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Healthequity Inc
15 W Scenic Pointe Dr Ste 100
Phone: (801) 727-1000p:801 727-1000 DRAPER, UT  84020-6120  United States Ticker: HQYHQY

Business Summary
HealthEquity, Inc. is engaged in providing technology-enabled services that help consumers make healthcare savings and spending decisions. The Company uses its technology to manage consumers' tax-advantaged health savings accounts (HSAs) and other consumer-directed benefits (CDBs) offered by employers, including flexible spending accounts and health reimbursement arrangements (FSAs and HRAs), and to administer Consolidated Omnibus Budget Reconciliation Act (COBRA), commuter and other benefits. It offers a mutual fund investment platform and access to an online-only automated investment advisory service to all its members. It offers multiple cloud-based platforms, accessed by its members online via a desktop or mobile device, through which individuals can 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.
(Source: 10-K)

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
YesYes-YesYes--

Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
10/31/20231/31/2023YesYes-YesYes

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Independent Non-Executive Chairman of the Board Robert W.Selander 72 1/1/2021 9/29/2015
President, Chief Executive Officer, Director JonKessler 55 2/1/2014 3/1/2009
Vice Chairman of the Board, Founder Stephen D.Neeleman 55 2/1/2014 11/1/2002
7 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
CONEXIS Benefits Administrators, LP. 721 South Parker Orange CA United States
WageWorks, Inc. 1100 Park Place San Mateo CA United States
Luum 119 S Main St Seattle WA United States

Business Names
Business Name
CONEXIS Benefits Administrators, LP.
FORT EFFECT CORP.
Further
7 additional Business Names available in full report.

General Information
Number of Employees: 3,170 (As of 1/31/2023)
Outstanding Shares: 85,801,144 (As of 11/29/2023)
Shareholders: 24
Stock Exchange: NASD
Federal Tax Id: 522383166
Fax Number: (302) 655-5049
Email Address: info@healthequity.com


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Monday, March 18, 2024