HealthEquity, Inc. vs Optum Financial

Compare and evaluate HealthEquity, Inc. 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.

HealthEquity, Inc. offers Health Savings Account (HSA), Health Care Flexible Spending Account (FSA), Transit Account to companies with 16,300,000 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

HealthEquity, Inc.

HSAs are the core of HealthEquity's consumer-directed benefit ecosystem. With decades of experience, we serve tens of thousands of clients... Show More

Optum Financial

-

Min. Group Size

HealthEquity, Inc.

1 eligible

Optum Financial

-

Lives Serviced

HealthEquity, Inc.

-

Optum Financial

-

Product Specific Features

HealthEquity, Inc.

✓

HSA Platform 

✓

Data document management

✓

Billing services

✓

HSA file transfers

Not offered

401K and HSA plan consolidation

✓

HSA Plan customization

✓

HSA Online administration process 

✓

HSA-Compatible FSA

✓

HSA carryover plan

✓

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

HealthEquity, Inc.

✓

Global Capabilities

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

✓

SSAE 18 / SOC Audit(s) Performed

✓

3rd Party Integrations

Optum Financial

Official Resources

HealthEquity, Inc.

Optum Financial

Media

HealthEquity, Inc.

Optum Financial

About

HealthEquity, Inc.

HealthEquity connects health and wealth, delivering health savings account (HSA) and other consumer driven health solutions in partnership with over... 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

HealthEquity, Inc.

2002

Optum Financial

2002

Location

HealthEquity, Inc.

15 W Scenic Pointe Dr, Draper, UT 84020, US

Optum Financial

Eden Prairie , MN

Employees

HealthEquity, Inc.

3,150

Optum Financial

83,270

Funding Summary

HealthEquity, Inc.

Not Provided

Optum Financial

Not Provided

Website

Competitors

HealthEquity, Inc.

-

Optum Financial

-

Reviews

HealthEquity, Inc.

0.0 (0)

Optum Financial

0.0 (0)

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