Stratrix
On the Record · Healthequity

Healthequity competitors, on the record

The companies Healthequity names as competitors in its annual reports, 2024 to 2026, and the companies that name Healthequity, each with the sentence and the filing.

Who Healthequity names

CompanyNamed in
Fidelity Investments2026
Optum Bank2026
UnitedHealth Group's Optum2026
Webster Bank2026

In its own words

  1. Fidelity Investments, Optum Bank, Webster Bank

    Word for word“Our direct HSA competitors are well-known retail investment companies, such as Fidelity Investments, HSA custodians and administrators that include state or federally chartered banks, such as Webster Bank and Optum Bank, insurance companies, and non-bank custodians approved by the U.S. Treasury.” 10-K for 2026
  2. UnitedHealth Group's Optum

    Word for word“Some of our direct competitors (including well-known retail investment companies, such as Fidelity Investments, and healthcare service companies such as UnitedHealth Group's Optum and Webster Bank ) are in a position to devote more resources to the development, sale and support of their products and services than we have at our disposal.” 10-K for 2026

Who names Healthequity

Companies whose own annual reports name Healthequity as a competitor.

  1. Alight, Inc. / Delaware names it as “HealthEquity” · 2025

    Word for word“Our primary competitors include ADP, bswift, Businessolver, Conduent, Empower, Empyrean, Fidelity, HealthEquity, Included Health, Personify, Quantum Health, Sedgwick, Transcarent, Voya, and WTW.” 10-K for 2025
  2. Cannae Holdings names it as “HealthEquity” · 2025

    Word for word“Alight's primary competitors include Accolade, ADP, bswift, Businessolver, Conduent, Empower, Fidelity, Included Health, HealthEquity, Mercer, Personify, Sedgwick, Quantum Health, Voya, and WTW.” 10-K for 2025
  3. WEX names it as “HealthEquity” · 2025

    Word for word“In consumer-driven healthcare and COBRA administration, we compete with specialist providers like Alegeus Technologies and HealthEquity, as well as proprietary technology solutions developed and maintained in-house by plan administrators.” 10-K for 2025
  4. Willis Towers Watson names it as “HealthEquity” · 2025

    Word for word“We also compete with the public health insurance exchanges currently run by the U.S. federal and state governments, as well as providers of account-based health plans and consumer-directed benefits such as WageWorks and HealthEquity.” 10-K for 2025

Read from Healthequity’s annual reports (10-K for 2026, 10-K for 2025, 10-K for 2024) and the financial data it files with the SEC, as of 2026-03-17. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.