"We don't just administer benefits — we change people's lives." Stephen D. Neeleman, MD Founder | Vice Chair Our Company Since our founding in 2002, HealthEquity has remained laser-focused on a singular mission: Empower working Americans to gain more choice and control over their healthcare and financial future. By 2030, we plan to make HSAs more common than 401(k)s. Who we serve MILLION+ Members Easy-to-use benefits give members the tools and resources they need to spend smarter, save more and invest in their healthcare. ,000+ Organizations Our Total Solution delivers a powerful lineup of integrated benefits, helping employers offer a better experience at much lower cost. ,000+ Registered benefits advisors Customized solutions and original thought leadership let benefits advisors strengthen relationships while offering a unique benefits package. + Network Partners Powerful integrations with health plans, retirement providers, and TPAs simplify claims processing and enable clients to offer a more rewarding member experience. THE JOURNEY TOWARD REMARKABLE Ongoing enhancements to the client and member experience continue to simplify benefits for millions. See the latest 1996 Founder Steve Neeleman sets out to connect health and wealth for Americans struggling to manage healthcare costs. HIPAA passes, paving the way for widespread medical savings accounts. 1996 1996: Founder Steve Neeleman sets out to connect health and wealth for Americans struggling to manage healthcare costs. HIPAA passes, paving the way for widespread medical savings accounts. 2002 2002: Steve assembles a start-up team in Draper, UT. 2003 2003: HealthEquity onboards its first client and first health plan partner. President George W. Bush signs the Medicare Modernization Act (MMA), creating the Health Savings Account. 2004 2004: The first HealthEquity HSA solution hits the market with our health plan partner. 2006 2006: Treasury grants HealthEquity a Non-Bank Trustee license, enabling us to take custody of HSA assets. 2009 2009: CEO Jon Kessler takes the helm. 2010 2010: HealthEquity completes its first acquisition—a company called First HSA™. 2011 2011: Two more acquisitions help HealthEquity finish the year with $415M in HSA assets. 2012: HealthEquity celebrates its 10-year anniversary by reaching $1 billion in managed HSA assets. 2013: 15 new health plan partners join the HealthEquity ecosystem. Managed HSA assets grow to $1.6 billion. 2014: HealthEquity IPO. Trading begins on the NASDAQ. 2015: Utah Business recognizes HealthEquity as one of Utah’s fastest growing companies and best workplaces. HealthEquity joins the NASDAQ Financial 100 Index and S&P SmallCap 600 Index. 2016: New headquarters open in Draper, UT to accommodate our rapidly expanding team. 2017: HealthEquity introduces 401(k) integrations to its product lineup. 2019: HealthEquity acquires WageWorks in a bid to bring a Total Solution of integrated benefits to more employers in more markets. 2020: The Health Savings Score™ officially launches, delivering a first-of-its-kind analytics tool to help organizations maximize HSA utilization. Member Services call center moves fully to the United States. THE COLOSSUS OF CONSUMER DIRECTED BENEFITS Our mission HSA-centricity Total Solution Connecting health and wealth As the retirement savings gap is widening and healthcare costs keep climbing, we recognize that connected problems require connected solutions. That's why our mission is to connect health and wealth. By bringing together intuitive technology and remarkable service, we enable millions to achieve wellness today and financial wellbeing tomorrow. PURPLE PASSION Purple isn't just our brand color. It's a way of life. It's the remarkable service we're known for. It's the magic we scale to millions of members nationwide. Combining our values, culture, and passion, it drives everything we do. Work with us and you'll discover a remarkable experience brought to you by remarkable people. PURPLE WITH PURPOSE Our differences strengthen our purpose, empowering us to make a concrete impact on the communities and people we serve. In 2015, we launched Purple with Purpose to support organizations that align with our mission to connect health and wealth. Disaster relief Medical research Community wellness Advocacy for consumer-driven healthcare Financial literacy BE PART OF SOMETHING REMARKABLE First slide details. Current Slide Second slide details. Third slide details. Fourth slide details. Fifth slide details. Sixth slide details. Seventh slide details. Eigth slide details. Nineth slide details. Work with us Leadership Jon Kessler President / CEO Stephen D. Neeleman, MD Founder / Vice Chair Tyson Murdock EVP / CFO Del Ladd EVP / GC and Secretary Larry Trittschuh EVP / CSO Natalie Atwood EVP of People Ted Bloomberg EVP / COO Adam Hostetter EVP of Product and Marketing Angelique Hill EVP of Operations Becky Whitehead EVP / CTO Herman Wan SVP / CIO Brad Bennion SVP of Corp Development Steve Lindsay EVP Sales and Relationship Management Individual Support Business Support Products About Follow us Connecting Health and Wealth © 2002-2021 HealthEquity, Inc. All rights reserved | Legal Notices | Privacy Policy Language Assistance/Non-Discrimination Notice Asistencia de Idiomas/Aviso de no Discriminación 語言協助 / 不歧視通知