Company Description
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, receive personalized benefit information, earn wellness incentives, grow their savings, and make investment choices; and health savings accounts.
It also provides 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.
HealthEquity, Inc. was incorporated in 2002 and is based in Draper, Utah.
| Country | United States |
| Founded | 2002 |
| IPO Date | Jul 31, 2014 |
| Industry | Health Information Services |
| Sector | Healthcare |
| Employees | 3,150 |
| CEO | Jon Kessler |
Contact Details
Address: 15 West Scenic Pointe Drive, Suite 100 Draper, Utah 84020 United States | |
| Phone | 801 727 1000 |
| Website | healthequity.com |
Stock Details
| Ticker Symbol | HQY |
| Exchange | NASDAQ |
| Fiscal Year | February - January |
| Reporting Currency | USD |
| CIK Code | 0001428336 |
| CUSIP Number | 42226A107 |
| ISIN Number | US42226A1079 |
| SIC Code | 7389 |
Key Executives
| Name | Position |
|---|---|
| Jon Kessler | President, Chief Executive Officer and Director |
| Dr. Stephen D. Neeleman | Founder and Vice Chairman |
| James M. Lucania | Chief Financial Officer and Executive Vice President |
| Elimelech Rosner | Executive Vice President and Chief Technology Officer |
| Delano Ladd | Executive Vice President, General Counsel and Secretary |
| Richard Putnam | Vice President of Investor Relations |
| Steve Lindsay | Executive Vice President of Sales and Relationship Management |
| Brad Bennion | Executive Vice President of Corporate Development and Strategy |
| Tia Padia | Executive Vice President and Chief Marketing Officer |
| Cheryl King | Executive Vice President and Chief People Officer |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Nov 12, 2024 | 8-K | Current Report |
| Oct 9, 2024 | 144 | Filing |
| Oct 7, 2024 | 144 | Filing |
| Oct 7, 2024 | 144 | Filing |
| Oct 7, 2024 | 144 | Filing |
| Sep 12, 2024 | 144 | Filing |
| Sep 6, 2024 | 144 | Filing |
| Sep 6, 2024 | S-3ASR | Automatic shelf registration statement of securities of well-known seasoned issuers |
| Sep 6, 2024 | 144 | Filing |
| Sep 3, 2024 | 10-Q | Quarterly Report |