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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.

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
7/31/20241/31/2024YesYes-YesYes

Industries
SIC Code Description
7389 Business services, not elsewhere classified
7372 Prepackaged software
7375 Information retrieval services
8999 Services, not elsewhere classified
6411 Insurance agents, brokers, and service

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Independent Non-Executive Chairman of the Board Robert W.Selander 73 1/1/2021 9/29/2015
Director JonKessler 56 1/6/2025 3/1/2009
Vice Chairman of the Board, Founder Stephen D.Neeleman 56 2/1/2014 11/1/2002
9 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
9 additional Business Names available in full report.

General Information
Number of Employees: 3,126 (As of 1/31/2024)
Outstanding Shares: 87,324,465 (As of 8/28/2024)
Shareholders: 23
Stock Exchange: NASD
Federal Tax Id: 522383166
Fax Number: (302) 655-5049
Email Address: info@healthequity.com


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Wednesday, November 20, 2024