Corporate Social Responsibility Report

A message from leadership

At HealthEquity, social responsibility isn’t an initiative, it’s part of our DNA. It guides how we care for our team members, strengthen a values-driven culture, support the communities we serve, and uphold trust through ethical practices. Most importantly, it extends directly from our mission: to save and improve lives by empowering healthcare consumers.

In the face of growing healthcare and financial challenges, our commitment is unwavering. We’re delivering solutions that are not only personalized but lasting—helping individuals, families, and organizations achieve better health and financial wellness.

Together, we’re building a future where peace of mind, health, and financial security are within everyone’s reach.

Scott Cutler

President, Chief Executive Officer, and director

Our approach

Our reporting materials give stakeholders a detailed understanding of how we’re upholding our commitments and responsibilities, providing a full overview of our CSR approach, initiatives, and fiscal year-end CSR data.

Cybersecurity and data privacy

Safeguarding member, client, and team member data is central to our mission. Learn more about our robust privacy and security measures.

Belonging and inclusion

Creating a fulfilling environment for our team members sets the foundation for remarkable achievements. Explore how HealthEquity is driving a culture of belonging.

Community outreach and engagement

As leaders in our field, we take pride in bridging gaps in financial literacy and healthcare confidence. Learn more about our commitment to community outreach and charitable programs.

Corporate governance and ethics

Grounded in strong governance and ethics, HealthEquity has operated with integrity since it was founded over 20 years ago. Learn about the principles that guide us.

Public policy, consumer access, and education

We are dedicated to reshaping public policy to make healthcare spending smarter and more accessible for everyone—no matter their insurance access. See how our advocacy initiatives drive this mission.

Team member experience

Our team members' experience is essential to our long-term success, and we strive to create an environment where everyone thrives. Explore our commitment to flexibility, wellbeing, and growth.

Materiality assessment

Our CSR priorities are shaped by a detailed industry benchmarking assessment, incorporating stakeholder feedback to evaluate the potential impact of these focus areas on HealthEquity.

The information below highlights top material topics with references to standards from the Global Reporting Initiative (GRI) and the Sustainability Accounting Standards Board (SASB):

Data Privacy & Security
Public Policy, Consumer Education & Access
Corporate Governance & Ethics
Team Member Experience
Community Impact & Engagement

Download our CSR reports

The topics covered in this report are not just issues we consider once a year—they are embedded into the foundation of our company. Download our latest reports to learn more.

Download 2024 CSR Report

Download 2023 CSR Report