and after visits.
Assort also provides staff with an AI copilot designed to help manage complex patient access needs in real time.
The company links these functions through what it calls a “patient journey memory”.
Each interaction builds on previous contacts across different communication channels and stages of care.
Assort said language preferences, visit history, tone, outstanding tasks and sentiment can be carried between interactions automatically.
The aim is to make the patient experience feel continuous and personal rather than transactional.
The company plans to invest more than US$70m in research and development to build these functions.
Jeffery Liu, founder and co-chief executive, said:
“We’re going to invest over $70 million into our R&D to execute on this.”
Before co-founding Assort, Liu worked as a software engineer at Facebook and Athelas.
The company claims its platform helps providers book more appointments, collect payments more quickly and close gaps in care without adding to front-office workloads.
It said customers can achieve a five per cent increase in appointment volumes and a 115 per cent rise in staff capacity.
The Series C was led by Menlo Ventures, with participation from Lightspeed Venture Partners, Felicis, First Round Capital, Chemistry, Joe Montana, Tau Ventures and Quiet Capital.
Matt Murphy, partner at Menlo Ventures, said:
“The healthcare system has historically had so many antiquated and inefficient processes that are finally being transformed with agentic platforms. Assort has established itself as the leader in the category with strong ROI, higher efficacy in providers, and better outcomes for patients.
“Their technology has proven out in speciality care, which is where the heavy lift really is and now they’re setting their sights on large-scale health systems. These are massive markets with so much at stake. Based on their speed of execution and quality of the solution, we expect to see Assort in all corners of U.S. healthcare, powering every system and practice, in the coming years.”
MDCS Dermatology, a practice operating across New York and New Jersey, has used Assort’s technology for two years.
It initially introduced AI agents to handle incoming appointment and triage calls before expanding into outbound communications.
Parinita Amin, chief executive of MDCS Dermatology, said:
“For a dermatology practice, patient experience is everything, practice reputation is everything. This is really our front door. We really wanted to pick a tool where it’s quality, quality, quality.
“We also wanted to work with a vendor that was really a full platform. I think one of the challenges for healthcare operators is the sprawl that’s occurring with a lot of AI applications out there. Everyone does a little bit of something, but what practices really need is a one-stop shop and a platform that will continue to innovate.”
The practice operates nine locations and records between 130,000 and 138,000 patient visits a year.
Amin said it had assessed every AI product on the market before choosing Assort.
She said:
“Assort was the only true platform. It runs the full patient journey as one connected system, from referrals and document processing to intake, care gap closure, real-time eligibility, and payments.
“The difference is memory. Everyone else automates one piece and forgets the rest. Assort remembers every patient across every interaction and connects it all into one conversation. Our automation rate climbs every quarter as they execute against an ambitious roadmap, and the gap between Assort and everyone else keeps widening.”
The practice treats the AI agent as part of its team, with different workflows able to exchange information through one system.
Amin said appointment bookings had risen by 20 per cent while its average rating remained at 4.9 stars across 30,000 reviews on several platforms.
Jon Shaker, executive director of the Boston Bone and Joint Institute, said a poorly handled interaction could result in the loss of a new patient.
He said Assort’s experience across hundreds of deployments gave the organisation confidence that it could manage the complexities of specialist care and direct patients through the appropriate pathway from their first contact.
Assort is also expanding into health system operations, working with community organisations and academic medical centres.
Healthcare systems including John Muir Health are using the platform to support increasingly complex outpatient operations.
Competition is growing as startups and established health technology companies develop AI agents for patient communications and administrative work.
Artera secured US$65m in December to expand its patient communications agents, while UnityAI is developing tools for administrative and operational work in outpatient and clinical settings.
EliseAI raised US$250m in Series E funding in August to develop technology for administrative tasks.
Hello Patient has built generative AI agents for communications between patients and medical practices.
Tennr raised US$101m in June 2025 for technology that automates document-heavy administrative work, while Prosper AI raised US$30m in the same week as Assort’s announcement.
Liu said Assort’s data, experience with specialist groups and internal technology teams created a competitive advantage.
He said:
“What’s defensible is really what’s hard to get, and we believe what’s hard to get is data. We have the most data, the most implementations under our belt. We have proprietary data that Anthropic and OpenAI don’t have and these smaller companies don’t have.”
Wang said he expected the market to consolidate as healthcare providers moved away from individual tools towards broader platforms.
He said:
“Provider groups know it, and the smart ones aren’t buying another point solution. They want one partner with the capital and the engineering depth to transform how they operate over the long run. That’s what we built. Our engineers learn across hundreds of customers and build every implementation for the specific practice in front of them.”
