# Kleer and Membersy

> Kleer and Membersy merged in 2024 under Charlesbank Capital Partners and rebranded as Clerri in July 2025. The Austin company provides dental membership software and services for independent practices and dental groups, including plan design, enrollment, recurring billing, marketing, compliance support and practice-management integrations. It reports serving more than 25,000 dentists across all 50 U.S. states.

- **Founded:** 2024
- **Headquarters:** Austin, United States
- **Founders:** Dave Monahan (Founder of predecessor Kleer; former combined-company CEO, later advisor and board observer), Eric Johnson (Founder of predecessor Membersy; founding CEO)
- **Products:** Care Membership Platform, Clerri Bridge, Clerri API, Growth and compliance services, Cherry financing integration
- **Notable:** Combined footprint of 20,000 dentists announced at the May 2024 merger., Current company-reported footprint exceeds 25,000 dentists across all 50 states., Ranked No. 4,466 on the 2025 Inc. 5000 list.

## Products & services

- **Care Membership Platform** — Practice-branded plan design, patient enrollment, automated payments and renewals, member portals and reporting.
- **Clerri Bridge** — Membership workflows and patient savings tools inside existing dental practice management software.
- **Clerri API** — Member-data synchronization and custom integrations for DSOs, enterprise partners and software providers.
- **Growth and compliance services** — Plan pricing support, onboarding, staff training, marketing, success management and regulatory support.
- **Cherry financing integration** — Initiates patient financing pre-approval from the treatment-plan workflow alongside membership enrollment.

## Achievements

- Combined footprint of 20,000 dentists announced at the May 2024 merger.
- Current company-reported footprint exceeds 25,000 dentists across all 50 states.
- Ranked No. 4,466 on the 2025 Inc. 5000 list.
- Completed SOC 2 Type I audit, announced February 17, 2026.

## Latest updates

- **2026-08** — Rewards changes announced for August 1 replace tiers with per-enrollment points and remove the earning cap.
- **2026-05** — Cherry patient financing integration announced May 26; Open Dental membership write-back and CareStack integrations also announced that month.
- **2026-04** — Expanded Open Dental native integration announced; requires Open Dental version 25.4 or higher.
- **2026-02** — New developer API launched and SOC 2 Type I audit completion announced.
- **2025-12** — Jim Higgins appointed CEO on December 9, succeeding Dave Monahan.

## Links

- Website: https://clerri.com/
- LinkedIn: https://www.linkedin.com/company/clerri/
- Twitter/X: https://x.com/KleerMembersy
- YouTube: https://www.youtube.com/@Clerri_Official
- Instagram: https://www.instagram.com/clerri_official/
- Facebook: https://www.facebook.com/Clerri/

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Profile page: https://yespress.io/kleer-and-membersy
Published by YesPress — https://yespress.io
Last updated: 2026-10-03