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

5,594,570

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

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

✓

GDPR Compliant

✓

SSAE 18 / SOC Audit(s) Performed

✓

NCQA Accredited / Certified

✓

URAC Accredited

✓

3rd Party Integrations

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

Optum Financial is at the crucial connection between health care, finance, and technology.​ We’re a highly-connected, health care payments ecosystem... Show More

Founded

Fidelity Health

1946

Optum Financial

2004

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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