HealthEquity, Inc. (NASDAQ:HQY) Q4 2022 Earnings Conference Call March 22, 2022 4:30 PM ET Company Participants Richard Putnam - Investor Relation Jon Kessler - President and Chief Executive Officer Ted Bloomberg - Executive Vice President and Chief Operating Officer Tyson Murdock - Executive Vice President and Chief Financial Officer Conference Call Participants Anne Samuel - JP Morgan Greg Peters - Raymond James George Hill - Deutsche Bank Scott Schoenhaus - Stephens David Larsen - BTIG Mark Marcon - Bair ...

HealthEquity® JP Morgan Conference Investor presentation January 2022 Copyright © 2022 HealthEquity, Inc. All rights reserved. HealthEquity does not provide legal, tax or financial advice. Safe harbor This presentation contains "forward-looking" statements that are based on our management's beliefs and assumptions and on information currently available to management. These forward-looking statements include, without limitation, statements regarding our industry, business strategy, plans, goals and expectati ...

HealthEquity® Investor presentation December 2021 Copyright © 2021 HealthEquity, Inc. All rights reserved. HealthEquity does not provide legal, tax or financial advice. Safe harbor This presentation contains "forward-looking" statements that are based on our management's beliefs and assumptions and on information currently available to management. These forward-looking statements include, without limitation, statements regarding our industry, business strategy, plans, goals and expectations concerning our m ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-36568 HEALTHEQUITY, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Delaware 52-2383166 (I.R.S. ...

HealthEquity, Inc. (NASDAQ:HQY) Q3 2022 Earnings Conference Call December 6, 2021 4:30 PM ET Company Participants Jon Kessler – President and CEO Richard Putnam – Investor Relation Steve Neeleman – Vice Chair and founder Tyson Murdock – Executive Vice President and CFO Ted Bloomberg – Executive Vice President and Chief Operating Officer Conference Call Participants Anne Samuel – JP Morgan Greg Peters – Raymond James Sean Dodge – RBC Capital Markets George Hill – Deutsche Bank Donald Hooker – KeyBanc Scott S ...

Company Overview - HealthEquity has 13.1 million total accounts, 6.0 million HSA members, and $15.5 billion in HSA assets as of July 31, 2021[7] - The company serves approximately 100,000 employer clients and has 174 network partners[7,9] - HealthEquity estimates a market-wide revenue opportunity in the range of $8-10 billion[8] Growth Strategies - The company aims to win new network partners and clients, with approximately 35% of retirement plan partners managing defined contribution plan assets[8,9] - HealthEquity intends to increase cross-sell uptake and balance growth through engagement platforms and connected 401(k) offerings[8,12] - M&A initiatives are a key part of HealthEquity's strategy, focusing on custodial consolidation and additional solutions[8,20] Financial Performance - HealthEquity reported $15471 million in total HSA assets for Q2FY22[25] - The company's Q2FY22 revenue grew by 7% year-over-year, with a 9% increase in Adjusted EBITDA[27] - HealthEquity's cash, cash equivalents, and marketable securities totaled $754 million as of July 31, 2021[28] Future Outlook - HealthEquity projects revenue between $755 million and $765 million for the fiscal year ending January 31, 2022[30] - The company anticipates Adjusted EBITDA between $241 million and $247 million and Non-GAAP EPS between $1.45 and $1.50 for the same period[30]

HealthEquity® Investor presentation September 2021 Copyright © 2021 HealthEquity, Inc. All rights reserved. HealthEquity does not provide legal, tax or financial advice. Safe harbor This presentation contains "forward-looking" statements that are based on our management's beliefs and assumptions and on information currently available to management. These forward-looking statements include, without limitation, statements regarding our industry, business strategy, plans, goals and expectations concerning our ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-36568 HEALTHEQUITY, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Delaware 52-2383166 (I.R.S. Em ...

HealthEquity, Inc.'s (NASDAQ:HQY) Q2 2022 Earnings Conference Call September 8, 2021 4:30 PM ET Company Participants Richard Putnam - Investor Relations Jon Kessler - President and CEO Steve Neeleman - Vice Chair and Founder Tyson Murdock - EVP and CFO Ted Bloomberg - EVP and COO Conference Call Participants Greg Peters - Raymond James Anne Samuel - JPMorgan George Hill - Deutsche Bank Donald Hooker - KeyBanc Sean Dodge - RBC Capital Markets David Larsen - BTIG Scott Schoenhaus - Stephens Allen Lutz - Bank ...

HealthEquity® Investor presentation June 2021 Copyright © 2021 HealthEquity, Inc. All rights reserved. HealthEquity does not provide legal, tax or financial advice. Safe harbor This presentation contains "forward-looking" statements that are based on our management's beliefs and assumptions and on information currently available to management. These forward-looking statements include, without limitation, statements regarding our industry, business strategy, plans, goals and expectations concerning our marke ...