Lively

San Francisco, United States Founded: 2016 • Age: 10 yrs
Health savings accounts are offered for tax-free healthcare investments.
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About Lively

Lively is a company based in San Francisco (United States) founded in 2016. It operates as a Subscription Services, and Freemium. Lively has raised $122.2 million across 4 funding rounds from investors including Ally, Telstra Ventures and Costanoa. 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. Lively operates in a competitive market with competitors including First Dollar, FSAFEDS and Devenir, among others.

  • Headquarter San Francisco, United States
  • Sectors
    Technology
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Lively, Inc.
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $122.2 M (USD)

    in 4 rounds

  • Latest Funding Round
    $80 M (USD), Series C

    Oct 13, 2021

  • Investors
    Ally

    & 15 more

  • Employee Count
    Employee Count
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

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.

People of Lively
Headcount 50-200
Employee Profiles 73
Employee Profiles
People
Uyen Jones
Head Of Product
People
Edwin Yuen
Senior Database Engineer
People
Yuliya Rychahivska
QA Engineer |||
People
Rafael Felgueiras Pinto
Senior Software Engineer

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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
  • Total Rounds 4
  • Last Round Series C — $80.0M
  • First Round

    (26 Sep 2017)

  • Investors Count 16
Date Amount Transaction Name Valuation Lead Investors Investors
Oct, 2021 Amount Series C - Lively Valuation B Capital
Oct, 2019 Amount Series B - Lively Valuation Costanoa
Oct, 2018 Amount Series A - Lively Valuation Costanoa
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 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. 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
Angel
Investor Description Founded Year Domain Location
Venture capital firm backed by Telstra
Founded Year Domain Location
Venture capital firm focused on early stage fintech, data, AI, and security companies
Founded Year Domain Location
Multistage investments are directed toward technology, healthcare, and climate sectors.
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 Lively

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

Financial Statements - Lively

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

Lively Comparisons

Employees
+
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Competitors of Lively

Lively 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 First Dollar, FSAFEDS and Devenir, 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
Healthcare and retirement savings are facilitated via an online platform.
domain founded_year HQ Location
An app-based platform for managing savings on healthcare expenses.
domain founded_year HQ Location
Offers solutions for HSA investment management.
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 Lively

Frequently Asked Questions about Lively

When was Lively founded?

Lively was founded in 2016 and raised its 1st funding round 1 year after it was founded.

Where is Lively located?

Lively is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.

Is Lively a funded company?

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 $11M, raised on Sep 26, 2017.

What does Lively do?

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.

Who are the top competitors of Lively?

Lively's top competitors include First Dollar, FSAFEDS and Devenir.

What products or services does Lively offer?

Lively offers Health Savings Account (HSA), Flexible Spending Account (FSA), Health Reimbursement Arrangement (HRA), Lifestyle Spending Account (LSA), and COBRA & Direct Bill.

Who are Lively's investors?

Lively has 16 investors. Key investors include Ally, Telstra Ventures, Costanoa, B Capital, and Liquid 2 Ventures.

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