Agency
Having Brex makes everything easier for G Squared
The Tera Difference
10 minutes
IMPLEMENTATION TIME
User experience, integrations, fees
PAIN POINTS
Company Info
2016
FOUNDED
San Francisco, CA
HEADQUARTERS
Company
Clearstep is a patient triage platform that helps health systems meet the demands of the modern consumer by diagnosing symptoms, scheduling appointments, estimating insurance costs, and routing customers to the appropriate health professionals.
Challenge
While scaling to meet the growing demand for telehealth solutions, Clearstep needed to uplevel its financial services partner as well. As it explored new banking options, founder and CTO David Zbarsky recalls the company’s ill-fated transition to funding its SVB account. “The process was a nightmare, to be honest,” he remembers. SVB requested a series of documents from the company, even after Clearstep had already closed its account and switched over to Brex.
