Business Wire · Jun 2026
Announced Lively Axis, the company’s AI healthcare payments and benefits platform, and reported faster reimbursement timelines, higher claims volume, and other operating metrics.
Modern employee benefits & health savings account (HSA) provider
Company research
Public company, workplace, funding, and market signals
Updated Jul 30, 2026
Overview
Lively is a San Francisco-based, remote-first employee benefits platform focused on HSAs and adjacent tax-advantaged benefits. It combines proprietary software and AI support with human service for individuals, employers, and brokers.
Primary product
Health Savings Accounts (HSA) and a multi-benefit employee benefits platform
Founded
2016
Headquarters
950 Mason St. #1355, San Francisco, CA 94108, United States
Team size
100-150
Work style
Remote
Industry
Financial Services
Sub-industry
Employee benefits / HSA platform
Offices
950 Mason St. #1355, San Francisco, CA 94108
301 Howard St #550, San Francisco, CA
588 Sutter Street, San Francisco, CA
188 King St #501, San Francisco, CA
Business model
B2B SaaS
B2C self-serve HSA
PEPM employer pricing
optional investment fees
Funding
People & investors
Leadership
Co-founder and CEO
Co-founder and COO
CTO and CPO
VP, Finance
VP, Operations and Services
Work & culture
Values-driven and remote-first, with integrity, empathy, determination, accountability, and a values interview in hiring; the company also emphasizes DE&I, virtual community building, and annual in-person all-hands.
Work style
Remote
Compensation
Public careers pages signal competitive salary plus equity and a broad benefits package (health, dental, vision, HSA, 401(k), life insurance, commuter, flexible vacation, parental leave, and learning/wellness support).
Benefits
competitive salary
health insurance
dental insurance
vision insurance
employer HSA contributions
401(k)
equity
life insurance
commuter benefits
flexible vacation policy
paid parental leave
reimbursable lifestyle accounts
learning and wellness opportunities
monthly virtual events
annual in-person all-hands
Product & market
Pricing
Individuals can use Lively HSA for $0; employers are quoted at $0 PEPM subject to a $200 monthly minimum, with optional investment access fees for certain brokerage/guided portfolio choices.
Differentiators
- —owns and operates its platform end to end
- —AI Benefits Assistant and Lively Axis automation
- —no-fee consumer HSA offering
- —fast human support and high first-contact resolution
- —bundle of HSA/FSA/HRA/LSA/COBRA/commuter benefits
- —integrations with HRIS, payroll, and health plan data
- —dedicated Customer Success Managers for larger employers
- —transparent pricing with no hidden fees
Technology
AWS
Next.js
Tailwind CSS
Bootstrap
Swiper
Goober
AES-256
TLS 1.2+
Two-factor authentication
Customers
individual HSA account holders
employers
brokers
benefits consultants
HR teams
small businesses
enterprise employers
ZGA Architects
Francis Howell School District
UCAN
Precision Media Solutions
Competitors
HealthEquity
HSA Bank
Fidelity HSA
Optum Bank
Further
First Dollar
Scale & contact
Estimated revenue
$10M-$20M
Estimated monthly visits
405.4K
Traffic estimate as of Jun 2026
Latest news
Business Wire · Mar 2026
Released the 8th Annual HSA Spend Report examining changing HSA spending patterns and what they imply about healthcare consumption.
Business Wire · Feb 2026
Published research on how HR teams are using AI to reduce administrative burden rather than replace people.
Business Wire · Jan 2026
Reported record HSA balances and highlighted the company’s view that HSA eligibility expansion can improve affordability.
Business Wire · May 2025
Announced surpassing $2 billion in HSA assets and expanded product coverage across HSAs and adjacent employer benefits.
Jobs and careers at Lively, Inc.
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