HealthEquity

Draper, United States Founded: 2002 • Age: 24 yrs
Health benefits and savings are managed through an app-based platform.
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About HealthEquity

HealthEquity is a company based in Draper (United States) founded in 2002 by Steve Neeleman.. HealthEquity has raised $15.28 million across 6 funding rounds from investors including HHS and Berkley Capital. The company has 3,120 employees as of January 31, 2024. HealthEquity has completed 3 acquisitions, including HelloFurther, Luum and WageWorks. HealthEquity operates in a competitive market with competitors including Hinge Health, Alight, Swile, Practo and Accolade, among others.

  • Headquarter Draper, United States
  • Employees 3120 as on 31 Jan, 2024
  • Founders Steve Neeleman
  • Stage Public
  • Sectors
    Financial Services
    Technology Healthcare
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Healthequity, Inc.
Operational Areas
Financial Services → Insurance & Risk Management
Technology → Enterprise Software & Productivity Solutions
Healthcare → Health Technology & Digital Health
Key Metrics
  • Annual Revenue
    $1.2 B
    20.03
    as on Jan 31, 2025
  • Net Profit
    $96.7 M
    73.58
    as on Jan 31, 2025
  • EBITDA
    $392.52 M
    39.58
    as on Jan 31, 2025
  • Total Equity Funding
    $15.28 M (USD)

    in 6 rounds

  • Latest Funding Round
    $12.5 M (USD), Series B

    Aug 11, 2011

  • Investors
    HHS

    & 1 more

  • Employee Count
    3120

    as on Jan 31, 2024

  • Investments & Acquisitions
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IPO & Listings of HealthEquity

HealthEquity is a publicly listed company on the NASDAQ with ticker symbol HQY in USA, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.

Exchange: NASDAQ · Ticker: HQY . Sector: Finance · USA
People of HealthEquity
Headcount 1000-5000
Employee Profiles 600
Board Members and Advisors 10
Employee Profiles
People
Kimberly Warren
Relationship Manager
People
Nichole Baibos
Director, Proposal Services
People
Sara Tegge
Senior-level Proposal Management
People
Jeff Nelson
Client Relationship Manager

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Board Members and Advisors
people
Stephen D. Neeleman
Founder & Vice Chair
people
Paul Black
Director
people
Debra McCowan
Director
people
Gayle Wellborn
Director

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Funding Insights of HealthEquity

HealthEquity has successfully raised a total of $15.28M across 6 strategic funding rounds. The most recent funding activity was a Series B round of $12.5 million completed in August 2011. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 6
  • Last Round Series B — $12.5M
  • First Round

    (18 Nov 2002)

  • Investors Count 2
Date Amount Transaction Name Valuation Lead Investors Investors
Aug, 2011 Amount Series B - HealthEquity Valuation

investors

Dec, 2006 Amount Grant - HealthEquity Valuation

investors

HHS
Nov, 2006 Amount Series B - HealthEquity Valuation Berkley Capital
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in HealthEquity

HealthEquity has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include HHS and Berkley Capital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
-
Founded Year Domain Location
Public health and human services are overseen by HHS.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by HealthEquity

HealthEquity has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include HelloFurther, Luum and WageWorks. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Employee benefits are managed via a cloud-based commuting platform.
2012
Employee benefits management
2000
App-based platform for managing healthcare savings accounts is offered.
1989
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - HealthEquity

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Healthequity Comparisons

Employees
+
Add Comparison
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Competitors of HealthEquity

HealthEquity operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Hinge Health, Alight, Swile, Practo and Accolade, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Virtual physical therapy and digital pain care solutions are provided.
domain founded_year HQ Location
Cloud-based HRMS solutions are offered for enterprise HR management.
domain founded_year HQ Location
A card-linked wallet is provided for employee financial management.
domain founded_year HQ Location
Doctor appointments are booked and healthcare professionals are consulted online.
domain founded_year HQ Location
Employee health benefits are facilitated via a cloud-based platform.
domain founded_year HQ Location
Employee benefit administration and payment solutions are provided for enterprises.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Healthequity

Frequently Asked Questions about HealthEquity

When was HealthEquity founded?

HealthEquity was founded in 2002.

Where is HealthEquity located?

HealthEquity is headquartered in Draper, United States. It is registered at Draper, Utah, United States.

Is HealthEquity a funded company?

HealthEquity is a funded company, having raised a total of $15.28M across 6 funding rounds to date.

How many employees does HealthEquity have?

As of Jan 31, 2024, the latest employee count at HealthEquity is 3,120.

What is the annual revenue of HealthEquity?

Annual revenue of HealthEquity is $1.2B as on Jan 31, 2025.

What does HealthEquity do?

Employee benefits management platform for individuals and businesses. It provides an app based platform to assist in health savings, health plan solutions to help individuals build health savings while assisting employers to cut costs on benefits through integrated health care account administration, and investment tools. It features personalized savings strategies and consumer education tools. It allows users to upload photos of medical bills to initiate claims and payments, make payments to providers or reimburse out of pocket expenses from the insurer. It is also available on the Android and iOS version.

Who are the top competitors of HealthEquity?

HealthEquity's top competitors include Accolade, Hinge Health and Alight.

Is HealthEquity publicly traded?

Yes, HealthEquity is publicly traded on NASDAQ under the ticker symbol HQY.

How many acquisitions has HealthEquity made?

HealthEquity has made 3 acquisitions, including HelloFurther, Luum, and WageWorks.

Who are HealthEquity's investors?

HealthEquity has 2 investors. Key investors include HHS, and Berkley Capital.

What is HealthEquity's ticker symbol?

The ticker symbol of HealthEquity is HQY on NASDAQ.

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