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HealthEquity, Inc.
Company Website:
http://www.healthequity.com/
Newsroom
Business Focus:
HIP: Heatlh Savings Account (HSA - CDHP)
Consumer Directed Health (CDH)
Financial Services
Company Description:
HealthEquity offers a complete solution for businesses and individuals that are seeking consumer driven healthcare. HealthEquity specializes in offering healthcare accounts, such as health savings accounts, supplemented with unparalleled healthcare financial services and client advisory tools. These tools give clients the support they need to navigate the health care system and make wise spending decisions. HealthEquity was the first consumer driven healthcare company to offer an integrated HSA product and is the first and only consumer driven healthcare company to have a non-bank trustee license. HealthEquity manages consumer-driven plans for over 1,000 employer groups and 27 health plans and TPAs nationwide.
Company Contacts:
Media Contact(s)
Amy Brennan
Stephanie Muir
[Media Contact]
Richard Putnam
[Media Contact]
Linda Novitt
[Media Contact (Further)]
Company Officials:
Scott Cutler
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[Chief Executive Officer]
Stephen Neeleman MD
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[Founder and Vice Chair]
Mike Leavitt
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[Board of Directors Member]
Chris Kent
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[Chief Operating Officer (Further)]
James Lucania
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[EVP and CFO]
Kari Morphew
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[Chief Financial Officer (Further)]
Eric Daniels
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[Chief Growth Officer (Further)]
Michael Fiore
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[Chief Commercial Officer]
William West
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[Senior Vice President - Business Development]
Dyan Daniels
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[VP - Strategic Partnerships]
Lisa Flint
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[Chief Strategy & Product Officer (Further)]
Leah Larson
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[Chief Marketing Officer (Further)]
Steve Lindsay
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[EVP - Sales and Relationship Management]
Tia Padia
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[Chief Marketing Officer]
Gary Robinson
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[Executive Vice President and Chief Marketing Officer]
Karen Clemes
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[VP and Associate General Counsel]
Jody L. Dietel
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[Special Advisor - Government Affairs]
Anne Larsen
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[VP - Relationship Management]
Tene Raymond
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[Director of Consumer Engagement]
Jess Cloud
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[VP of IT Operations]
Greg Champlain
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[Senior Vice President of National Account Sales (Further)]
View Additional Employees and Representatives
John Allen
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[HealthEquity logo Vice President - Account Executive]
Mike Fontana
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[VP, Corporate Development]
Angelique Hill
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[Executive Vice President of Operations]
Shuki Licht
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[VP of Innovation]
Holly Meredith
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[Vice President - B2B Marketing]
Takara Priestley
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[Vice President of Health Plan Relations]
Kurt Schaum
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[RVP of Sales]
Joel Stich
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[VP - Health Plan Partnerships]
Nikki Stretar PMP, HSAe
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[VP - Integration Management Office]
Calvin Sun
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[Vice President of People Experience]
Allan Voytek
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[VP - Strategic Partnerships]
Michael Zell
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[Vice President - Strategic Partnerships]
Natalie Atwood
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[Director]
Amy Brennan
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Amy Cerny
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[Director of Corporate Communications]
Lucy Feldkircher
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[Director of Financial Operations]
Paul C. Kluding
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[Crisis Communications Lead]
Rosie Kozlowski
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[Customer Solutions and Appeals Manager (Further)]
Maureen Locus
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[Senior Manager - Corporate Communications]
Stephanie Muir
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[Media Contact]
Richard Putnam
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[Media Contact]
Bryan Rhodes
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[Principal Strategic Product Manager]
Dennis Stover
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[Director of Corporate Development]
Jennifer Wagener
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[Group Administration Specialist (Further)]
Nik Abbott
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[Strategy and Analytics Manager]
Elizabeth Anderson
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Brad Bennion
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[Product Development Manager]
Michael Clark
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[Marketing Coordinator]
Lauren Godfrey
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[Manager - Marketing Operations Strategy]
Dan Koeneman
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[Business Analyst (Further)]
Kelly McNulty
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[Marketing Content Manager]
Dan Miller
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Jayshri Patel
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Kimberly Warren MA, MHA
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[Senior Service Delivery Manager]
Kerry Clucas
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[Account Executive]
Tony Frank
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[National Sales Executive (Further)]
Christie Gallegos
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[Regional Sales Support Specialist]
Mikey Collard
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[PR Agency Representative]
View Past Employees/Others with Past Affiliations
Morgan Anthony-Bulen
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[Former Regional Sales Executive (Further)]
Wendy Ashford
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[Former Vice President of Business Development, West Region (Further)]
Miranda Barnard
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[Former Vice President of Marketing]
David Cisneros
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[Former Vice President of Business Development - East Region (Further)]
Bryan F. Di Ienno HSAe
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[Former Regional Sales Director]
Ashley Dreier
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[Former Chief Information and Technology Officer]
Tamara Hall
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[Former COO]
Victoria Hartwigsen
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[Former Media Contact (SelectAccount) (Further)]
Melinda Jensen
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[Former Marketing Consultant]
Jon Kessler
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[Retired Chief Executive Officer]
Company News/Coverage:
Tech-Powered Innovation Transforms Member Experiences and Earns HealthEquity Industry Recognition
HealthEquity's culture of innovation, flexibility, and inclusion set a standard for being a place where people want to work
HealthEquity 2025 Benefits Trends Unveiled: Cost Transparency and Containment Take Center Stage for Administrators
HealthEquity Announces Retirement of CEO Jon Kessler; Scott Cutler Appointed Successor
HealthEquity: New AI Tool Helps Americans Get Immediate, Helpful Answers to HSA and Consumer-Directed Benefits Questions
View all remaining Company News/Coverage headlines
New HealthEquity Partnership Enhances Employee Access to Healthcare
HealthEquity: HSA Week 2024 Offers Free Resources and Personalized Healthcare Savings Paths
HealthEquity Closes Acquisition of BenefitWallet HSA Portfolio
HealthEquity: Benefits Leaders Believe in Power of AI, Considering Data Privacy and Accuracy
HealthEquity Partners With Microsoft to Fast-Track the Future of Health Benefits Using Cloud Capabilities
HealthEquity: Innovative Benefits Plan Demonstrates How HSAs can Further Pay Equity
HealthEquity Expands Board of Directors
Further by HealthEquity: U.S. Employers and Employees Disagree on HSA Utilization
HealthEquity Reports Record HSA Sales, Asset Growth
HealthEquity Completes Further Acquisition
HealthEquity to Acquire Further
HealthEquity to Acquire Further
HealthEquity Expands Commuter Offering with Luum
HealthEquity: 14th edition of The Complete HSA Guidebook now available
Further: U.S. Employers and Employees Disagree on Health Savings Account Utilization
Employers can now measure employee health savings with new HealthEquity tool
BCBSVT selects Further to administer consumer directed health spending accounts
HealthEquity: New, Online Tool Helps Furloughed and Laid-Off Americans Understand their Health Insurance Options
Further Named Bronze Winner in 2020 Stevie Awards for Customer Service
TIAA to Offer Health Savings Accounts to Institutional Clients -- administered by HealthEquity
New HealthEquity Investment Desktop Maximizes Ease of Investing Health Savings Accounts
HealthEquity Debunks Common Health Savings Account Myths
HealthEquity Completes Acquisition of WageWorks
Further Expands its Award-Winning Customer Service with New Orlando Office
HealthEquity: IRS Notice, Newly Introduced Medicare Legislation Work to Expand Benefits of Health Savings Accounts for Millions of Americans
HealthEquity to Acquire WageWorks Accelerating Market-Wide Transition to HSAs
Further, Kozlowski Named Winners in 2019 Stevie Awards for Sales & Customer Service
HealthEquity Reports Year-End Sales Metrics -- HSA Members up 17%
Further’s Rosie Kozlowski Named 2018 ICMI Customer Hero of the Year
HealthEquity Introduces New COO
HealthEquity Appoints Angelique Hill as EVP of Operations
HSA Administrator SelectAccount Takes Customers ‘Further’ with New Name, Brand Identity, Launching in April 2018 Nationwide
SelectAccount Named Silver Winner in 2018 Stevie Awards for Sales & Customer Service
HealthEquity’s Jon Soldan Named to Utah Business’ Forty Under 40
HealthEquity Announces Strong Sales
BCBSMN | SelectAccount: Proposed Legislation To Increase HSA Contribution Limits
HealthEquity’s Ashley Dreier Honored By The Women Tech Council For Technology Leadership
HealthEquity to Serve Alliant Credit Union HSA Members
Blue Cross and Blue Shield of Minnesota | SelectAccount: In the Know Newsletter - September 2017
Blue Cross and Blue Shield of Minnesota | SelectAccount: The stats and facts behind the growth of health savings accounts (HSAs)
SelectAccount: Gearing up for open enrollment? — six strategies for approaching a new HSA plan
SelectAccount: Moving Mainstream - CDHP plans gain ground
HealthEquity to Offer 401(k)s Paired with HSAs
Blue Cross and Blue Shield of Minnesota | SelectAccount: In the Know Newsletter - May 2017
SelectAccount: American Health Care Act of 2017 and health savings accounts
HealthEquity CTO Ashley Dreier Named ‘CTO of the Year’
SelectAccount announces new member of sales leadership team
SelectAccount: Debunking HSA myths - The truth behind health savings accounts - Part 2
SelectAccount: Post-repeal and replace - what’s next for health savings accounts (HSAs)?
HealthEquity Announces New Sales and Marketing Leadership
SelectAccount: Debunking HSA myths - The truth behind health savings accounts.
HealthEquity Reports Year-End Sales Metrics
Industry Expert Craig Keohan Takes the Helm of Business Development at SelectAccount
HealthEquity’s New Balance Booster Helps Defuse Common High Deductible Fears
HealthEquity Creates Employment Opportunities in Rural Utah
SelectAccount Announces Acquisition of HSA Resources and the HSA Portfolios of Falcon National Bank and its Affiliates
Utah Gov. Gary Herbert Celebrates Opening of HealthEquity's Second Building in Utah
SelectAccount Receives Distinction as a Strategic Alliance Partner of the Blue Cross and Blue Shield Association National Labor Office
HealthEquity's HSA Learning Site Educates Americans
SelectAccount Announces Appointment of Chief Marketing Officer
SelectAccount Announces Appointment of New CEO
SelectAccount Names Craig Selander Vice President of Business Development, Central Region
SelectAccount Names Wendy Ashford Vice President of Business Development, West Region
SelectAccount Acquires HSA/MSA Portfolio from Assurant
HealthEquity Enters Partnership to Serve M&T Bank’s HSA Members
The Sequoia Project: athenahealth, eClinicalWorks, Epic, NextGen Healthcare and Surescripts First to Adopt Enhanced Data Sharing Practices
HealthEquity Named One of Utah’s Best Companies to Work For in 2015 by Utah Business Magazine
HealthEquity Launches New Index Investor HSA Featuring Vanguard Funds
HealthEquity Ranked Number 356 Fastest Growing Company in North America on Deloitte’s 2015 Technology Fast 500
SelectAccount’s WalletDoc Continues to Expand its Cost Saving Opportunity Through a New Partnership with ZendyHealth
SelectAccount Expands National Sales Team into Southwest Region
New Ninth Edition of ‘The Complete HSA Guidebook’ from HealthEquity Founder and Vice Chairman Unlocks Keys to Winning with a Health Savings Account
HealthEquity Unveils New Online Tool to Help Consumers Save on Health Care
SelectAccount’s WalletDoc Delivers Further Cost Savings Through an Expanded Telehealth Offering by Doctor On Demand
SelectAccount Announces Appointment of New Chief Information Officer
HealthEquity Named One of Utah’s Fastest Growing Companies
HealthEquity Breaks Ground on New Building in Draper
SelectAccount Announces FreeSaver HSA to Maximize Benefits of HDHPs
SelectAccount Team Completes 'HSA Expert' Certification Training Program
SelectAccount Helps Account Holders Use Their HSA Dollars Smartly by Offering WiserTogether's Treatment Decision Support Solution
HealthEquity Appoints Matthew Sydney as Executive Vice President, Sales and Marketing
HealthEquity Surpasses One Million Health Savings Accounts
HealthEquity Honored as One of Utah’s “Best Companies to Work For”
HealthEquity Named to Inc. 500 | 5000
Blue Cross And Blue Shield Of Vermont Introduces New Fully Integrated Consumer-Directed Health Plans
HealthEquity CEO and Founder Dr. Stephen D. Neeleman Named an Ernst & Young Entrepreneur Of The Year
HealthEquity CEO and Founder Dr. Stephen D. Neeleman Named an Ernst & Young Entrepreneur Of The Year 2013 Finalist
HealthEquity Hosts Free Webinar Series: The Effects of Health Care Reform on Health Savings Accounts
HealthEquity: New Sixth Edition of The Complete HSA Guidebook Reveals the Secrets to Winning in Today’s Health Care System
HealthEquity Surpasses $1 Billion in Health Savings Account Assets
SelectAccount acquires health savings account (HSA) business from American Chartered Bank
HealthEquity : Health Savings Accounts Record Unprecedented Growth
HealthEquity First Consumer-Directed Health Care Vendor to Complete Leapfrog Due Diligence Process
HealthEquity and First HSA Partner To Extend Industry Leadership
Michael O. Leavitt, former HHS Secretary Joins HealthEquity Board
HealthEquity Partners with State of Utah to Launch Pilot of Utah Health Exchange
Regence Partners with HealthEquity to Offer a Full Suite of Health Care Accounts
HealthEquity, a Leading Healthcare Account Administrator, Licenses Thomson Reuters Information Solutions to Help People Make Better Healthcare Decisions
HealthEquity CEO Stephen Neeleman Among Utah Business Magazine's 40 Under 40
HealthEquity(R), Inc., and Optima Health to Offer Service-Oriented Health Savings Accounts
Dan Hoemke Named HealthEquity Senior Vice President of Sales
Jack Henry & Associates Partners With HealthEquity(R), Inc. to Offer Health Savings Accounts to Financial Institution Clients
AvMed Unveils New Consumer HSA Plan
HealthEquity, Inc. and SelectHealth Announce Alliance
HealthEquity Offers Free Investments to HSA Clients
Health Plan Alliance Members Gain Access to CDH Solutions From HealthEquity, Inc.
Cathy Cather Joins HealthEquity(R) Inc. as the Senior Vice President of Sales and Marketing
HealthEquity Launches Improved Personal HSA Desktop with New PayChoice(TM) Platform
HealthEquity®, Inc., and Physicians Plus Insurance Corporation Enter into Strategic Alliance
HealthEquity Inc. Chief Executive Officer Dr. Stephen Neeleman to Present at Institute 2006 - AHIP''s Annual Meeting
QCSI Expands Its Solution Footprint in the CDH Market by Offering Business Process Outsourcing Services from HealthEquity
HealthEquity Inc. and UICI's HealthMarket to Offer Integrated HSAs
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