Asset Manager

Updated:

Convey Health Solutions Holdings

Convey Health Solutions Holdings was founded in 1999 and is headquartered in Fort Lauderdale, Florida.

Convey Health Solutions Holdings

Convey Health Solutions Holdings was founded in 1999 and is headquartered in Fort Lauderdale, Florida. The firm provides technology, data analytics, and advisory services to health plans in Medicare, Medicaid, exchange, and commercial markets. Its platform covers the full member lifecycle from enrollment and billing to supplemental benefits, member engagement, and quality star ratings. The firm’s strategy combines software with outsourced services for health plan administration. Key capabilities include plan sales and pre-enrollment, member enrollment and reconciliation, premium billing, risk adjustment analytics, compliance oversight, and financial accuracy. Convey works with health plans across the United States and has processed 2.2+ billion transactions per year. The firm holds a Top 3 KLAS rating for Risk Adjustment & Analytics Services. Convey employs over 2,500 people and serves 19% of Medicare lives. The firm has not disclosed a specific AUM or deployment figure. No recent operational events from the last 24 months were publicly available, and the firm does not appear to maintain a publicly disclosed team. Convey Health Solutions Holdings has no publicly named principals or disclosed ownership structure. The firm operates as a technology and services provider rather than an investment vehicle, making its governance and succession path opaque to external allocators.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Fort Lauderdale

Corporate office

Fort Lauderdale, FL, United States

Sector focus

Healthcare ServicesEnterprise SoftwareData & Analytics

Frequently asked questions

Who runs investment decisions at Convey Health Solutions Holdings?

Convey Health Solutions Holdings does not publicly name its investment decision-makers or executive team. The firm's website focuses on its technology and services offerings but does not disclose a CEO, CIO, or managing principal. Due diligence would require direct inquiry with the firm.

How does Convey source proprietary deal flow?

Convey Health Solutions Holdings is a healthcare technology and services provider, not an investment firm. It sources clients through its advisory and software sales channels targeting health plans, particularly those in government-sponsored programs like Medicare and Medicaid.

Is Convey structured as a single family office or does it operate more like a venture firm?

Convey Health Solutions Holdings is neither a family office nor a venture firm. It operates as a privately held healthcare technology company. Its public profile describes it as a vendor of Medicare software and services.

Does Convey participate in fund commitments or only direct deals?

Convey does not appear to make fund commitments or direct investments. Its business model involves selling technology and advisory solutions to health plans. There is no public evidence of an allocator or investment function.

What investment stages does Convey typically target?

Convey does not target investment stages. The firm delivers operational solutions for health plans across enrollment, billing, risk adjustment, and member retention.

Which sectors does Convey explicitly avoid?

Convey's public materials do not mention any sectors it avoids. Its entire focus is on government-sponsored healthcare, specifically Medicare, Medicaid, exchange, and commercial plans.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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