Partnership options that bring scalable HSA innovation to the table

We are invested in your success. That’s why we designed customizable and cost-effective partnership options to both meet your clients’ needs and accelerate the growth of your business.

Lively Partners


With Lively, you can count on a modern and 100% transparent approach to HSA management. Together, we eliminate roadblocks to your success while actively seeking out opportunities for revenue sharing and growth.

Innovative, proprietary technology

Lively was built from the ground up to seamlessly integrate with the platforms you’re already using.

A customer-centric experience

We provide your clients and account owners the tools they need to get the most out of HSAs over time.

Dedicated, concierge support

Whether you need help with implementation, renewals, or ongoing support, we’ve got you covered with 100% dedicated concierge support for your employer group, regardless of their size.

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Benefits Administration Platforms

You move fast, and so do we. That’s why Lively has built a seamless onboarding experience and 100% friction-free integrations to complement it. Now employers can spend less time dealing with administrative headaches, and more time focused on what matters the most: driving business growth.

Friction-free integrations

Fewer headaches for you, and faster time to value for your clients.

Enhanced employer experience

Your clients can start opening employee accounts in minutes instead of hours. And Lively’s tools and dedicated support make managing employee HSAs simple as it should be.

Better workflows

Employers can continue to work directly in your dashboard and have confidence that any contribution changes are seamlessly pushed to Lively.

conceptual illustration of lively partner benefits platform

Health Plans

Don’t settle for a check-the-box provider. Our HSA complements your plans to deliver a best in class healthcare experience that drives customer loyalty and satisfaction at the same time.

The HSA raises the bar.

Pair your HDHP with an HSA provider that matches the quality of your plans, and can be counted on to deliver. We are a top rated HSA provider for good reason.

Optimized health plan engagement.

Lively’s HSA experience helps your members be more engaged with—and make informed decisions about—their health plans.

Your very own HSA experts.

Rely on Lively’s team of specialists to provide current and comprehensive HSA support for your clients and members.

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Financial Advisors

100% tax-free savings and investing don’t come around too often. See how you can offer a Lively HSA for clients, at scale.

Free to account owners

Our HSA is free for individuals: no monthly fees, no minimums, no nonsense. It’s that simple.

Triple tax advantages

Tax-deductible contributions, tax-free interest, and tax-free withdrawals (for medical expenses). Your clients can manage health expenses tax-free, and save for retirement.

Personalized investments

Easy online investing with robust investment options (stocks, bonds, mutual funds, ETFs). Your clients can invest in what they want, without any minimums required.

conceptual illustration of lively for financial advisors

Financial Institutions

Unlock new opportunities by showcasing your dedication to user-friendly design and innovative technology with a best-in-class HSA experience. Partner with Lively to delight your customers and stand apart from the competition within your footprint.

We’ve got you covered

Our turn-key HSA administration teams completely eliminate the added stress HSAs often place on compliance, marketing, and customer support.

No competitive interests

Lively is not a bank or credit union, so we don't compete with your products. We are HSA experts, who free you up to focus on your core business, unhindered by HSA minutiae.

Concierge service for all

We assign account managers to train key banking staff and provide all customer support to our mutual HSA customers for both individuals and employer groups.

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Get started

Get in touch with our team to learn more about Lively's partner program.

Partner with a top-rated HSA provider
Receive a dedicated point of contact for you and your clients
Offer clients a customer-centric design & experience