Digital Marketing Associate, Lively

The startup will use its sizeable investment funding and revenue to build more consumer tools, scale its team and further expand its offerings to financial institutions and employers, exemplified by a 2021 deal to provide accounts via BMO Harris.

While the platform’s product-first approach has seen it successfully achieve $500m AUM faster than any other HSA provider, it is ultimately a savings account provider. That means market turbulence could hurt the company’s bottom line. Despite this, its continual addition of diverse sets of customers and diversity of products should ensure Lively’s growth.