About Lively
Lively is a Technology company based in San Francisco (United States) founded in 2016. Health savings accounts are offered for tax-free healthcare investments. It operates on a Subscription Services and Freemium model. Lively has raised $122.2 million across 4 funding rounds from investors including Ally, Telstra Ventures and Costanoa. Its website livelyme.com draws about 461 thousand monthly visits. Lively offers products and services including Health Savings Account (HSA), Flexible Spending Account (FSA), Health Reimbursement Arrangement (HRA), Lifestyle Spending Account (LSA), and COBRA & Direct Bill. Its focus areas include Financial Services, Insurance and Health Insurance. Its legal entity is Lively, Inc. Its competitors include First Dollar, FSAFEDS and Devenir; 1 of its 3 listed competitors has raised funding.
Company details
Lively is established as a provider of flexible employee benefits and health savings solutions, catering to individuals, employers, brokers, and consultants. Services are offered in the healthcare and financial wellness sectors, including Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), and Health Reimbursement Arrangements (HRA). Technology-driven platforms and mobile apps are utilized to simplify benefits administration. Support is provided through AI chatbots and U.S.-based experts, ensuring accessibility and efficiency. Solutions are designed to enhance employee satisfaction and streamline HR processes with transparent pricing and no hidden fees.
- Headquarters San Francisco, United States
- SectorsTechnology
- Website category Finance · Investing
- Phone•••• ••••
- Website livelyme.com
- Social LinkedIn X Facebook
- Legal Name Lively, Inc.
- Total Equity Funding$122.2M (USD)
in 4 rounds
- Latest Funding Round$80M (USD), Series C
Oct 2021
- InvestorsAlly
& 15 more
Products & Services of Lively
Lively offers a comprehensive portfolio of products and services, including Health Savings Account (HSA), Flexible Spending Account (FSA), Health Reimbursement Arrangement (HRA), Lifestyle Spending Account (LSA), and COBRA & Direct Bill.
HSA is offered for healthcare savings and investments.
FSA is provided for pre-tax health expense reimbursements.
HRA is arranged for employer-funded health expense coverage.
LSA is designed for customizable employee wellness spending.
COBRA is managed for continued health coverage options.
Apps and channels of Lively
Lively publishes 2 mobile apps with over 10K+ downloads.
Funding Insights of Lively
Lively has successfully raised a total of $122.2M across 4 strategic funding rounds. The most recent funding activity was a Series C round of $80 million completed in October 2021. 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 $122.2M
- Total Rounds 4
- Last Round Series C — $80M
- First Round $4.2M
(Sep 2017)
- Investors Count 16
All 4 funding rounds of Lively with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2021 | $80M | Series C | – | B Capital | |
| Oct 2019 | $27M | Series B | – | Costanoa | |
| Oct 2018 | $11M | Series A | – | Costanoa | |
| Sep 2017 | $4.2M | Series A | – | Transmedia Capital, Y Combinator |
16 investors in total: 12 institutional and 4 angel.
Investors in Lively
Lively has secured backing from 16 investors, including venture fund, institutional, and angel investors. Prominent investors backing the company include Ally, Telstra Ventures and Costanoa.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital firm backed by Telstra | telstraventures.com | San Francisco, United States | ||
Venture capital firm focused on early stage fintech, data, AI, and security companies | costanoa.vc | Palo Alto, United States | ||
Multistage investments are directed toward technology, healthcare, and climate sectors. | b.capital | Manhattan Beach, United States | ||
Venture capital fund focused on seed-stage investment in multiple sectors | liquid2.vc | San Francisco, United States | ||
Early-stage startups are accelerated via funding and educational programs. | ycombinator.com | Mountain View, United States | ||
Seed and early-stage investments in US tech sectors are made. | pjc.vc | Boston, United States | ||
Venture capital is invested in consumer and enterprise software services. | teamworthy.com | Greenwich, United States | ||
Investments in tech startups are managed by Streamlined Ventures. | streamlined.vc | Palo Alto, United States | ||
VC firm making investment in early stage companies in the US | transmediacapital.com | San Francisco, United States | ||
Early-stage investments are provided to transformative technology companies. | svangel.com | San Francisco, United States |
Investor details for Lively
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Lively
71 people are tracked at Lively (14 in leadership, 57 in team).
| Name | Role | Group |
|---|---|---|
Uyen Jones | Head Of Product | Leadership |
Alex Cyriac | Cofounder & CEO | Leadership |
Tami Flores | Director, Banking and Payments | Leadership |
Emily Wolfe | VP of Growth Marketing | Leadership |
Shobin Uralil | Co-founder and COO | Leadership |
Shannon Duncan | Vice President, Operations and Services | Leadership |
Todd Fivas, MBA | Director, Strategy and Monetization | Leadership |
Luke Surazski | VP Of Product And Engineering | Leadership |
José Santos | Director of Engineering | Leadership |
Chris Williams | Head of Security | Leadership |
Allison Kland | Senior Director, Payments And Fraud | Leadership |
João Santos | Chief Architect | Leadership |
Mat Hebert | Director Of Product Design | Leadership |
Patrick Connelly | Chief Of Staff | Leadership |
Greg Owen | Principle Software Engineer | Team |
Edwin Yuen | Senior Database Engineer | Team |
Yuliya Rychahivska | QA Engineer ||| | Team |
Rafael Felgueiras Pinto | Senior Software Engineer | Team |
Hélio P. | Software Engineering Manager | Team |
Bruno Silva | Senior Software Engineer | Team |
51 more people are available in the full profile.
Complete people profiles for Lively
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Lively
3 dated milestones of Lively across 5 years, from founding to its latest funding, stage changes and deals.
- Founded Lively is founded.
- Funding First funding round of $4.2M.
- Funding Latest funding round, Series C, of $80.0M.
Competitors of Lively
Lively has 3 listed competitors in our database, 1 of them funded. They include First Dollar, FSAFEDS and Devenir.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| firstdollar.com | 2019 | Austin, United States | $19M | 20 | Healthcare and retirement savings are facilitated via an online platform. | |
| fsafeds.com | 2009 | Louisville, United States | An app-based platform for managing savings on healthcare expenses. | |||
| devenir.com | 2011 | Minneapolis, United States | Offers solutions for HSA investment management. |
Detailed competitors of Lively
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Lively
The website of Lively (livelyme.com) receives about 461K visits a month and ranks #99,789 among all websites worldwide, #6,244 in Investing.
- Monthly visits461K
▲ 59.7% vs previous month
- Unique visitors149.5K
per month
- Global rank#99,789
among all websites
- Category rank#6,244
Finance · Investing
- Bounce rate27%
- Pages per visit7.8
- Average visit5 min 09 sec
- DevicesDesktop 63% · Mobile 37%
Websites whose visitors overlap most with Lively. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| fidelity.com | 100% | 129.5M | #275 | View details | |
| schwab.com | 97% | 94M | #365 | View details | |
| robinhood.com | 94% | 40.9M | #1,233 | View details | |
| tradingview.com | 87% | 248.1M | #118 | View details | |
| wealthfront.com | 85% | 3.8M | #12,843 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Lively
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Lively (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Lively
Complete news archive for Lively
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Lively
Lively was founded in 2016 and raised its 1st funding round 1 year after it was founded.
Lively is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Lively is a funded company, having raised a total of $122.2M across 4 funding rounds to date. The company's 1st funding round was a Series A of $4.2M, raised on Sep 2017.
Lively is established as a provider of flexible employee benefits and health savings solutions, catering to individuals, employers, brokers, and consultants. Services are offered in the healthcare and financial wellness sectors, including Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), and Health Reimbursement Arrangements (HRA). Technology-driven platforms and mobile apps are utilized to simplify benefits administration. Support is provided through AI chatbots and U.S.-based experts, ensuring accessibility and efficiency. Solutions are designed to enhance employee satisfaction and streamline HR processes with transparent pricing and no hidden fees.
Lively's top competitors include First Dollar, FSAFEDS and Devenir.
Lively offers Health Savings Account (HSA), Flexible Spending Account (FSA), Health Reimbursement Arrangement (HRA), Lifestyle Spending Account (LSA), and COBRA & Direct Bill.
Lively has 16 investors. Key investors include Ally, Telstra Ventures, Costanoa, B Capital, and Liquid 2 Ventures.
Lively operates through Lively, Inc..
Yes. Lively publishes Lively Benefits and 1 more app, with over 10,000 downloads.
The website of Lively receives about 461 thousand visits a month and ranks #99,789 among all websites worldwide.