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Sustainably Purple

Our Corporate Social
Responsibility Report

Our commitment to helping Americans connect health and wealth is only as valuable as our business is sustainable. While HealthEquity continues to innovate and build a path to our vision, we are also diligent in ensuring our work remains beneficial to society—all while mitigating risks and generating long-term value.

That includes regular consideration and reporting on environmental, social, and governance (ESG) topics.

A message from leadership

At HealthEquity, we strive for Sustainably Purple to reflect who we are and how we work. This report and the initiatives it describe were conceived by HealthEquity team members—not ESG consultants. Sustainability 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.

Here you can learn a little more about our approach to ESG as well as download our latest corporate social responsibility (CSR) report, Sustainably Purple.

Jon Kessler

President, Chief Executive
Officer, and director

Stephen D. Neeleman, M.D.

Founder, Vice Chairmain,
and director

We are committed to annual ESG reporting

Sustainably Purple covers the top ESG issues at HealthEquity in accordance with reporting standards set out by the Global Reporting Initiative (GRI) and the Sustainability and Accounting Standards Board (SASB).

Sustainably Purple was conceived by HealthEquity team members—not ESG consultants. Inside, you’ll find our Purple culture, including our real faces instead of stock photography. And we’ll step outside the GRI and SASB frameworks when needed to show our authentic selves on issues of sustainability.

Materiality assessment

Many of the thematic focus areas covered in Sustainably Purple were identified in a 2021 industry benchmarking assessment conducted by an independent third party. This analysis of more than 30 issue areas served as the basis for collected feedback from more than 150 stakeholders and an overall evaluation of the potential impact of these topics on HealthEquity. These topics are considered the most important to our long-term success.

Governance

From our Board of Directors to our executive leadership, HealthEquity governance guides our business toward responsible growth while helping to reduce risk. Their leadership is anchored by our company values, and helps deliver significant benefit to shareholders, customers, team members, and the wider community. To learn more about our governance, please visit our Corporate Governance page.

Download our recent 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 and inform everything we do. Download our latest reports to learn more.

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