We do it because we love it
Not everyone gets excited about FSAs and HSAs. But we do. Combining our team's decades of experience in the consumer-directed benefits space and our passion for technology, we developed a product that better serves the benefits industry with unmatched capabilities and zero fuss.
We saw a problem.
So we solved it.
The consumer-directed benefits industry delivers much-needed financial gains for consumers, but the supporting technology is fundamentally flawed. Outdated solutions create headaches and stress—especially when trying to meet consumers' expectations for speed and experience. In order for administrators to support their clients in the most effective way possible, we set out to create something fresh, sustainable and unique. So we created Elevate.
The values that set us apart
Elevate is committed to being all the things that today's account administrators need. These values underpin all we do to relentlessly redefine the technology and experiences that power benefit accounts.
Be better
We constantly deliver better benefit solutions that maximize efficiency without adding complexity.
Be proven
We’ve built the most powerful platform for instant, consumer-friendly benefit experiences.
Be pioneering
We celebrate our rich, foundational experience and a heritage devoted to positive change.
Be modern
We embrace AI and automation to power instant claims processing and other modern innovations.
Be driven
We are dedicated to providing a true alternative to the growing tech debt of the legacy platforms.
Be innovative
We continually seek emerging technological advancements to deliver the highest quality experience.
Priceless investment
Building a comprehensive modern platform isn't easy, and we recognized the complexity involved. That’s why we gave a team of dozens of expert developers, coders, and designers two years of distraction-free time to work on our industry's biggest problems. Unburdened by tech debt and given the ability to pursue a singular focus, we were able to build the perfect solution.
Why Elevate?
Because account administrators have put up with the tedious workarounds and time-wasting tech debt of legacy platforms for too long. It's led to diminished expectations and the normalization of everything from error-prone claims processes to declining profit margins. So why settle for outdated solutions that fall short of your customers' expectations? It's time to turn the page on the past with the first benefit account platform automated and AI-enabled for the present—and future.
We're building the future of benefits
Say hello to the most innovative team in the consumer benefits industry.
Executive team
Brian is a visionary, leading Elevate in leveraging the latest financial technology that makes consumer directed benefits easier to understand and use for employees and their families. Prior to founding Elevate, Brian led the team at Businessolver that developed and launched a proprietary, in-house consumer directed benefits solution for Fortune 100, state government, and mid-sized business clients.
As co-founder and CTO, Brian is involved in every aspect of Elevate’s development and sets the technology vision. As the former CTO and co-founder of ConnectYourCare, an industry leader recently acquired by Optum, Brian wrote the original code for its platform 20 years ago in his apartment. Now, he’s applying all the lessons learned from two decades of experience to the Elevate platform.
Scott brings his experience as the former COO of WageWorks to Elevate, where he ensures that each client has an effortless experience from day one. Scott also served as VP of Customer Care at McKesson and held various leadership roles within Fidelity Investment’s benefits administration practice. Scott’s passion is to leverage the latest technologies so that customers won’t require help, but his team is ready to deliver an outstanding experience should they ever need it.
Keith is a seasoned Employee Benefits and Financial Services executive who combines his extensive experience in solution selling, partnerships, and business development with a genuine passion for creating visionary strategies and delivering successful outcomes. Keith previously led sales teams at Businessolver, WageWorks, and DoubleNet Pay.
Alicia brings a deep background in consumer account marketing to Elevate. She is responsible for leading end-to-end marketing initiatives that promote corporate visibility and support business growth. Prior to this role, Alicia held marketing leadership roles at Optum and ConnectYourCare.
With a strong background in product design and user experience, Amanda brings deep expertise to Elevate’s product strategy. Amanda previously held Senior Product Manager roles at Optum and ConnectYourCare and has her master’s in human centered computing.
Our board
CEBS- and HSAe-certified, Jim brings to Elevate 35 years of experience in the consumer-driven health business.
Michael is a founder and General Partner at Bowery Capital based in New York.
Ruth is a fintech investor and emerging technology & communications expert with 20 years international experience in VC and at Fortune 500 companies.
An early employee at WageWorks with a GTM background, Sean is actively involved in helping Elevate make smarter investment decisions.
Board observers
Christian is a General Partner at Fin Capital and has deep expertise in emerging FinTech and PropTech companies.
Elaine is the Co-Lead of Greycroft's Albertsons Fund, a multi-stage single LP venture capital fund.
Advisory board
Cheryl is a highly regarded Enterprise Sales expert in the financial services industry. With a strong skill set in coaching, sales management, team building, and overall management, she brings a wealth of expertise to her advisory role.
Cynthia is a growth-driven, full-stack marketing, branding, and communications executive with over 25 years of experience driving results and revenue for companies of all sizes. She excels in GTM strategic vision, execution, measurement, and optimization, leveraging creativity, data-driven approaches, and business acumen to deliver outcome-based results.
Dan is a fintech operator, investor, and entrepreneur who currently serves as the SVP of Newline by Fifth Third. With a strong corporate development and strategy background, Dan has deep investment and advisory experience working with early-stage companies that are reshaping the global financial services industry.
Jamie is a dedicated healthcare system advocate who founded ConnectYourCare and RealLifeHR, two companies that played a significant role in transitioning the U.S healthcare system to a consumer-based model. With a track record of growing companies to high valuations, Jamie excels in strategy development, team management, and achieving desired outcomes.
Shashank Saxena is General Manager for Workday VNDLY, having previously co-founded and served as CEO of VNDLY, a top vendor management systems provider acquired by Workday. With extensive experience in corporate strategy and partnerships, Shashank has a proven history of building and scaling agile organizations within Fortune 25 companies.
Modern. Fast. Nimble.
Elevate is shaking up the slow-moving world of employee benefits with the industry's first AI-powered, ultra-reliable benefits engine that is market-proven to simplify account experiences for administrators, employers and participants.
Best Advance in Practical AI
We're proud to be recognized as an industry leader in HR tech.
Ready to say goodbye to your pain points one by one?
Schedule a demo today to see how Elevate can drive your business to new heights.