Optum Financial vs HealthEquity, Inc.

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

Optum Financial offers Health Savings Account (HSA), Health Reimbursement Arrangement (HRA), Health Care Flexible Spending Account (FSA) to companies with 0 employees. HealthEquity, Inc. offers Health Savings Account (HSA), Health Care Flexible Spending Account (FSA), Transit Account to companies with 17,000,000 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

Optum Financial

-

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

Min. Group Size

Optum Financial

-

HealthEquity, Inc.

1 eligible

Lives Serviced

Optum Financial

5,594,570

HealthEquity, Inc.

9,706,878

Product Specific Features

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

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

Features

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

HealthEquity, Inc.

✓

Global Capabilities

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

✓

SSAE 18 / SOC Audit(s) Performed

✓

3rd Party Integrations

Official Resources

Optum Financial

HealthEquity, Inc.

Media

Optum Financial

HealthEquity, Inc.

About

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

HealthEquity, Inc.

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

Founded

Optum Financial

2004

HealthEquity, Inc.

2002

Location

Optum Financial

Eden Prairie , MN

HealthEquity, Inc.

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

Employees

Optum Financial

83,270

HealthEquity, Inc.

3,173

Funding Summary

Optum Financial

Not Provided

HealthEquity, Inc.

Not Provided

Website

Competitors

Optum Financial

-

HealthEquity, Inc.

-

Reviews

Optum Financial

0.0 (0)

HealthEquity, Inc.

2.8 (2)

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