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Dr. Avery Sampleton
UHNWEvanston, IL
Estimated Net Worth
$55M–85M
Contact Info
About
Bio
Dermatologist turned healthcare entrepreneur who co-founded Meridian Health Partners in 1998, after six years running a private dermatology practice in Boston, and grew it from a three-clinic group into a forty-location specialty care network across the Midwest, taking the company public in 2016. [1] [2]
Stepped down in 2019 when Meridian was acquired in a deal reported at roughly $120 million, and joined the board of Hartline Medical Systems the following year. Since 2021 a general partner at Bluewater Capital Partners, leading the firm's healthcare technology investments. [2] [5]
Lives in Evanston, Illinois with her spouse Morgan, sails and runs marathons, and centers her philanthropy on cancer research and higher education. [8]
Employment
Bluewater Capital Partners
General Partner [5]
2021 – Present
Meridian Health Partners
Chief Executive Officer [2]
1998 – 2019
Hartline Medical Systems, Inc.
Board Director [1]
2020 – Present
Education
Northwestern University
MBA, Finance [1]
1984 – 1986
Tufts University
BS, Biology [1]
1980 – 1984
Built for how you prospect
Find qualified prospects
Describe your ideal client in plain English and surface the people who match exactly what you're looking for.
- Business owners in Dallas who recently sold a company
- Executives in Boston worth $10M+ nearing retirement
- Physicians in Scottsdale with a net worth over $5M
- Founders in Austin who raised a Series B this year
Go into every conversation prepared
In a matter of seconds, get up to speed on everything you need to know about any lead, prospect, or client.
Dr. Avery Sampleton
UHNWEvanston, IL
Estimated Net Worth
$55M–85M
Contact Info
About
Bio
Dermatologist turned healthcare entrepreneur who co-founded Meridian Health Partners in 1998, after six years running a private dermatology practice in Boston, and grew it from a three-clinic group into a forty-location specialty care network across the Midwest, taking the company public in 2016. [1] [2]
Stepped down in 2019 when Meridian was acquired in a deal reported at roughly $120 million, and joined the board of Hartline Medical Systems the following year. Since 2021 a general partner at Bluewater Capital Partners, leading the firm's healthcare technology investments. [2] [5]
Lives in Evanston, Illinois with her spouse Morgan, sails and runs marathons, and centers her philanthropy on cancer research and higher education. [8]
Employment
Bluewater Capital Partners
General Partner [5]
2021 – Present
Meridian Health Partners
Chief Executive Officer [2]
1998 – 2019
Hartline Medical Systems, Inc.
Board Director [1]
2020 – Present
Education
Northwestern University
MBA, Finance [1]
1984 – 1986
Tufts University
BS, Biology [1]
1980 – 1984
Connections
Patricia Foreman
In NetworkPatricia Foreman serves on the board of the Bay Area Cancer Research Alliance with Avery. [8]
Net Worth
Estimated Net Worth
$55M–85M
Estimated Liquidity
$18M–$30M
Key Takeaway
Avery's wealth rests on one well-documented event: the 2019 sale of Meridian Health Partners put roughly $28M–$42M in her hands, most of it still liquid. The Bluewater carry and the $8M–$9M Hartline stake are the long-term story, and the concentration risk.
Income
| Type | Name | Period | Value | |
|---|---|---|---|---|
| Realized | Meridian Health Partners Co-founder & CEO · sale proceeds | 2019 | $28M–42M | |
| Realized | Hartline Medical Systems Director · Form 4 stock sales | 2024–2026 | $3.2M–4.1M | |
| Fund | Bluewater Capital Partners General Partner · salary, carry & fees | 2021–present | $1.5M–4.9M/yr | |
| Inheritance | Estate of Eleanor Sampleton Heir · probate record | 2019 | $4M–6M | |
| Salary | Hartline Medical Systems Director fees | 2020–present | $250K–350K/yr |
Non-Cash Assets
| Type | Entity | Ownership | Value | |
|---|---|---|---|---|
| Public Equity | Hartline Medical Systems, Inc. | $8M–9M | ||
| Private Equity | Nimbus Care, Inc. | $12M–24M | ||
| Personal Property | 412 Lakeview Terrace, Evanston, IL Single Family | Owned | $2.1M | |
| Investment Property | Lakefront Commons LLC | $3M–6M |
Investment Vehicles
- Private Foundation
The Sampleton Family Foundation
President [6]
- Family Office
Sampleton Family Office LLC
Managing Member [3]
Relationships
Family Members
Morgan Sampleton
Avery's spouse since 1990 and co-trustee of the family foundation; a former hospital administrator. [11]
Also sourced from two donations
Riley Sampleton
Avery's child, named alongside her as a director in the foundation's 2024 filing. [11]
Work Associates
Dana Okafor
Co-founded Meridian Health Partners with Avery in 1998 and ran its clinical side through the 2019 sale. [2]
Jordan Lee
Fellow general partner at Bluewater Capital Partners since 2021. [5]
General Associates
Patricia Foreman
Fellow trustee at the Bay Area Cancer Research Alliance since 2020. [8]
Hayley Guerrero
Chairs the Hartline Medical Systems board Avery joined in 2020. [1]
Philanthropy
Issues
Private Foundations
The Sampleton Family Foundation
President [11]
Assets: $12.4M
Total grants given: $1.1M
Publicly Reported Nonprofit Donations
- Cancer (1)
- Art Museums (1)
- Higher Education (1)
| Organization | Year | Amount | Category | Source | |
|---|---|---|---|---|---|
| Bay Area Cancer Research Alliance | 2023 | $25K - $50K | Cancer | ||
| Lakeshore Art MuseumDonation with Morgan Sampleton | 2021 | $100K | Art Museums | ||
| Northwestern UniversityIn honor of Prof. Miriam Feld | 2021 | $50K - $100K | Higher Education |
Boards
| Organization | Year | Title | Category | Source | |
|---|---|---|---|---|---|
| Bay Area Cancer Research Alliance5 boards | 2020 - 2024 | Trustee | Cancer | ||
| Midwest Hospital Foundation8 boards | 2009 - 2017 | Director | Health |
Philanthropic Sources
- [8]Bay Area Cancer Research Alliance
- [9]Lakeshore Art Museum
[10]Northwestern University
[11]ProPublica Nonprofit Explorer
Political
Dollars Given by Party
Dollars Given by Race Type
Giving History
Sources
Social Media
[1] LinkedIn
News
[2] Bloomberg
[3] Crain's Chicago Business
[4] Business Wire
Biography
- [5] Bluewater Capital Partners
[6] Crunchbase
[7] Forbes
Philanthropy
- [8] Bay Area Cancer Research Alliance
- [9] Lakeshore Art Museum
Campaign Finance
[12] Federal Election Commission
[13] OpenSecrets
Other
[14] SEC EDGAR
[15] Cook County Assessor
Identify high-value referral opportunities
Quickly map actionable relationships and warm intros from your existing network.
Patricia's path to Avery
Patricia Foreman serves on the board of the Bay Area Cancer Research Alliance with Avery. [8]
The prospecting tool you've been waiting for.
WealthAtlas is built from the ground up with AI, so you spend less time gathering data and more time in front of the right people.
Accurate profiles
Fine-tuned agents work across the open web + proprietary databases, and every fact in WealthAtlas is cited back to the original source.
Up-to-date data
WealthAtlas' agents are constantly updating profiles, so you're always seeing the most up-to-date information available on prospects.
Actionable insights
See who in your network already knows a prospect, and proactively identify high-value referral opportunities.
Contact information
Access verified email, phone, mailing address, & social media information on your top prospects so outreach is a breeze.
Pricing
Starter
For advisors just starting out
- Month-to-month billing
- Unlimited searches
- Unlimited profile views
- Use your Network
- Advanced wealth modeling
- 100 A contact credit gets you contact information for one profile. per month
Standard
For advisors looking to grow
- Month-to-month billing
- Unlimited searches
- Unlimited profile views
- Use your Network
- Advanced wealth modeling
- 500 A contact credit gets you contact information for one profile. per month
Team
For firms or groups of advisors
- Everything in Standard
- Multiple seats
- Shared networks
- API access
- More A contact credit gets you contact information for one profile.
- Priority support
- Dedicated onboarding
Not sure which plan is right for you? Contact sales
Frequently asked questions
How is WealthAtlas different from other wealth intelligence tools?
Traditional prospecting tools pull from a fixed set of data sources and are often inaccurate + out of date. WealthAtlas is built from the ground up with AI: our agents research people across the open web, assemble verified profiles, and cite every source, so you can see exactly where each piece of information came from.
That means profiles that are more accurate, up-to-date, and actionable.
Who is WealthAtlas for?
Financial advisors and wealth management teams whose business depends on understanding high-net-worth individuals: finding qualified prospects, preparing for every conversation, and turning an existing network into warm introductions.
Where does the data come from?
The open web: SEC filings, property records, company data, news, nonprofit filings, and much more. Every fact on a profile is cited back to its source so you can verify it yourself.
Anything you bring into WealthAtlas stays yours. We never use customer data to train models or to build profiles for anyone else. Read about our security and privacy commitments.
What does a profile include?
A WealthAtlas profile brings together, with sources for each:
- A biography, plus career and education history.
- Estimated net worth, liquidity, income sources, and non-cash assets like real estate and private equity.
- Board seats, philanthropy, and political giving.
- Family, business associates, and the people in your own network who know them.
- Verified email addresses and phone numbers, revealed when you need them.
The full list of fields is in the profile data dictionary.
How does WealthAtlas use AI?
AI does the heavy lifting of research: reading thousands of sources, resolving which records belong to the same person, and organizing what it finds into a clear, cited profile. The goal isn't to replace your judgment. It's to give you back the hours you'd otherwise spend in search results and spreadsheets before a first conversation.
Is WealthAtlas a CRM?
No. WealthAtlas is a research tool that works alongside whatever you already use to manage relationships. It also works inside AI assistants like Claude and ChatGPT, so you can research and prospect in conversation. Learn about the WealthAtlas MCP server.
Is it really free to try?
Yes. Create an account and start searching right away, no card required. The free plan includes a limited number of full profile views and contact reveals. When you're ready for more, paid plans start at $99 a month. See pricing.
How is my data kept secure?
WealthAtlas is SOC 2 Type II and HIPAA compliant. Data is encrypted at rest and in transit, access is scoped to your team, and your data is never used to train AI models. More on security.
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