Flex

About Flex

Flex is a company focused on simplifying HSA/FSA payments for health and wellness brands, aiming to increase average order value (AOV) by 50% and checkout conversion by 30% through a specialized payments infrastructure.

Products & Services

HSA/FSA Payments Infrastructure:Enables seamless HSA/FSA payments in-app or on websites, handling complexities like split cards and subscriptions.

Autopilot Compliance:Automatically verifies HSA/FSA eligibility and generates Letters of Medical Necessity for compliance.

Smarter Insights:Provides dashboards and insights to track customer spending trends and drive revenue.

Shopify Payment App:Integration for Shopify to accept HSA/FSA payments.

Web Checkout:Solution for web-based HSA/FSA payment processing.

Letter of Medical Necessity (LOMN):Tool to support compliance with HSA/FSA purchases.

Specialties

HSA/FSA Payments E-commerce Integration Compliance Automation Enterprise Payment Solutions

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Series A T: - FT: Series A	A: 15000000 MR: - FA: 15 million FAN: 15000000	D: 2025-09-02 FD: 2025-09-02	6 investors
2	RT: Seed T: - FT: Seed	A: 3200000 MR: - FA: 3.2M FAN: 3200000	D: 2024-09-04 FD: 2024-09-04	4 investors

Series A Latest

2025-09-02

$15.0M

6 investors (Pro only)

Seed 2024-09-04

$3.2M

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Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Mock Up

Team & Leadership

S

Sam O'Keefe

Founder

LinkedIn (Pro only)

M

Miguel Toledo

Founder

LinkedIn (Pro only)

D

Dalton Caldwell

Primary Partner

Recent News

Flex Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised