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HealthEquity Advisors
HealthEquity is an SEC-registered investment adviser in Draper, UT, registered since 2013. The firm manages $2.0 billion in assets, with $1.2 billion managed...
HealthEquity Advisors
HealthEquity is an SEC-registered investment adviser in Draper, UT, registered since 2013. The firm manages $2.0 billion in assets, with $1.2 billion managed on a discretionary basis. It has 8 employees and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
2013
Location
Region
North America
Country
United States
City
Draper
Corporate office
Draper, UT, United States
Sector focus
Frequently asked questions
Who runs investment decisions at HealthEquity Advisors?
The firm does not publicly name its investment committee or chief investment officer. It operates as a registered investment advisor under HealthEquity, Inc.
Is HealthEquity Advisors a single-family office or a multi-family office?
Neither. HealthEquity Advisors, LLC is an SEC-registered investment advisor and a wholly owned subsidiary of HealthEquity, Inc. It manages the investment menu for the firm's HSA platform.
Does HealthEquity Advisors manage pooled funds or offer separate accounts?
The firm selects and monitors mutual funds that are made available to HSA account-holders. It does not manage pooled vehicles itself. Its web-based advisory tool recommends fund allocations from the selected menu.
What is HealthEquity Advisors' relationship with HealthEquity, Inc.?
HealthEquity Advisors is the registered investment advisor subsidiary of HealthEquity, Inc., the largest HSA custodian in the US. It handles fund selection, fiduciary oversight, and advisory tools exclusively for HealthEquity accounts.
What investment stages does HealthEquity Advisors target?
The firm does not invest in private equity, venture capital, or direct deals. It only manages mutual fund lineups and automated advisory portfolios for HSA cash balances.
How does HealthEquity Advisors source proprietary deal flow?
HealthEquity Advisors does not source proprietary deal flow. Its function is to select from publicly available mutual funds and monitor their performance.
Does HealthEquity Advisors maintain philanthropic structures?
No public information ties HealthEquity Advisors to a separate philanthropic foundation or charitable vehicle.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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