Healthee is an AI-powered benefits navigation platform for employers and employees. It helps users understand plans, compare costs, find providers, and access guidance on healthcare decisions.
Access to pre-IPO shares is available to accredited investors through UpMarket.
Healthee shares are not on public exchanges. UpMarket provides accredited investors access through secondary market transactions.
Confirm eligibility under SEC Rule 501 of Regulation D. Income or net worth threshold applies.
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Full offering memoranda and risk disclosures provided before any commitment is required.
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Pre-IPO investments are illiquid, speculative, and involve risk of total loss of capital.
| Date | Round | PPS (split-adj.) | Valuation |
|---|---|---|---|
| Apr 2025 | Line of Credit | ||
| Apr 2025 | Series B | ||
| 2024 | Series A |
Healthee announced a $50 million Series B round on April 22, 2025, led by Key1 Capital with continued backing from Fin Capital, Glilot Capital Partners, and Group11. The company said the capital will expand offerings and scale operations, following its earlier $32 million Series A.
Healthee positions its product as an AI healthcare navigation platform that gives employees instant answers while reducing healthcare costs and benefits admin workload. Its website says the platform is built to make benefits effortless through intelligent navigation.
Healthee describes itself as a healthcare benefits navigation platform serving the health benefits experience for employees and employers. The company said its Series B will support expansion initiatives, signaling room to grow beyond its current customer base.
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No. As of March 2026, Healthee is a private company and does not trade on any public stock exchange. Accredited investors can access Healthee shares through UpMarket, a FINRA-registered broker-dealer that specializes in pre-IPO investments.
Healthee does not have a public stock price because it is privately held. The most recent known share price comes from its last funding round. Pre-IPO share prices on the secondary market may differ from the last round price depending on supply, demand, and market conditions.
Yes. Accredited investors can indicate interest in Healthee shares through UpMarket by filling out the form on this page or creating an account at upmarket.co. All pre-IPO offerings are subject to availability and require a $50,000 minimum investment. UpMarket is a FINRA-registered broker-dealer and has brokered alternative investments since 2019.
Pre-IPO investments carry significant risks. Healthee shares are illiquid, meaning there is no public market to sell them quickly. There is no guaranteed exit timeline or return. The investment is speculative in nature, and investors should be prepared for the possibility of total loss. Valuations of private companies can fluctuate substantially between funding rounds. Investors should consult their financial advisor and review all offering documents before investing.
In a pre-IPO transaction, accredited investors purchase shares from existing shareholders (such as employees, early investors, or other holders) through secondary market platforms. The company itself does not issue new shares in these transactions. UpMarket facilitates these trades as a FINRA-registered broker-dealer, handling compliance, documentation, and settlement on behalf of both parties.
There are two primary exit paths for pre-IPO holdings: selling your shares on the secondary market to another buyer, or holding until the company completes an IPO or is acquired. Both paths are subject to transfer restrictions, company approval (right of first refusal), and market conditions. The timing of any exit is unpredictable, and investors should plan for a multi-year holding period.
The minimum investment for most pre-IPO offerings on UpMarket is $50,000. This amount may vary depending on the specific offering and share availability. There are no fees to create an UpMarket account or browse available investments. Investors only pay transaction-related fees when they complete an investment.
UpMarket's valuation estimate of is derived from a proprietary model that incorporates multiple data sources: funding round data (Caplight), revenue estimates (Sacra), secondary market pricing, and public company comparables. The model applies a private company discount to the public comp multiple to account for illiquidity and information asymmetry. This estimate is not investment advice and may differ substantially from the price at which shares actually trade.
Healthee’s AI-powered benefits navigation platform helps employers and employees compare plans, costs, and providers, generating $10.6M in 2025 revenue; its $50M Series B led by Key1 Capital underscores momentum — accredited investors can access Healthee stock through UpMarket.