Jeffrey Margolis Overview

  • Investor Type
  • Angel

  • Status
  • Active

  • Professionals
  • 1


  • Investments
  • 4

  • Portfolio
  • 2

  • Exits
  • 2


Jeffrey Margolis General Information


Mr. Margolis has served as a member of our Board since 2014. Mr. Margolis has served as Chairman of NextGen Healthcare, Inc. since November 2015 and as a member of the board since May 2014, as Vice Chairman of TriNetX, Inc. since October 2014, as a director of Get-Grin Inc. since December 2021 and as a director of Hydrogen Health since April 2021. He serves as a Board Member at Brightside Health. He served as Chairman and chief Executive Officer at TriZetto Provider Solutions. He served as Chairman of Welltok, Inc. from October 2011 until November 2021, where he also served as CEO from April 2013 through April 2020. Mr. Margolis is Chairman Emeritus of TriZetto Corporation, where he served as the founding CEO beginning in 1997, served as Chairman and CEO until 2010 and continued as Chairman until October 2011. He also served as Senior Executive Advisor to the Oliver Wyman Health Innovation Center during 2012 and 2013. From 1989 to 1997, Mr. Margolis served as Senior Vice President and Chief Information Officer of FHP International Corp. Earlier in his career, Mr. Margolis served in various positions with Andersen Consulting (now Accenture) including his final position as Manager of Healthcare Consulting. Mr. Margolis currently serves on the board of directors of Hoag Hospital and is Chairman of the Hoag Clinic in Newport Beach, California. He also serves 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 health care information technology and systems, Mr. Margolis 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. Mr. Margolis is a NACD Board Leadership Fellow with a Certified Global Management Accountant designation with the American Institute of Certified Public Accountants.

Business Details

Investor Status
Actively Seeking New Investments
Primary Investor Type
Angel (individual)
Corporate 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
Greatist 03-Apr-2015 0000 00000 00.000 Publishing Generating Revenue 0000000 00000000
ClearDATA 28-Mar-2012 Early Stage VC 00.000 Other Healthcare Technology Systems Generating Revenue 0000000 00000000
Welltok 24-Aug-2011 Early Stage VC 00.000 Other Healthcare Technology Systems Generating Revenue 0000000 00000000

Jeffrey Margolis Exits (2)

Company Name Exit Date Exit Type Exit Size
Welltok 10-Nov-2021 Buyout/LBO
Greatist 15-Feb-2019 0000000000

Jeffrey Margolis Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

PitchBook’s data visualizations quickly surface an investor’s historical investments—showing a breakdown of activity by industry, year and region.

Jeffrey Margolis Team (1)

Name Title Deals Funds Boards Office
Jeffrey Margolis Angel Investor 00 0 Newport Beach, CA

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
Ray Chan 0 0 Series chart Industry bar
Robin Pimentel 0 0 Series chart Industry bar
Surlamer Investments 0 0 Series chart Industry bar

Jeffrey Margolis FAQs

  • Who is Jeffrey Margolis?

    Jeffrey Margolis is an angel Investor who has made 4 investments.

  • What kind of investor is Jeffrey Margolis?

    Jeffrey Margolis is an angel investor.

  • What does Jeffrey Margolis do?

    As an angel investor, Jeffrey Margolis invests personal money into promising companies, typically in exchange for equity.

  • How many board seats does Jeffrey Margolis hold?

    Jeffrey Margolis holds a board seat in Brightside Health.

  • What has Jeffrey Margolis invested in?

    Jeffrey Margolis has made numerous investments in companies like Bodymatter, Greatist, and ClearDATA within the Monitoring Equipment, Publishing, and Healthcare Technology Systems industries.

  • What has Jeffrey Margolis invested in recently?

    Jeffrey Margolis's latest investment was on 10-Feb-2022 in Bodymatter, a company within the Monitoring Equipment industry.

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