Wintrust vs Optum Financial

Compare and evaluate Wintrust 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.

Wintrust offers Health Savings Account (HSA), Lifestyle Spending Account, Dependent Care Flexible Spending Account (FSA) to companies with 250,000 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.

Wintrust

Wintrust

Reviews pending

Product Description

Wintrust

Lean on the expertise and experience of an HSA administrator specializing in Health Savings Accounts since the beginning. With an... Show More

Optum Financial

-

Min. Group Size

Wintrust

-

Optum Financial

-

Lives Serviced

Wintrust

15,000

Optum Financial

-

Product Specific Features

Wintrust

✓

HSA Platform 

✓

Data document management

Not offered

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

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

Wintrust

Not offered

iOS Native Application

Not offered

Android Native Application

✓

Responsive Design

✓

GDPR Compliant

✓

SSAE 18 / SOC Audit(s) Performed

✓

3rd Party Integrations

Optum Financial

Official Resources

Wintrust

Optum Financial

Media

Wintrust

Optum Financial

About

Wintrust

Wintrust is a financial holding company with assets of approximately $60 billion. Built on the "HAVE IT ALL" model, Wintrust... 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

Wintrust

January 1991

Optum Financial

2002

Location

Wintrust

Rosemont, Illinois

Optum Financial

Eden Prairie , MN

Employees

Wintrust

5,500

Optum Financial

83,270

Funding Summary

Wintrust

Not Provided

Optum Financial

Not Provided

Website

Competitors

Optum Financial

-

Reviews

Wintrust

0.0 (0)

Optum Financial

0.0 (0)

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