Lively

San Francisco, United States Founded: 2016 • Age: 10 yrs
Health savings accounts are offered for tax-free healthcare investments.
Annual revenue - Latest available
Total funding $122.2M 4 rounds
Employees - Tracked headcount
Investors 16 Known backers
Products 5 Services tracked
Competitors 4 Brand Intelligence

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
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  • Website
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  • Social
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  • Legal Name Lively, Inc.
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • 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
    Not available
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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.

Product name locked
Category locked
Primary

HSA is offered for healthcare savings and investments.

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FSA is provided for pre-tax health expense reimbursements.

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HRA is arranged for employer-funded health expense coverage.

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LSA is designed for customizable employee wellness spending.

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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.

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.

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Venture Fund
Institutional
Angel
Investor Description Founded Year Domain Location
Venture capital firm backed by Telstra
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Venture capital firm focused on early stage fintech, data, AI, and security companies
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Multistage investments are directed toward technology, healthcare, and climate sectors.
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Investor details for Lively

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Investments & Acquisitions by Lively

Investments
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Investment portfolio details for Lively

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Financial Statements - Lively

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Detailed financials for Lively

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Lively Comparisons

Lively Primary company
Description
Health savings accounts are offered for tax-free healthcare ...
Location
San Francisco, United States
Founded Year
2016
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Lively

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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.

Company Name Domain Founded year HQ Location Description
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Healthcare and retirement savings are facilitated via an online platform.
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An app-based platform for managing savings on healthcare expenses.
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Offers solutions for HSA investment management.
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Detailed competitors of Lively

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Latest news on Lively

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Complete news archive for Lively

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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.

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.

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