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HealthEquity

Finance · New York, United States · 865 Employees

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About

Headquarters

767 5th Ave Fl 9, New York City, New York, 1015...

Phone Number

(646) 446-2700

Revenue

$166.4 Million

Industry

Finance General Finance

Who is HealthEquity

Over 30 years experience in financial services, financial technology and retail banking. Served as Chief Financial Officer of CardConnect, which me rged with FinTech Acquisition Corp., a former SPAC, in July 2016 and was subsequently acquired by First Data in 2017. Most recently provided consulting services to private companies that were evaluating mergers with SPACs, as well as to SPAC sponsor teams. Served as Executive Director of Heartland Payment Systems. Held various leadership roles at Bank of America, Commerce Bancorp and eCount. Former Member of the Card Operations Risk Executive Council for Visa. Most recently acted as VP, Finance at First Data. Served as SVP, Finance at CardConnect, which merged with FinTech Acquisition Corp., a former SPAC, in July 2016 and was subsequently acquired by First Data in 2017. Former Associate at Carousel Capital, a private equity investment firm. Former Analyst at Edgeview Partners (now Piper Jaffray), an advisory firm specializing in mergers and acquisitions. Served as a director of WageWorks (NYSE: WAGE) until its acquisition by HealthEquity in August 2019 and of JetPay Corporation until its acquisition by NCR in December 2018. Senior Advisor for MissionOG, a growth-equity firm in Philadelphia. Former Partner at William Blair where he served as Head of the Technology and Financial Services Groups. Clinical Assistant Professor of Finance at the University of Illinois Gies College of Business. Board member for BankUnited (NYSE: BKU), Essent Group Ltd. (NYSE: ESNT) and Global Atlantic Financial Group Ltd. Most recently served as CFO of BankUnited from 2009 until his retirement in 2013. Held several leadership positions with Commerce Bancorp, including CFO (2002-2008) and Chief Accounting Officer (1995-2002), prior to their acquisition by TD Bank.Read more

Popular SearchesHealthEquitySouth Mountain Merger CorpSIC Code 62,621NAICS Code 52,523Show more

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Frequently Asked Questions Regarding HealthEquity

Where is HealthEquity located?
HealthEquity's headquarters are located at 767 5th Ave Fl 9, New York City, New York, 10153, United States
What is HealthEquity's phone number?
HealthEquity's phone number is (646) 446-2700
What is HealthEquity's official website?
HealthEquity's official website is www.smmergercorp.com
What is HealthEquity's Revenue?
HealthEquity's revenue is $166.4 Million
What is HealthEquity's SIC code?
HealthEquity's SIC: 62,621
What is HealthEquity's NAICS code?
HealthEquity's NAICS: 52,523
How many employees does HealthEquity have?
HealthEquity has 865 employees
What industry does HealthEquity belong to?
HealthEquity is in the industry of: Finance General, Finance
What is HealthEquity competition?
HealthEquity top competitors include: Saban Community Clinic, Centerview Partners, Financial Technology Partners, Fortress Investment Group
What technology does HealthEquity use?
Some of the popular technologies that HealthEquity uses are: WordPress.org, Google Universal Analytics, Google Cloud Web Serving, Google Cloud Platform
How do I contact HealthEquity?
HealthEquity contact info: Phone number: (646) 446-2700 Website: www.smmergercorp.com
What does HealthEquity do?

Over 30 years experience in financial services, financial technology and retail banking. Served as Chief Financial Officer of CardConnect, which merged with FinTech Acquisition Corp., a former SPAC, in July 2016 and was subsequently acquired by First Data in 2017. Most recently provided consulting services to private companies that were evaluating... mergers with SPACs, as well as to SPAC sponsor teams. Served as Executive Director of Heartland Payment Systems. Held various leadership roles at Bank of America, Commerce Bancorp and eCount. Former Member of the Card Operations Risk Executive Council for Visa. Most recently acted as VP, Finance at First Data. Served as SVP, Finance at CardConnect, which merged with FinTech Acquisition Corp., a former SPAC, in July 2016 and was subsequently acquired by First Data in 2017. Former Associate at Carousel Capital, a private equity investment firm. Former Analyst at Edgeview Partners (now Piper Jaffray), an advisory firm specializing in mergers and acquisitions. Served as a director of WageWorks (NYSE: WAGE) until its acquisition by HealthEquity in August 2019 and of JetPay Corporation until its acquisition by NCR in December 2018. Senior Advisor for MissionOG, a growth-equity firm in Philadelphia. Former Partner at William Blair where he served as Head of the Technology and Financial Services Groups. Clinical Assistant Professor of Finance at the University of Illinois Gies College of Business. Board member for BankUnited (NYSE: BKU), Essent Group Ltd. (NYSE: ESNT) and Global Atlantic Financial Group Ltd. Most recently served as CFO of BankUnited from 2009 until his retirement in 2013. Held several leadership positions with Commerce Bancorp, including CFO (2002-2008) and Chief Accounting Officer (1995-2002), prior to their acquisition by TD Bank.Read More

Is HealthEquity a public company?
HealthEquity is private company therefore does not currently have an official ticker symbol
See more information about HealthEquity

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