Fidelity Health vs Optum Financial

Compare and evaluate Fidelity Health vs Optum Financial based on data from reviews, publicly available sources, and thousands of searches run on Shortlister’s app sign up for a free account.

Fidelity Health offers Health Savings Account (HSA), Health Care Flexible Spending Account (FSA) to companies with 150,000 employees. Optum Financial offers to companies with 0 employees.

The information in these side-by-side comparisons can be used to help your company make the best choice for its employees.

Product Description

Fidelity Health

Fidelity provides Health and Benefit Account services directly in house.

We work with a Flexible Spending and... Show More

Optum Financial

-

Min. Group Size

Fidelity Health

-

Optum Financial

-

Lives Serviced

Fidelity Health

3,404,018

Optum Financial

-

Product Specific Features

Fidelity Health

✓

HSA Platform 

✓

Data document management

✓

Billing services

✓

HSA file transfers

✓

401K and HSA plan consolidation

✓

HSA Plan customization

✓

HSA Online administration process 

✓

HSA-Compatible FSA

✓

HSA carryover plan

Not offered

Insurance eligibility verification

Optum Financial

✓

HSA Platform 

✓

Data document management

✓

Billing services

✓

HSA file transfers

✓

401K and HSA plan consolidation

✓

HSA Plan customization

✓

HSA Online administration process 

✓

HSA-Compatible FSA

✓

HSA carryover plan

✓

Insurance eligibility verification

Features

Fidelity Health

✓

Global Capabilities

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

Not offered

GDPR Compliant

✓

SSAE 18 / SOC Audit(s) Performed

✓

3rd Party Integrations

Optum Financial

Official Resources

Fidelity Health

Optum Financial

Media

Fidelity Health

Optum Financial

About

Fidelity Health

Fidelity Investments® has been in business 73 years. It was founded in 1946 by Edward C. Johnson 2d, as an... Show More

Optum Financial

At Optum Financial, we help you save on health costs, so you have more to spend on the things you... Show More

Founded

Fidelity Health

1946

Optum Financial

2002

Location

Fidelity Health

Boston, MA

Optum Financial

Eden Prairie , MN

Employees

Fidelity Health

69,817

Optum Financial

83,270

Funding Summary

Fidelity Health

1 Angel Round

Optum Financial

Not Provided

Website

Reviews

Fidelity Health

0.0 (0)

Optum Financial

0.0 (0)

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