Jeffrey Margolis Overview

  • Investor Type
  • Angel
  • Status
  • Active
  • Professionals
  • 1
  • Investments
  • 3
  • Portfolio
  • 2
  • Exits
  • 1

Jeffrey Margolis General Information


Mr. Jeffrey Margolis serves as Chairman at Welltok. He also serves as Board Member and Managing Director at Alignment Healthcare. He also serves as Board Member at Trinetx. He serves as an Advisor at ClearDATA. He is the strategic and visionary leader for Welltok, developing the first holistic, agnostic Health Optimization Platform. He is widely recognized as a healthcare IT entrepreneur and innovator based on his 30-year track record of successfully applying technologies to address the complex problems facing the healthcare industry. Prior to Welltok, Jeff founded TriZetto, the first industry vertical SaaS enterprise solution, and originated the concept of Integrated Healthcare Management. During his tenure as Chairman and CEO, Jeff led TriZetto through a successful IPO and $1.4B private equity buyout. Jeff currently serves as a member of the board of directors and Chairman for Quality Systems, Inc. (NASDAQ:QSII) and Alignment Healthcare, as well as on boards for Hoag Hospital in Newport Beach and University of California at Irvine's Center for Health Care Management & Policy. Jeff received his bachelor's degree with high honors in business administration/management information systems from the University of Illinois.

Contact Information

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

Jeffrey Margolis Investments (3)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
Greatist 03-Apr-2015 Seed Round 00.000 Information Services (B2C) Generating Revenue 0000000 00000000
000000000 28-Mar-2012 00000 00000 00.000 Enterprise Systems (Healthcare) Generating Revenue 0000000 00000000
0000000 24-Aug-2011 00000 00000 00.000 Other Healthcare Technology Systems Generating Revenue 0000000 00000000
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Jeffrey Margolis Exits (1)

Company Name Exit Date Exit Type Exit Size
00000000 15-Feb-2019 0000000000
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Jeffrey Margolis Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by 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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