Kleer and Membersy

Kleer and Membersy

Cloud-based dental membership management platform

Overview

Kleer offers cloud-based software that lets dental practices create and manage their own membership plans, removing the need for traditional insurance. The platform is free to implement and helps practices set subscription prices, fee schedules, and treatment protocols, all in the cloud with ongoing support. This approach differs from competitors by empowering dentists to design insurance-free plans with full backing instead of partnering with insurers. Kleer’s goal is to simplify and make dental care more affordable and transparent for both dentists and patients.

About Kleer and Membersy

Simplify's Rating
Why Kleer and Membersy is rated
B+
Rated A on Competitive Edge
Rated B on Growth Potential
Rated B on Differentiation

Industries

Enterprise Software

Healthcare

Company Size

11-50

Company Stage

Acquired

Total Funding

$38.4M

Headquarters

Cupertino, California

Founded

2002

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Simplify's Take

What believers are saying

  • Jim Higgins became CEO on December 9, 2025, signaling fresh sales discipline.
  • Clerri says 7 of top 10 DSOs use its platform.
  • Open Dental expansion on April 7, 2026 opens more installs and cross-sell.

What critics are saying

  • Subscribili, DentalHQ, and Plan Forward target smaller practices with simpler pricing.
  • Rebranding to Clerri in July 2025 resets market identity after May 2024 merger.
  • If dental membership plans stay niche, Clerri becomes a software utility, not a platform.

What makes Kleer and Membersy unique

  • Clerri combines Kleer and Membersy, serving 20,000+ dentists across all 50 states.
  • Open Dental native integration launched April 7, 2026, strengthening workflow lock-in.
  • DMPO licensing and 2026 compliance tools separate Clerri from DIY competitors.

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Funding

Total Funding

$38.4M

Below

Industry Average

Funded Over

4 Rounds

Acquisition funding comparison data is currently unavailable. We're working to provide this information soon!
Acquisition Funding Comparison
Coming Soon

Benefits

Health Insurance

401(k) Company Match

Wellness Program

Disability Insurance

Employee Discounts

Hybrid Work Options

Company Equity

Company News

GlobeNewswire
May 7th, 2024
Charlesbank Capital Partners Announces The Formation Of Kleer-Membersy, Combining The Nation’S Two Largest Tech-Driven Dental Membership Plans

BOSTON, May 07, 2024 (GLOBE NEWSWIRE) -- Charlesbank Capital Partners (“Charlesbank”), a middle-market private investment firm with offices in Boston and New York, today announced the formation of Kleer-Membersy (or the “Company”). The new Company was formed through the acquisition and merger of Kleer and Membersy, the nation’s two largest providers of technology-driven dental membership plans.Founded in 2015 and 2017, respectively, Membersy and Kleer have provided dental practices and dental service organizations (DSOs) with vital tools to build and grow successful membership programs, including consultative plan design, an advanced technology platform, plan branding and marketing collateral, regulatory compliance, and robust support for patients and dental office staff. The combined Company will support an aggregate footprint of 20,000 dentists and millions of patients across all 50 states, covering the entire spectrum of care, from solo practices to the largest DSOs in the country.Charlesbank believes Kleer-Membersy will leverage the two industry leaders’ strengths to create significant value for DSOs, dental practices and their patients, as well as to expand access to care for all uninsured and underinsured Americans. The US currently has more than 76 million adults without dental insurance.“We are thrilled to announce the merger of Kleer and Membersy,” said Mayur Desai, Managing Director at Charlesbank. “Both companies have achieved exceptional market share and growth, bringing a new subscription-based care paradigm to the dental care market.”Added Mike Zirngibl, a Principal at Charlesbank, “This model improves patient access to care, while also improving dental practice performance. By bringing these companies together, we fully expect to enhance their ability to serve dental practices and patients nationwide."“It is very exciting to see our mission to improve patient access to care brought to a new level with this merger,” said Dave Monahan, Kleer’s CEO

Kleer
Dec 19th, 2023
Year of Kleer: Celebrating Growth, Innovation, and Achievement

In January of 2023 Kleer, LLC announced the launch of Kleer Intelligence(TM) (KI), its proprietary PMS integration solution.

PR Newswire
Jul 12th, 2023
Kleer Partners With Overjet, Providing Dental Ai Offerings To Help Improve Patient Outcomes

Nation's leading in-house dental membership plan provider collaborates with Overjet on dental AI solutionsImproving dental diagnoses for patients by enabling easier access to AI-powered radiograph analysis and clinical insightsBOSTON, July 12, 2023 /PRNewswire/ -- Overjet, the industry leader in dental artificial intelligence solutions, today announced a partnership with Kleer, the nation's premier dental membership platform. Through this collaboration, Kleer customers enjoy access to Overjet's innovative artificial intelligence technology to analyze X-rays and provide clinical insights.Since 2018, Kleer has provided dental practices and DSOs with a unique software solution that enables them to offer subscription-based dental membership plans directly to patients and employers. Practices are fully in control, setting the subscription price, fee schedule, and treatment protocols. The platform helps practices reduce dependence on insurance, automate day-to-day plan management, and increase patient loyalty and engagement to maximize profitability and drive long-term growth."Our strategic partnership program is a critical component of Kleer's mission to liberate dental care," said Dave Monahan, CEO and founder of Kleer. "Through our alliances with leading technology companies like Overjet, our goal is to help dental teams do their jobs better, faster, and more efficiently while improving the quality of care for patients. We're excited to introduce Overjet's dental AI technology to Kleer's network of providers to help dental teams deliver best-in-class clinical care."Overjet's FDA-cleared software analyzes and annotates X-rays in real-time, detecting decay, quantifying bone loss, and drawing attention to other areas of concern."We've long admired Kleer in its efforts for setting new precedents in delivering personalized care directly to patients," said Wardah Inam, CEO and founder of Overjet

Technical.ly
Mar 9th, 2023
Advancing Dental Providers’ Tech With The Support Of B2B Partnerships

While studying for a biology degree, Brad James imagined himself as a healthcare provider, motivated to help others. . Nearly five years into his job at Kleer, he’s realized technology — especially innovations in the healthcare space — can exceed his initial altruistic hopes. “There are just so many ways to make an impact within healthcare, especially if you’re working from a technology standpoint,” James said. “The medical field’s tech is light years behind in so many verticals, especially dental. There’s a really big opportunity for innovation.”

EIN News
Dec 5th, 2022
Kleer Wins Third Consecutive Dental Townie Choice Award®

Kleer wins the Dental Townie Choice Award® based on its ease of use, dedication to product innovation, and world-class customer support.

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