Draper, 84020, UT,
United States
HealthEquity Technographics
HealthEquity Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by HealthEquity and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3170 HealthEquity employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that HealthEquity has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2015, Adobe WorkFront for Business Process Management in 2020, silk Platform for Generative AI Platforms in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems HealthEquity is running and its propensity to invest more and deepen its relationship with Oracle , Adobe Systems , Silk Technologies or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing HealthEquity revenues, which have grown to $1.00 billion in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for HealthEquity intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
HealthEquity Tech Stack and Enterprise Applications
HealthEquity ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2015 | 2015 |
In 2015, HealthEquity implemented Oracle NetSuite ERP as its ERP Financial platform. HealthEquity is a professional services organization with approximately 3,170 employees and roughly $1,000,000,000 in annual revenue, and the deployment centralized the companys financial application footprint on Oracle NetSuite ERP.
The implementation covered the full NetSuite stack and was configured across Usage Billing, Procurement, General Ledger, Accounts Payable, Accounts Receivable and Fixed Assets, among other standard financial modules. Oracle NetSuite ERP was used to instrument recurring and usage based billing workflows, procure to pay processes, GL posting and month end close sequencing. Configuration work included chart of accounts design, subledger mappings and accounting automation consistent with ERP Financial implementations.
Deployment followed a cloud native, single instance SaaS architecture consistent with NetSuite best practices, enabling centralized configuration and role based access control for finance and billing teams. Operational coverage targeted finance, accounting, billing operations and procurement functions, providing a unified transactional ledger and a system of record. The cited full understanding of the NetSuite stack indicates administrator level experience across modules to support ongoing configuration and maintenance.
Governance emphasis focused on standardized period close procedures, segregation of duties through role definition, and configuration governance for billing and procurement rules. The implementation narrative positions Oracle NetSuite ERP as HealthEquitys ERP Financial backbone for core financial and billing operations.
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HealthEquity ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe WorkFront | Business Process Management | ERP Services and Operations | n/a | 2020 | 2020 |
In 2020 HealthEquity deployed Adobe WorkFront as its Business Process Management platform, with public-facing evidence of WorkFront usage present on the company website. Adobe WorkFront serves as the enterprise work management layer to coordinate intake and delivery across internal teams.
The implementation leveraged Business Process Management capabilities common to the category, including project and portfolio management, workflow automation, request intake, and resource assignment to standardize task routing and approvals. Configuration emphasized form-based intake and approval flows that provide centralized status visibility and enforce consistent process steps.
WorkFront presence on the corporate site indicates a combination of internal work orchestration and external stakeholder visibility, suggesting use cases that include public-facing intake or portfolio transparency for partners and internal requestors. Operational coverage focused on cross-functional work coordination, aligning marketing, operations, and creative workstreams under a single work management layer.
Governance was structured around centralized request intake, role-based access controls, and predefined approval chains to reduce ad hoc handoffs and improve process consistency. The deployment framed Adobe WorkFront as the authoritative Business Process Management system to orchestrate work ownership and process enforcement across connected business functions.
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HealthEquity AI Development
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Silk Technologies | Legacy | silk Platform | Generative AI Platforms | AI Development | n/a | 2023 | 2023 |
In 2023, HealthEquity implemented the silk Platform in the Generative AI Platforms category to optimize HSA and benefits administration applications while migrating core systems to Microsoft Azure. The engagement targeted core benefits and transaction systems in the United States, with an explicit focus on improving runtime performance and cloud cost efficiency for benefits administration workloads.
The silk Platform was configured to provide generative AI runtime and model serving capabilities consistent with Generative AI Platforms, accelerating inference and operational throughput for transactional processes. Implementation emphasized lift and shift compatibility to enable modernization of the benefits administration stack without major refactoring of existing application code.
Deployment integrated the silk Platform with Microsoft Azure as the target cloud environment, operating alongside HealthEquity's HSA and benefits administration applications to improve processing performance and resource utilization. The engagement enabled HealthEquity to proceed with its Azure migration for core systems and delivered about 5 times faster performance and approximately 36 percent cloud cost savings as reported in the engagement.
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HealthEquity AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Chatbots and Conversational AI | AI-Powered Application |
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2021 | 2021 |
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HealthEquity Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2015 | 2015 |
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Collaboration | Collaboration |
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2020 | 2020 |
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HealthEquity Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application, Web and Enterprise Search | Content Management |
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2018 | 2018 |
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Digital Signing | Content Management |
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2020 | 2020 |
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HealthEquity CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Account Based Marketing | CRM |
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2022 | 2022 |
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Account Based Marketing | CRM |
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2024 | 2024 |
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Call Tracking and Recording | CRM |
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2020 | 2020 |
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CRM | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2021 | 2021 |
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Customer Support | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Engagement | CRM |
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2017 | 2017 |
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HealthEquity ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2013 | 2013 |
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Application Performance Management | ITSM |
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2021 | 2021 |
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Incident Management | ITSM |
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2018 | 2018 |
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IT Service Management | ITSM |
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2021 | 2021 |
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HealthEquity PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Project Portfolio Management | PPM |
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2021 | 2021 |
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HealthEquity Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Supplier Relationship Management | Procurement |
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2019 | 2019 |
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HealthEquity TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Treasury Management | TRM |
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2017 | 2017 |
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HealthEquity PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Apps Development | PaaS |
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2021 | 2021 |
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Test Automation Platform | PaaS |
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2024 | 2024 |
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Transactional Email | PaaS |
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2018 | 2018 |
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Transactional Email | PaaS |
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2018 | 2018 |
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HealthEquity IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2025 | 2025 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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HealthEquity CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at HealthEquity
Apps Being Evaluated by HealthEquity Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-12-01 | HealthEquity | Evaluated | HealthEquity | HealthEquity WageWorks | Benefits Administration | HCM |
| 2025-07-09 | HealthEquity | Evaluated | Fiserv | Fiserv Signature Bank Platform | Core Banking | ERP Services and Operations |
| 2024-09-06 | HealthEquity | Evaluated | Google Trust Services SSL | Secure Sockets Layer (SSL) | CyberSecurity |