Summary
HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness incentives, grow their savings, and make investment choices; and health savings accounts. It also provides mutual fund investment platform; and online-only automated investment advisory services through Advisor, a Web-based tool. In addition, the company offers flexible spending accounts; health reimbursement arrangements; and Consolidated Omnibus Budget Reconciliation Act continuation services, as well as administers pre-tax commuter benefit programs. It serves clients through a direct sales force; benefits brokers and advisors; and a network of health plans, benefits administrators, benefits brokers and consultants, and retirement plan record-keepers. The company was incorporated in 2002 and is headquartered in Draper, Utah.
History
HealthEquity was incorporated in January 2002 in Tucson, Arizona by Stephen Neeleman, Nuno Battaglia, and David Hall to re-introduce consumer-driven health care . It moved its incorporation to Utah in February 2004. HealthEquity went public via an IPO on July 31, 2014 under the symbol "HQY".
Mission
Our mission is to empower health care consumers with intelligent financial management, trusted advisors, and honest advice.
Vision
Our vision is a future where every health management dollar is invested wisely and every health care decision is made with confidence.
Key Team
Mr. Larry L. Trittschuh (Exec. VP & Chief Security Officer)
Mr. Elimelech Rosner (Exec. VP & CTO)
Mr. Richard Putnam (VP of Investor Relations)
Mr. Delano Ladd (Exec. VP, Gen. Counsel & Sec.)
Mr. Steve Lindsay (Exec. VP of Sales & Relationship Management)
Mr. Brad Bennion (Sr. VP of Corp. Devel.)
Ms. Tia Padia (Sr. VP of Marketing)
Recognition and Awards
HealthEquity has won numerous awards such as, Forbes Best of the Web and the Stevie Awards for Excellence.We have also been featured in the Wall Street Journal, the New York Times, and USA Today.
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