# HealthEquity Advisors

HealthEquity Advisors is an Asset Manager based in Draper, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Draper, United States
- **Region:** North America
- **Address:** Draper, UT, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** healthequityadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/healthequity

## Regulatory record

- **CRD number:** 167105
- **SEC file number:** 801-78001
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/167105

## About

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.

## Sectors

- Financial Services

## 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.

### 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.

## Related profiles

- [First Block Capital](https://altss.com/profile/first-block-capital)
- [Maroon Group LLC](https://altss.com/profile/maroon-group-llc)

---

Last updated: 2026-07-11T01:58:00.000Z

Canonical page: https://altss.com/profile/healthequity

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology