Jeffrey Margolis Overview

  • Investor Type
  • Angel

  • Status
  • Active

  • Professionals
  • 1

  • Investments
  • 4

  • Portfolio
  • 2

  • Exits
  • 2


Jeffrey Margolis General Information


Mr. Jeffrey H. Margolis, age 57 serves as Board of Director at DNAnexus. He is a director and has served as our Chairman of the Board since November 2015. He serves as Board Member at Hydrogen Health. He serves as a Advisor at ClearDATA. Currently, he is chairman of Welltok, Inc., a data-driven, enterprise SaaS company that delivers the healthcare industry's leading consumer activation platform. He served as Welltok Inc.'s CEO from April 2013 through April 2020. He is Chairman Emeritus of TriZetto Corporation, a recognized leader in the provision of health information technology for payers and providers and the originator of the industry-vertical SaaS model, where he served as the founding CEO beginning in 1997, served as Chairman and CEO until 2010 (publicly traded on NASDAQ from October 1999 - August 2008), and continued as Chairman until October 2011. He also served as Senior Executive Advisor to the Oliver Wyman Health Innovation Center, an organization that identifies and disseminates ideas and best practices that aim to transform healthcare, in 2012 and 2013. From 1989 to 1997, he served as Senior Vice President and Chief Information Officer of FHP International Corp. and its predecessors, a publicly-traded company that focused on the delivery of managed group and individual health care insurance and hospital and ambulatory-based clinical services along with a broad array of healthcare ancillary services. Earlier in his career, he served in various positions with Andersen Consulting including his final position as Manager, Healthcare Consulting. He currently serves on the board of directors of Alignment Healthcare, Inc., a private, for-profit population health management entity, and TriNetX, Inc., a private, for-profit data and the software-as-a-service entity that supports clinical trials. He has previously served on a variety of other for-profit boards. He also has served on a number of not-for-profit boards of directors. He is currently a director of Hoag Hospital in Newport Beach, California. He is a member of the board of governors at Cedars-Sinai in Los Angeles, California and is on the Advisory Boards of the University of California at Irvine's Center for Healthcare Management & Policy and Center for Digital Transformation. A published author on topics of healthcare information technology and systems, he earned a bachelor's degree in business administration/management information systems with high honors from the University of Illinois in 1984 and holds CPA certificates (currently inactive) in Colorado and Illinois.

Contact Information

Investor Status
Actively Seeking New Investments
Primary Investor Type
Angel (individual)
Primary Office
  • Newport Beach, CA
  • United States

Jeffrey Margolis Investments (4)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
Bodymatter 10-Feb-2022 Seed Round 000 Monitoring Equipment Generating Revenue 0000000 00000000
00000000 03-Apr-2015 0000 00000 00.000 Publishing Generating Revenue 0000000 00000000
ClearDATA 28-Mar-2012 Early Stage VC 00.000 Enterprise Systems (Healthcare) Generating Revenue 0000000 00000000
Welltok 24-Aug-2011 Early Stage VC 00.000 Other Healthcare Technology Systems Generating Revenue 0000000 00000000
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Jeffrey Margolis Exits (2)

Company Name Exit Date Exit Type Exit Size
Welltok 10-Nov-2021 Buyout/LBO
00000000 15-Feb-2019 0000000000
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Jeffrey Margolis Investments by Industry, Year, and Region

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Jeffrey Margolis Team (1)

Name Title Deals Funds Boards Office
Jeffrey Margolis Angel Investor 00 0 Newport Beach, CA
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Jeffrey Margolis Co-Investors (6)

Name With Exits Lead Partner Series Industry
Aaron Giroux 1 0 Series chart Industry bar
Margo Spiritus 0 0 Series chart Industry bar
Raymond Chan 0 0 Series chart Industry bar
Robin Pimentel 0 0 Series chart Industry bar
Surlamer Investments 0 0 Series chart Industry bar
You’re viewing 5 of 6 co-investors. Get the full list »