HealthEquity, Inc.

15 West Scenic Pointe Drive Suite 100, Draper, UT 84020

HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness incentives, grow their savings, and make investment choices; and health savings accounts. It also provides mutual fund investment platform; and online-only automated investment advisory services through Advisor, a Web-based tool. In addition, the company offers flexible spending accounts; health reimbursement arrangements; and Consolidated Omnibus Budget Reconciliation Act continuation services, as well as administers pre-tax commuter benefit programs. It serves clients through a direct sales force; benefits brokers and advisors; and a network of health plans, benefits administrators, benefits brokers and consultants, and retirement plan record-keepers.

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4.1

Overall Excellence Rating

Industry

Healthcare

Category

Health Information Services

ESG/Ethical Impact

HealthEquity benefits administration helps not only working individuals and families save more of their hard-earned resources for healthcare and retirement costs, but it also benefits the country environmentally and socially. To support the expansion of HSAs and other CDBs going forward and to broaden their usage for others, HealthEquity continues to engage in public policy processes and industry advocacy. We do this primarily through our internal advocacy team. The HealthEquity Advocacy and Government Affairs (AGA) department is committed to educating, developing and deepening relationships within key offices of the government, including both the House and Senate leadership, the health and tax writing staff, committees of jurisdiction, and revenue estimators with a goal of becoming a trusted resource for information about healthcare and benefits. Through our AGA’s efforts, we provide data related to HSAs, FSAs, HRAs, COBRA, commuter, and other benefits by congressional district to help educate and advise on issues that impact our services.HealthEquity was created with a clear social purpose, defined through our mission, vision, and values. Our mission is to help working American families connect health and wealth. We do this through Health Savings Accounts (HSAs) and other consumer-directed benefit (CDB) accounts that individuals and employers use to spend less today and save tax-efficiently for healthcare costs in retirement. Our vision is that HSAs will be as ubiquitous in family financial planning within 10 years as 401(k) and Individual Retirement Accounts are today. We measure progress towards this vision by growth in the number of HSAs and HSA assets among our members and market-wide.HealthEquity maintains an independent Board. • Eight of our 10 directors meet the SEC’s definition of independent. • We have an independent Board chair. • We have standing Board committees overseeing important aspects of our ESG practices impacting our strategy and risk, including oversight of talent management and culture by our Talent Compensation and Culture Committee, oversight of corporate social responsibility and ESG matters by our Nominating, Governance and Corporate Sustainability Committee, and oversight of our cybersecurity and technology practices by our Cybersecurity and Technology Committee.To maximize understanding and utility, HealthEquity is dedicated to client and member education. We connect with proven outreach and engagement at critical junctures like open enrollment and our on-demand webinars. HealthEquity is one of the first HSA administrators to provide access to member-level investment advisory services. Our web- based advisory services, which are provided by HealthEquity Advisors, LLC (a wholly owned subsidiary of HealthEquity, Inc. and an investment adviser registered with the SEC), help members choose and diversify their HSA investments across a breadth of mutual funds, including an ESG mutual fund that allows members to make a socially conscious investment decision and indirectly invest in companies committed to sustainability that are held by that fund. Alongside the ERM Team sits the Compliance Team, which, with colleagues throughout the company, delivers the overall compliance program. Compliance leverages and sustains HealthEquity’s remarkable Purple culture, not least its “DEEP Purple” element (which focuses on “driving excellence, ethics, and process” in the work of all team members). Compliance is governed by the Executive Leadership Team of management and the ARC of the Board.

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Awards Received

2023

Revenues

$757,000,000.00

Website Traffic

Employee Rating

3.9

Customer Rating

3.6

Company Size

1000-5000

ESG Risk Rating

4

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