Corporate Social Responsibility Report

A message from leadership

HealthEquity is committed to saving and improving lives by empowering healthcare consumers—and we do this by embodying our values in everything we do. Corporate social responsibility is embedded in our Purple values: Do the Right Thing, Be Remarkable, Make a Difference, and Celebrate People. These values brought us to the milestones reached this year and, we believe, position HealthEquity for many more years of responsible growth.

Scott Cutler

Chief Executive Officer, and Director

This report and the initiatives it describes were proudly conceived and executed by HealthEquity teammates—not ESG consultants. Inside, you’ll find our Purple culture on every page, including our real faces instead of stock photography.

As in our 2023 report, we continue to share information on topics identified as material to HealthEquity. Here, you can learn more about our approach to ESG and download our latest corporate social responsibility (CSR) report.

Dale Miller

Director of Corporate Social Responsibility

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 teammate data is central to our mission. Learn more about our robust privacy and security measures.

Belonging and inclusion

Creating a fulfilling environment for our teammates sets the foundation for remarkable achievements. Explore how HealthEquity is driving a culture of inclusion and 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 for over 20 years. 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 teammates’ 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 highlights top material topics and integrates standards from the Global Reporting Initiative (GRI) and the Sustainability and Accounting Standards Board (SASB):

Data Privacy & Security
Public Policy, Consumer Education & Access
Corporate Governances & Ethics
Team Member Experience
Community Impacts & 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