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Lively

Lively is a US-based Health Savings Account (HSA) platform designed for employers and individuals. It offers a user-friendly experience to manage HSAs, which are tax-advantaged accounts allowing users to contribute pre-tax dollars, invest funds tax-free, and withdraw tax-free for qualified medical expenses. Lively focuses on streamlined onboarding and administration for employers, automatic payroll sync, and aims to provide investment options including low-cost mutual funds, ETFs, and self-directed brokerage accounts. The platform charges no monthly fee for individuals' basic HSA accounts and offers investment capabilities with nominal fees. It serves individuals with high deductible health plans and employers seeking simplified HSA administration.

platform:web pricing:free pricing:freemium form:web-app form:saas feature:investment-options feature:payroll-integration feature:automated-onboarding feature:electronic-receipt-upload feature:rollover-support feature:tax-advantaged target:individuals target:employers target:small-business domain:fintech use-case:personal-finance use-case:tax-savings

Features

Investment Options
Payroll Integration
Automated Onboarding
Electronic Receipt Upload
Rollover Support
Tax Advantaged

Testimonies

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Basic Info
  • Category Finance
Website Other
Availability & Pricing
  • Pricing Model
    Free Freemium
AI Curation

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