Investment Services

Wakely's Investment Services Team combines comprehensive knowledge, data, and solutions to complement your investment strategies.

Wakely brings broad and deep subject matter expertise and market knowledge across Medicare Advantage, Part D, Medicaid managed care, commercial health insurance, pharmacy, and provider services.  We are a leader in providing strategic advice and analytics to health plans and providers to help them succeed and grow in their respective markets. We bring both experienced actuaries and industry-leading tools to collaboratively and transparently solve financial challenges for our clients. 

Government-sponsored healthcare is complicated, nuanced, and ever-changing. Providing durable value to an ever changing industry is even harder.  Financial sponsors such as private equity firms benefit from the depth of knowledge and resources that Wakely possesses.  We live and breathe the ins and outs of government sponsored healthcare, and we are here to help!



Products and Tools


The Wakely Medicare Advantage Competitive Analysis Tool (WMACAT) is designed to be used by health plans to compare Medicare Advantage benefits and market information at the national, state, and county level. The tool presents data in Excel format when a comprehensive comparison of benefits is desired, and in Power BI dashboard format when the user wants to drill down into market/county statistics such as enrollment, Star Ratings, historical risk scores, etc.

Learn More


The Wakely Affordable Care Act Competitive Analysis Tool (WACACAT) is designed for users to gather market intelligence for the individual, small group, and catastrophic commercial markets. The interactive tool allows users to dynamically explore market share, profitability, risk adjustment, plan availability, and premium amounts on a PowerBI dashboard. Wakely has combined public data sources to create analytic driven visuals that allow users to quickly gather insights about their current and future marketplaces.

Learn More

Wakely Risk Insight

Wakely risk insight is a series of studies surrounding drivers of profitability within the ACA, Medicare Advantage, ACO, and other markets.

Wakely Medicare Advantage Part C Benchmark Model

This model provides historical and projected Part C county level benchmarks, based on expected changes in growth rates, county quartiles, double bonus status, and geographic factors.  Benchmarks are projected for both the Individual Medicare Advantage market and Employer Group Waiver plans.

Data Sets
Medicare 100% Research Identifiable File
Medicare Limited Data
(LDS – 5% sample)
Wakely Medicare Advantage Aggregate Client Data
Wakely ACA
Large Group Commercial Data


Our Investment Services Team

Interested in Working with Us?