Company profile: HealthEquity
1.1 - Company Overview
Company description
- Provider of Health Savings Accounts (HSAs) and other consumer-directed benefits, administering HSAs, FSAs, HRAs, Dependent Care FSAs, commuter and lifestyle benefits. Partners with employers, benefits advisors, and health and retirement plan providers to connect health and wealth via tax-advantaged accounts.
Products and services
- FSA: Creates a pre-tax account for eligible medical expenses, requiring funds be spent within the plan year or they expire, characterized as a pre-tax arrangement
- HRA: Constructs an employer-funded reimbursement plan for incurred medical expenses and, in some cases, insurance premiums, enabling defined reimbursements for eligible costs
- HSA: Engineers a tax-advantaged account enabling tax-deductible contributions, tax-free earnings, and tax-free distributions for qualified medical expenses
- Funds roll over annually and can be invested.
Key contacts
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Financial details
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1.2 - Competitors and similar companies to HealthEquity
HelloWallet
HQ: United States
Website
- Description: Provider of a web and mobile app delivering financial and holistic guidance for employees, and cloud-based products that offer executives a data platform to align corporate spending with human capital needs and inform workforce compensation and rewards decisions, driving engagement and wellness.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full HelloWallet company profile →
Solera Health
HQ: United States
Website
- Description: Provider of value-based digital health solutions connecting individuals to programs for diabetes prevention, weight management, mental health and stress support through mindfulness and cognitive behavioral therapy, women's health across life stages, falls prevention to improve strength and balance, and in-home personal care services including companionship, caregiver respite, and assistance with daily living.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Solera Health company profile →
Spectrum.Life
HQ: Ireland
Website
- Description: Provider of healthtech clinical services, tech infrastructure, and personalized care, delivering 24/7 mental health and wellbeing support with a personal mental health coach and open-ended therapy. Offers workplace and education solutions, insurer health support, a Student Assistance Programme via digital platform and app, and AI-powered tools to improve patient care and streamline operations.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Spectrum.Life company profile →
Retica
HQ: United States
Website
- Description: Provider of full-eye eye biometric authentication solutions for logical, physical and digital ID applications for government, industry and business enterprises worldwide.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Retica company profile →
Advance Medical
HQ: United States
Website
- Description: Provider of physician-based telemedicine and home and health care services, enabling employers and insurers to offer concierge-level medical advice and support to patients worldwide via offices in the U.S., Europe, Asia, and South America; founded in 1999.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Advance Medical company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for HealthEquity
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to HealthEquity
2.2 - Growth funds investing in similar companies to HealthEquity
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4 - Top valuation comps for HealthEquity
4.2 - Public trading comparable groups for HealthEquity
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