Engage Wellness

What Engage Wellness does

Engage Wellness is a privately held U.S. employee-benefits intermediary founded in 2018-2019 and headquartered in Clearfield, Utah. The company sells an integrated corporate wellness plan to small and mid-sized employers, structured as an IRS Section 125 Cafeteria Plan that enables pre-tax payroll redirection and corresponding FICA tax savings of typically 7.65% per enrolled employee. Its competitive pitch is that program costs are largely offset by these tax savings while delivering a benefits package employees will actually use.

The platform bundles nine benefit modules accessible through a member portal and partner provider networks: 24/7 telemedicine with board-certified physicians, virtual mental wellness counseling, VSP-branded vision discounts, Select POS dental network savings, DirectLabs discounted lab testing across 3,000+ certified labs, Amplifon hearing aid discounts, Homelink durable medical equipment discounts, and Direct Primary Care visits at a flat $10 rate. The offering is positioned as compliant with IRS, ERISA, HIPAA, and ADA regulations. Underlying technology is a virtual/telephonic healthcare delivery layer combined with a member portal for enrollment, quarterly wellness activity tracking, and monthly employer reporting.

The business model is a direct, consultative B2B sales motion targeting U.S. business owners and HR decision-makers in the 10-500 employee range. Revenue is generated primarily through annual employer-paid subscriptions plus ancillary transaction-based economics from healthcare provider networks (labs, dental, vision, hearing, medical equipment). The company additionally commits 10% of profits to its Engaged Giving Foundation, including 5% directed to the Tunnel to Towers Foundation in honor of a co-founder's fallen family member. Engage Wellness has 1-10 employees, no disclosed funding rounds, no mobile app, and no public revenue disclosure.

Name

Engage Wellness

Legal name

Engage Wellness

Website

https://engagewellness.org

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Engage Wellness is a privately held U.S. employee-benefits platform that bundles telemedicine, mental wellness, dental, vision, hearing, labs, medical equipment, and $10 primary care into a Section 125 Cafeteria Plan for SMB employers, monetizing via annual subscriptions and ancillary provider-network transaction fees.

Ownership category

akta.pro rank

Product category

Employee Wellness Benefits Administration

NAICS

Insurance and Employee Benefit Funds (5251)

SIC

Hospital & Medical Service Plans (6324)

akta.pro primary industry

Employer Wellness & Population Health Programs (HLAEAAAH)

akta.pro secondary industries

Worksite Financial Wellness & Employee Assistance Programs (EAP) (FSAIAMAN), Wellness Program Design & Accountability Coaching (HSADAGAC)

Keywords

• Employee wellness benefits
• Corporate wellness programs
• Telemedicine access
• Healthcare discount networks
• Cafeteria plan administration

Headquarters

HQ city

Ogden

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. Employee Wellness Plan Subscription: Annual employer-paid subscription for employee wellness benefits. Employers pay for the program, with costs offset by tax savings through IRS-compliant Section 125 Cafeteria Plan structure. The program generates FICA tax savings (7.65% per participating employee) that typically offset program costs.
2. Discounted Healthcare Services (Ancillary Revenue): Volume discount arrangements with healthcare providers (labs, dental, vision, hearing, medical equipment) where Engage Wellness aggregates employees across client companies to access discounted rates. Savings passed to employees, with Engage benefiting from participation volume.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Engage Wellness provides an integrated employee wellness benefits platform structured as an IRS-compliant Section 125 Cafeteria Plan. The plan bundles telemedicine, mental wellness counseling, dental, vision, hearing, lab testing, medical equipment discounts, and $10 flat-rate primary care visits into a single employer-paid subscription that generates a 7.65% FICA tax savings per participating employee.

Product overview

Engage Wellness is a unified employee wellness benefits platform designed to help employers offer tax-saving wellness programs. The platform is structured as a single comprehensive plan incorporating multiple benefit modules: Telemedicine (24/7 virtual physician access), Mental Wellness (virtual counseling), VSP® Vision Savings Pass (vision care discounts), Select POS Dental Network (dental discounts), Amplifon Hearing Health Care (hearing aid discounts), DirectLabs (lab testing discounts), Homelink Medical Equipment and Services, Direct Primary Care ($10 visits), and Engage Giving (philanthropic giving program). The platform is designed to be IRS, ERISA, HIPAA, and ADA compliant, with built-in tax savings through Section 125 Cafeteria Plan integration.

Differentiator

Problem solved

Functional benefit

Products and services

• Engage Wellness Plan Integrated employee wellness benefits platform structured as an IRS-compliant Section 125 Cafeteria Plan, bundling telemedicine, mental wellness, dental, vision, hearing, lab testing, medical equipment discounts, and $10 primary care visits into a single employer-paid subscription that generates 7.65% FICA tax savings per participating employee.
• Telemedicine 24/7 virtual healthcare access allowing employees to consult board-certified, state-licensed doctors by phone or video for common non-emergency medical concerns.
• Mental Wellness Confidential virtual or phone counseling sessions with licensed mental health professionals providing support for anxiety, stress, depression, and related concerns.
• VSP Vision Savings Pass Vision care discount program providing reduced-cost eye exams, glasses, and contact lenses through VSP's nationwide network of private-practice eye doctors.
• Select POS Dental Network Dental discount network offering 20-50% savings on routine and major procedures including cleanings, crowns, root canals, and dentures with no waiting periods.
• Amplifon Hearing Health Care Hearing aid discount program offering 35-70% off most hearing aids through a national provider network via the Amplifon partnership.
• DirectLabs Discounted laboratory testing service providing 10-80% off blood tests and wellness screenings at over 3,000 certified labs nationwide.
• Homelink Medical Equipment and Services Discount program for durable medical equipment including beds, wheelchairs, insulin pumps, glucometers, and pain management tools with 5-40% savings.
• Direct Primary Care Low-cost primary care option providing $10 flat-rate visits for urgent care and primary care services at participating providers in select areas.

Quantifiable outcome

• 7.65% FICA tax savings per participating employee through pre-tax contribution structure
• +5 more outcomes

Named customers4 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Seven partnerships are on record, tiered flagship, core and supporting.

• Tunnel to Towers FoundationflagshipStrategic or Co-development Partner · 3 November 2018Engage Wellness donates 5% of all profits to Stephen Siller Tunnel to Towers Foundation, which provides homes to Gold Star families and families of fallen first responders. The connection stems from co-founder's brother-in-law Major Brent Taylor being killed in action in Afghanistan in November 2018.
• DirectLabscoreTechnology or IntegrationPartnership providing employees access to over 3,000 certified labs nationwide for blood chemistry and wellness tests with 10-80% discount off regular pricing. Direct-to-consumer testing with no insurance hassles, supporting early detection and chronic condition monitoring.
• VSP Vision CarecoreTechnology or IntegrationVSP Vision Savings Pass provides employees access to exclusive discounts on eye exams, glasses, contacts, and more through VSP's nationwide network of private-practice doctors. Members receive special offers and member-only extras.
• Amplifon Hearing Health CarecoreTechnology or IntegrationAmplifon partnership provides employees access to high-quality hearing aids at 35-70% off MSRP through a trusted nationwide network of providers. Supports aging workers and those with dependents needing hearing support.
• Select POS Dental NetworkcoreTechnology or IntegrationAccess to one of the largest national dental networks offering 20-50% savings on both routine and major procedures including cleanings, exams, root canals, crowns, and dentures. No waiting periods or complicated paperwork.
• Homelink Medical EquipmentsupportingTechnology or IntegrationHomelink provides discounted access to durable medical equipment including beds, wheelchairs, insulin pumps, glucometers, muscle stimulators, and pain management tools with 5-40% off pricing through nationwide provider network.
• Engaged Giving FoundationflagshipStrategic or Co-development PartnerEngage Wellness's philanthropic arm receives 10% of all company profits. Five percent supports Tunnel to Towers Foundation (veterans/first responders), and 5% provides grants to local nonprofits in communities of Strategic Giving Partners (clients).

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Wellable: Wellable provides corporate wellness program design, tracking, and reporting for employers of similar size to Engage Wellness, with overlap in wellness activity tracking and employer reporting.
• Zane Benefits: Zane Benefits specializes in Section 125 / defined contribution health benefits administration for small businesses, overlapping directly with Engage Wellness's tax-advantaged benefits positioning.
• Wellness Corporate Solutions: WCS designs and delivers employee wellness programs including biometric screenings, coaching, and online portals to mid-market employers, paralleling Engage's bundled wellness offering.
• PeopleKeep: PeopleKeep administers Section 125 cafeteria plans and ICHRA products for small employers, the same regulatory mechanism Engage Wellness uses to generate FICA savings. Most directly comparable on plan structure and SMB target market.
• Take Command Health: Take Command administers ICHRA and Section 125 plans for SMB employers, a near-identical go-to-market and product wedge to Engage Wellness.

Broad incumbents

• Zenefits: Zenefits offers a unified HR, payroll, and benefits platform that includes Section 125 administration and wellness perks, competing for the same small/mid-market employer buyer.
• HealthEquity: HealthEquity is a leading consumer-directed benefits administrator (HSAs, HRAs, Section 125) with overlapping plan-administration logic and SMB employer relationships.
• Castlight Health: Castlight provides employer healthcare navigation and benefits engagement platforms, addressing similar employer pain points around benefits utilization and cost control.
• WageWorks / WTW (Health & Benefits Administration): WTW (formerly WageWorks) administers Section 125, COBRA, and consumer-directed benefit plans for employers at scale, an incumbent in the same product category.
• Wellness 360 (Virgin Pulse / Personify Health): Personify Health (formerly Virgin Pulse) is a large, established corporate wellness platform with employer engagement, biometric, and wellbeing modules competing for the same HR/benefits buyer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/engagewellnessorg
• LinkedInlinkedin.com/company/engage-wellness-org

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Engage Wellness