-43
NPS
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Brand Page
HealthEquity
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About HealthEquity's Brand
Our mission is to save and improve lives by empowering healthcare consumers. Families deserve access to affordable, effective healthcare but are blocked by how confusing, difficult and expensive it can be. We are uniquely positioned to help consumers overcome these barriers by utilizing HSA accounts. Through our extensive partnerships and integrations, our experiences reach the most lives and have the greatest ability to reduce costs, increase transparency and simplify healthcare. Together, we build confidence to pursue the preventative, ongoing and acute care that saves and improves lives. Among its major competitors, HealthEquity is ranked in 2nd place for NPS while Fidelity Investments is 1st, and Optum Health & Technology Australia Pty Limited is 3rd.Their current market cap is $5.65B
Brand at a Glance
60%
Customer Loyalty
2/5
Product Quality
1.9/5
Pricing
1.9/5
Customer Service
HealthEquity CMO
Gary Robinson
Mr. Gary Robinson has been the Chief Marketing Officer and Executive Vice President at HealthEquity, Inc. since March 28, 2017. Mr. Robinson served as an Executive Vice President of Sales and Business Development for HealthTap, Inc. Prior to joining HealthTap, he was the Founder and Managing Director of Sapient Health Services, LLC. He served as Senior Vice President of Retiree Services Business and Senior Vice President of Sales of WageWorks, Inc. He has strong background in outsourced business. He served as Senior Sales Executive for Applications Services Provider (ASP) businesses at both PeopleSoft and Oracle Corporation. He also served as Vice President and General Manager of PeopleSoft's ASP unit and helped develop the industry's leading application hosting business. He also served as Group Vice President of Sales and Marketing for Oracle's ASP business. Also while at Oracle, he was responsible for the go-to-market strategy for Oracle's Semiconductor Industry Initiative, taking Oracle to the No. 1 position among applications providers for fabless semiconductor companies. He served as Vice President of Sales for Elance, a Kleiner Perkins Caufield Byers-backed company. Mr. Robinson holds an MBA, a Masters of Science in Material Science and Engineering and a Bachelors of Science in Mechanical Engineering, all from Stanford University.
HealthEquity Ranking
- #2 / 3 of its competitors
HealthEquity NPS
HealthEquity's Net Promoter Score (NPS) is a -43 with 28% Promoters, 1% Passives, and 71% Detractors. Net Promoter Score tracks whether HealthEquity's customers would recommend using the product based on a scale of -100 to 100.
HealthEquity Overall NPS
| 28% | Promoters |
|---|---|
| 1% | Passives |
| 71% | Detractors |
HealthEquity NPS Trend
-100
-50
0
50
100
| Summary | Date | Score |
|---|---|---|
May 2024 -42 | May 2024 | -42 |
Sep 2024 -40 | Sep 2024 | -40 |
Jan 2025 -40 | Jan 2025 | -40 |
Feb 2025 -38 | Feb 2025 | -38 |
Mar 2025 -38 | Mar 2025 | -38 |
Jul 2025 -38 | Jul 2025 | -38 |
Sep 2025 -40 | Sep 2025 | -40 |
Nov 2025 -42 | Nov 2025 | -42 |
Jan 2026 -44 | Jan 2026 | -44 |
Feb 2026 -44 | Feb 2026 | -44 |
Mar 2026 -44 | Mar 2026 | -44 |
Apr 2026 -42 | Apr 2026 | -42 |
How Other Brands Compare
HealthEquity is ranked second for NPS among its competitors. Fidelity Investments and Optum Health & Technology Australia Pty Limited come in first and third. Among those competitors, it is the second most valued company behind Fidelity Investments.
HealthEquity |  Fidelity Investments |  Optum Health & Technology Australia Pty Limited | |
| Global Ranking | #- | #162 | #- |
| NPS | -43 | 8 | - |
| Social Sentiment Calculated by analyzing social media and other online mentions | - | Neutral | - |
| Valuation Updated every 24 hours for public companies | $5.65B | $11.88B | - |
What is NPS
Net Promoter Score (NPS) is a management tool that can be used to gauge the satisfaction of a firm's customer relationships. NPS has been widely adopted as a key metric often linked to the revenue potential of a company’s product or service. The metric is based on customer responses to the question: "On a scale of 0 to 10, how likely are you to recommend the product to a friend?"
Those who respond with a score of 9 to 10 are known as Promoters, and are widely associated with behaviors that create value, including actively encouraging others to use the product or service. Those who respond with a score of 7 or 8 are categorized as Passives, and they are believed to be less likely to exhibit the value-creation traits of Promoters having a largely neutral effect on other consumers. Detractors are those who fall in the score range of 0 to 6 and represent dissatisfied customers of the product sometimes actively recommending against using the product.
HealthEquity NPS by Gender
Female customers rated HealthEquity's NPS 30 points higher than Male customers.
Male
-80
HealthEquity's NPS was rated -80 by Male customers on Comparably.
10%
Promoters
0%
Passives
90%
Detractors
Female
-50
HealthEquity's NPS was rated -50 by Female customers on Comparably.
25%
Promoters
0%
Passives
75%
Detractors
HealthEquity NPS by Ethnicity
HealthEquity's NPS was rated the highest by Other customers, and the lowest by African American/Black customers.
-100
-50
0
50
100
| Summary | Ethnicity | Score |
|---|---|---|
Caucasian -70 | Caucasian | -70 |
African American/Black -100 | African American/Black | -100 |
Other -42 | Other | -42 |
HealthEquity NPS by Age
HealthEquity's NPS was rated the highest by customers ages 31-35, and the lowest by customers ages 66+.
HealthEquity NPS by Usage
HealthEquity's NPS was rated the highest by customers who have used HealthEquity's products/services for 2 to 5 Years, and the lowest by customers with Less than 1 Year of usage.
-100
-50
0
50
100
| Summary | Usage | Score |
|---|---|---|
Less than 1 Year -84 | Less than 1 Year | -84 |
1 to 2 Years -72 | 1 to 2 Years | -72 |
2 to 5 Years -42 | 2 to 5 Years | -42 |
5 to 10 Years -60 | 5 to 10 Years | -60 |
Over 10 Years -50 | Over 10 Years | -50 |
HealthEquity NPS vs. Competitors
Compared to its competitors, HealthEquity's NPS is rated right below Optum Health & Technology Australia Pty Limited.
| COMPANY | NPS Score | |
|---|---|---|
| Fidelity Investments | 8 |
| Optum Health & Technology Australia Pty Limited | N/A |
| HealthEquity | -43 |
HealthEquity Customer Reviews
Out of the 13 HealthEquity customer reviews 5 were positive and 8 were constructive. HealthEquity customer reviews reflect that more than half of the customers expect a better service or product from the company and believe there is room for improvement.
All Reviews
Positive Reviews
Constructive Reviews
HealthEquity Customer Loyalty
60%
Customer Loyalty is a strong indicator of whether or not a customer will choose a brand repeatedly over a competitor that offers similar products/services.
60% of HealthEquity users/customers answered "Yes" when asked: "Would you consider yourself a loyal user/customer?"
Sign Up to see the full customer demographics data and the people that answered "Yes" when asked "Would you consider yourself a loyal user/customer?"
HealthEquity Customer Loyalty Score by Gender
Male customers rated HealthEquity's Customer Loyalty score 4% higher than Female customers.
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Male
55%
Yes
Female
51%
Yes
HealthEquity Customer Loyalty Score by Ethnicity
HealthEquity's Customer Loyalty score was rated the highest by Other customers, and the lowest by African American/Black customers.
% who answered "Yes"
Sign Up for Brand Profile PRO to get the full Customer Loyalty by Ethnicity data of HealthEquity.
50
out of 100
Caucasian
28
out of 100
African American/Black
74
out of 100
Other
HealthEquity Customer Loyalty Score by Age
HealthEquity's Customer Loyalty score was rated the highest by customers ages 31-35, and the lowest by customers ages 66+.
Sign Up for Brand Profile PRO to get the full Customer Loyalty by Age data of HealthEquity.
0
20%
40%
60%
80%
100%
| Summary | Age | Score |
|---|---|---|
31-35 100% | 31-35 | 100% |
36-40 40% | 36-40 | 40% |
41-45 70% | 41-45 | 70% |
46-50 33% | 46-50 | 33% |
51-55 33% | 51-55 | 33% |
56-60 70% | 56-60 | 70% |
61-65 60% | 61-65 | 60% |
66+ 28% | 66+ | 28% |
HealthEquity Customer Loyalty Score by Usage
HealthEquity's Customer Loyalty score was rated the highest by customers who have used HealthEquity's products/services for 1 to 2 Years, and the lowest by customers with Less than 1 Year of usage.
Sign Up for Brand Profile PRO to get the full Customer Loyalty by Usage data and uncover the answer to "Would you consider yourself a loyal user/customer?" by usage.
HealthEquity Customer Loyalty Score by Industry
HealthEquity's Customer Loyalty score was rated the highest by Insurance industry customers, and the lowest by Tech industry customers.
Sign Up for Brand Profile PRO to get the full Customer Loyalty by Industry data and uncover the answer to "Would you consider yourself a loyal user/customer?" by industry.
HealthEquity Customer Loyalty vs. Competitors
Compared to its competitors, HealthEquity's Customer Loyalty score is rated right above Optum Health & Technology Australia Pty Limited, and is preceded by Fidelity Investments.
| COMPANY | Customer Loyalty Score | |
|---|---|---|
| Fidelity Investments | 82% |
| HealthEquity | 60% |
| Optum Health & Technology Australia Pty Limited | N/A |
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HealthEquity Product Quality
2/5
HealthEquity has an overall Product Quality score of 2 out of 5 stars rated by its users and customers.
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HealthEquity Product Information
HealthEquity’s product quality score is a 2 out of 5 as rated by its users and customers. Reviewers from the Insurance industry rated HealthEquity's product the highest. Reviewers from the Education industry rated HealthEquity the lowest at 1.5.
- Website
- http://healthequity.com
- Company Size
- 1,001-5,000 Employees
Industry
Banking and Financial Services
Quick Insights into HealthEquity Product Quality
HealthEquity's Product Quality score was rated highest by customers ages 31-35, and rated lowest by Male customers.
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Ranked HealthEquity Product Quality the Highest
Ranked HealthEquity Product Quality the Lowest
HealthEquity Product Quality Score by Gender
Female customers rated HealthEquity's Product Quality score 0.4 stars higher than Male customers.
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Male
1.5/5
Female
1.9/5
HealthEquity Product Quality Score by Ethnicity
HealthEquity's Product Quality score was rated the highest by Other customers, and the lowest by Caucasian customers.
Sign Up for Brand Profile PRO to get the full Product Quality by Ethnicity data of HealthEquity.
0
1
2
3
4
5
| Summary | Ethnicity | Score |
|---|---|---|
Caucasian 1.5 | Caucasian | 1.5 |
African American/Black 1.5 | African American/Black | 1.5 |
Other 2 | Other | 2 |
HealthEquity Product Quality Score by Age
HealthEquity's Product Quality score was rated the highest by customers ages 31-35, and the lowest by customers ages 66+.
Sign Up for Brand Profile PRO to get the full Product Quality by Age data of HealthEquity.
0
1
2
3
4
5
| Summary | Age | Score |
|---|---|---|
31-35 3.4 | 31-35 | 3.4 |
36-40 2.1 | 36-40 | 2.1 |
41-45 2 | 41-45 | 2 |
46-50 1.9 | 46-50 | 1.9 |
51-55 1.5 | 51-55 | 1.5 |
56-60 2 | 56-60 | 2 |
61-65 1.5 | 61-65 | 1.5 |
66+ 1.5 | 66+ | 1.5 |
HealthEquity Product Quality Score by Usage
HealthEquity's Product Quality score was rated the highest by customers who have used HealthEquity's products/services for 2 to 5 Years, and the lowest by customers with Less than 1 Year of usage.
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HealthEquity Product Quality Score by Industry
HealthEquity's Product Quality score was rated the highest by Insurance industry customers, and the lowest by Healthcare, Hospitals and Medicine industry customers.
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HealthEquity Product Quality vs. Competitors
Compared to its competitors, HealthEquity's Product Quality score is rated right above Optum Health & Technology Australia Pty Limited, and is preceded by Fidelity Investments.
| COMPANY | Product Quality Score | |
|---|---|---|
| Fidelity Investments | 3.4/5 |
| HealthEquity | 2/5 |
| Optum Health & Technology Australia Pty Limited | N/A |
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HealthEquity Pricing
HealthEquity ROI & Value For Money
1.9/5
HealthEquity has a value for money and ROI score of 1.9 out of 5 stars rated by its users and customers.
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HealthEquity Pricing Plans
Not every product or service fits the needs of a certain user or industry. The users that rank the value for money and ROI highest are mainly from Insurance industry. The users from the Education industry think that they had the lowest ROI from HealthEquity.
Quick Insights into HealthEquity ROI
HealthEquity's ROI score was rated highest by customers ages 31-35, and rated lowest by Male customers.
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Ranked HealthEquity ROI the Highest
Ranked HealthEquity ROI the Lowest
HealthEquity ROI Score by Gender
Female customers rated HealthEquity's ROI score 0.4 stars higher than Male customers.
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Male
1.5/5
Female
1.9/5
HealthEquity ROI Score by Ethnicity
HealthEquity's ROI score was rated the highest by Other customers, and the lowest by Caucasian customers.
Sign Up for Brand Profile PRO to get the full ROI by Ethnicity data of HealthEquity.
0
1
2
3
4
5
| Summary | Ethnicity | Score |
|---|---|---|
Caucasian 1.5 | Caucasian | 1.5 |
African American/Black 1.5 | African American/Black | 1.5 |
Other 2 | Other | 2 |
HealthEquity ROI Score by Age
HealthEquity's ROI score was rated the highest by customers ages 31-35, and the lowest by customers ages 66+.
Sign Up for Brand Profile PRO to get the full ROI by Age data of HealthEquity.
0
1
2
3
4
5
| Summary | Age | Score |
|---|---|---|
31-35 3.5 | 31-35 | 3.5 |
36-40 2.3 | 36-40 | 2.3 |
41-45 2 | 41-45 | 2 |
46-50 1.7 | 46-50 | 1.7 |
51-55 1.5 | 51-55 | 1.5 |
56-60 1.8 | 56-60 | 1.8 |
61-65 1.5 | 61-65 | 1.5 |
66+ 1.5 | 66+ | 1.5 |
HealthEquity ROI Score by Usage
HealthEquity's ROI score was rated the highest by customers who have used HealthEquity's products/services for Over 10 Years, and the lowest by customers with Less than 1 Year of usage.
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HealthEquity ROI Score by Industry
HealthEquity's ROI score was rated the highest by Insurance industry customers, and the lowest by Healthcare, Hospitals and Medicine industry customers.
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HealthEquity Pricing vs. Competitors
Compared to its competitors, HealthEquity's ROI score is rated right above Optum Health & Technology Australia Pty Limited, and is preceded by Fidelity Investments.
| COMPANY | Pricing Score | |
|---|---|---|
| Fidelity Investments | 3.4/5 |
| HealthEquity | 1.9/5 |
| Optum Health & Technology Australia Pty Limited | N/A |
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HealthEquity Customer Satisfaction (CSAT)
HealthEquity Customer Satisfaction (CSAT) Score
26 / 100
HealthEquity has an overall Customer Satisfaction score of 26 rated by its users and customers.
Sign Up to see the full customer demographics data and the people that answered "How would you rate your overall satisfaction with the service you received?"
Very Satisfied
20%
Satisfied
6%
Neither Satisfied nor Dissatisfied
2%
Dissatisfied
17%
Very Dissatisfied
55%
What is Customer Satisfaction (CSAT) Score
Customer Satisfaction Score (also known as CSAT), is a metric used to quantify how satisfied customers are with a company or brand’s products and services. The Customer Satisfaction Score is based on customers response to the question: “How would you rate your overall satisfaction with the service you received?” The score is calculated using the formula: (The total number answer of “Very Satisfied” and “Satisfied”) ÷ (The total response) x100, and it is generally displayed in percentages. Some of the main benefits of the CSAT for businesses are tracking retention, identifying happy customers and growing relationships, and gaining repeat business to build a sustainable brand.
Quick Insights into HealthEquity Customer Satisfaction
HealthEquity's Customer Satisfaction score was rated highest by customers ages 31-35, and rated lowest by customers who have used HealthEquity's products/services for Less than 1 Year.
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Ranked HealthEquity Customer Satisfaction the Highest
Ranked HealthEquity Customer Satisfaction the Lowest
HealthEquity Customer Satisfaction Score by Gender
Female customers rated HealthEquity's Customer Satisfaction score 12 points higher than Male customers.
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16 / 100
MaleVery Satisfied | 16% | |
|---|---|---|
Satisfied | 0% | |
Neither Satisfied nor Dissatisfied | 0% | |
Dissatisfied | 5% | |
Very Dissatisfied | 79% |
28 / 100
FemaleVery Satisfied | 11% | |
|---|---|---|
Satisfied | 17% | |
Neither Satisfied nor Dissatisfied | 5% | |
Dissatisfied | 17% | |
Very Dissatisfied | 50% |
HealthEquity Customer Satisfaction Score by Ethnicity
CSAT according to Caucasian
HealthEquity's Customer Satisfaction (CSAT) score was rated 20% according to Caucasian users and customers.
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20 / 100
Very Satisfied
12%
Satisfied
8%
Neither Satisfied nor Dissatisfied
0%
Dissatisfied
8%
Very Dissatisfied
72%
CSAT according to African American/Black
HealthEquity's Customer Satisfaction (CSAT) score was rated 0% according to African American/Black users and customers.
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0 / 100
Very Satisfied
0%
Satisfied
0%
Neither Satisfied nor Dissatisfied
0%
Dissatisfied
20%
Very Dissatisfied
80%
CSAT according to Other
HealthEquity's Customer Satisfaction (CSAT) score was rated 34% according to Other users and customers.
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34 / 100
Very Satisfied
17%
Satisfied
17%
Neither Satisfied nor Dissatisfied
16%
Dissatisfied
17%
Very Dissatisfied
33%
HealthEquity Customer Satisfaction Score by Age
HealthEquity's Customer Satisfaction score was rated the highest by customers ages 31-35, and the lowest by customers ages 66+.
Sign Up for Brand Profile PRO to get the full Customer Satisfaction by Age data of HealthEquity.
0
20
40
60
80
100
| Breakdown | Age | Score | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 31-35 | 75% | |||||||||||||||
| 36-40 | 26% | |||||||||||||||
| 41-45 | 33% | |||||||||||||||
| 46-50 | 25% | |||||||||||||||
| 51-55 | 0% | |||||||||||||||
| 56-60 | 33% | |||||||||||||||
| 61-65 | 0% | |||||||||||||||
| 66+ | 0% |
HealthEquity Customer Satisfaction Score by Usage
HealthEquity's Customer Satisfaction score was rated the highest by customers who have used HealthEquity's products/services for 2 to 5 Years, and the lowest by customers with Less than 1 Year of usage.
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HealthEquity Customer Satisfaction Score by Industry
HealthEquity's Customer Satisfaction score was rated the highest by Insurance industry customers, and the lowest by Government and Public Policy industry customers.
Sign Up for Brand Profile PRO to get the full Customer Satisfaction by Industry data.
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"title": "HealthEquity Customer Satisfaction Score by Industry",
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{
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}HealthEquity Customer Satisfaction vs. Competitors
Compared to its competitors, HealthEquity's Customer Satisfaction score is rated right above Optum Health & Technology Australia Pty Limited, and is preceded by Fidelity Investments.
| COMPANY | Customer Satisfaction (CSAT) Score | |
|---|---|---|
| Fidelity Investments | 58% |
| HealthEquity | 26% |
| Optum Health & Technology Australia Pty Limited | 0% |
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HealthEquity Customer Service
1.9/5
HealthEquity has an overall Customer Service score of 1.9 out of 5 stars rated by its users and customers.
Sign Up to unlock HealthEquity's overall Customer Service score rated by its users and customers.
About HealthEquity's Customer Service
Address
15 W Scenic Pointe Drive, Draper, UT 84020
Website
http://healthequity.com
Phone Number
(801)727-1209
HealthEquity's Social Links
Quick Insights into HealthEquity Customer Service
HealthEquity's Customer Service score was rated highest by customers ages 31-35, and rated lowest by Male customers.
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Ranked HealthEquity Customer Service the Highest
Ranked HealthEquity Customer Service the Lowest
HealthEquity Customer Service Score by Gender
Female customers rated HealthEquity's Customer Service score 0.5 stars higher than Male customers.
Sign Up for Brand Profile PRO to get the full Customer Service by Gender data of HealthEquity.
Male
1.5/5
Female
2/5
HealthEquity Customer Service Score by Ethnicity
HealthEquity's Customer Service score was rated the highest by Other customers, and the lowest by Caucasian customers.
Sign Up for Brand Profile PRO to get the full Customer Service by Ethnicity data of HealthEquity.
0
20
40
60
80
100
| Summary | Ethnicity | Customer Service Score |
|---|---|---|
Caucasian 1.5 | Caucasian | 1.5 |
African American/Black 1.5 | African American/Black | 1.5 |
Other 2.2 | Other | 2.2 |
HealthEquity Customer Service Score by Age
HealthEquity's Customer Service score was rated the highest by customers ages 31-35, and the lowest by customers ages 66+.
Sign Up for Brand Profile PRO to get the full Customer Service by Age data of HealthEquity.
0
20
40
60
80
100
| Summary | Age | Customer Service Score |
|---|---|---|
31-35 3.5 | 31-35 | 3.5 |
36-40 1.8 | 36-40 | 1.8 |
41-45 2 | 41-45 | 2 |
46-50 1.5 | 46-50 | 1.5 |
51-55 1.5 | 51-55 | 1.5 |
56-60 2 | 56-60 | 2 |
61-65 1.5 | 61-65 | 1.5 |
66+ 1.5 | 66+ | 1.5 |
HealthEquity Customer Service Score by Usage
HealthEquity's Customer Service score was rated the highest by customers who have used HealthEquity's products/services for 2 to 5 Years, and the lowest by customers with Less than 1 Year of usage.
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HealthEquity Customer Service Score by Industry
HealthEquity's Customer Service score was rated the highest by Insurance industry customers, and the lowest by Healthcare, Hospitals and Medicine industry customers.
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HealthEquity Customer Service vs. Competitors
Compared to its competitors, HealthEquity's Customer Service score is rated right above Optum Health & Technology Australia Pty Limited, and is preceded by Fidelity Investments.
| COMPANY | Customer Service Score | |
|---|---|---|
| Fidelity Investments | 3.2/5 |
| HealthEquity | 1.9/5 |
| Optum Health & Technology Australia Pty Limited | N/A |
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HealthEquity as an Employer
4.1/5
HealthEquity has a 4.1/5 stars for its overall company culture rated by their employees
top
15%
Consumer vs. Employees
HealthEquity scored a -43 for Net Promoter Score and a 12 for Employee Net Promoter Score. NPS gauges how likely a customer of HealthEquity would recommend the brand to a friend. ENPS measures how likely HealthEquity employees would recommend working at HealthEquity to a friend.
Net Promoter Score
-43
NPS Score
| 28% | Promoters |
|---|---|
| 1% | Passive |
| 71% | Detractors |
Employee Net Promoter Score
12
eNPS Score
| 49% | Promoters |
|---|---|
| 14% | Passive |
| 37% | Detractors |
