Upturate Consulting 

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Company details

  1. Business Management Consultant
  2. Health Consultant
  3. Marketing Agency
  4. Marketing Consultant
  5. Media and Marketing Agency

Written by the company

Upturate Consulting is a nationally recognized business consulting firm based in Irvine, California, helping healthcare businesses and wellness innovators grow with precision. Since 2012, we’ve empowered clients across the U.S. through expert guidance in business strategy, marketing & sales consulting, media consulting, operations management, and talent acquisition. We specialize in working with a range of healthcare providers and mission-driven organizations, including: * Standalone medical offices (such as integrative health, functional medicine, concierge practices and Direct cash practices (DCP)) * Group and mental health therapy practices * Pediatric and family medicine clinics * Aesthetic and wellness businesses (such as medspas, weight loss clinics and IV therapy clinics) * Healthtech startup ventures focused on starting or growing care delivery ecosystem innovations We partner with medical providers to maximize operations, improve patient acquisition, and integrate automation technologies like AI scribes and predictive analytics. Our media consulting companyprovides digital creators and entrepreneurs with brand strategy, content marketing, and growth on platforms. From patient engagement and workflow optimization with AI, to brand strategy and digital marketing pipelines, Upturate helps clients transform operations into growth drivers and deliver better outcomes. Known for our results-focused approach, Upturate combines boutique-style service with enterprise-level consulting models—becoming a go-to partner for healthcare professionals, entrepreneurs, and wellness business owners that want scalable systems, measurable ROI, and personalized guidance. Based in California | Working with clients nationwide within the United States


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Rated 5 out of 5 stars

Perfect Balance Between Tech and Care

Easily the thing that I'm most excited about since consulting with Upturate is they showed us how to use AI scribes and data tracking in a way that made our day easier, not harder. We were interested in using AI tools in our pediatric practice but were concerned about sacrificing the personal touch that families come to us for. Troy, Taylor, and Rhodelle at Upturate helped us to find what was best for us — no pushing, no over-complicating things. I can't tell you how nervous I was because of HIPAA and just feeling nervous because it's unchartered territory but the results are so, so, worth it. We spend less time bogged down in admin tasks and can spend more time with patients. I just want to emphasize that it wasn't just about technology; it was about helping us work smarter without losing what makes our care unique.

August 27, 2025
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Rated 5 out of 5 stars

Happy Therapy Practice Owner

I run a group therapy practice. What that means is that we're a mental health clinic, counseling practice where multiple therapists run therapy sessions — for example, weekly therapy groups for anxiety, grief, addiction recovery, or family support, as well as individual sessions of course. Sensitive stuff. So there are a lot of moving parts — clients, clinicians, scheduling, billing — and somehow Upturate understood it all right away. Instead of pushing a generic strategy, they listened, asked the right questions, and gave us tools that made sense for our practice. Honestly, it wasn’t a big flashy overhaul; it was a series of small, thoughtful changes that added up. We communicate better with clients now, our scheduling is sooo much smoother, and we’re growing steadily without feeling overwhelmed. It feels like they’re invested in our success, not just checking boxes. The next thing we're working on is using Ai in sessions for session notes etc. all while staying compliant. I'll update my review with more details once that's fully rolled out but even without that, I am so pleased with upturate--and the other therapists feel the same way.

August 26, 2025

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