What is Questis?
Questis offers a holistic financial wellness solution that integrates personalized coaching with advanced technology to combat workplace financial stress. Designed for both employers and employees, the platform aims to boost productivity, improve retention rates, and foster overall financial wellbeing. Through one-on-one coaching, money management tools, and retirement planning guidance, Questis addresses the core issues contributing to financial anxiety. The company leverages AI to tailor user experiences, creating a more resilient and financially secure workforce.
How much funding has Questis raised?
Questis has raised a total of $16.8M across 6 funding rounds:
Angel/Seed
$2M
Debt
$2.8M
Angel/Seed
$5.3M
Debt
$350K
Angel/Seed
$3.2M
Angel/Seed
$3.2M
Angel/Seed (2015): $2M with participation from IOP Capital
Debt (2016): $2.8M led by Capital A Partners
Angel/Seed (2017): $5.3M, investors not publicly disclosed
Debt (2020): $350K featuring PPP
Angel/Seed (2025): $3.2M, investors not publicly disclosed
Angel/Seed (2025): $3.2M with participation from StraightLine
Key Investors in Questis
StraightLine
StraightLine Group, with over two decades of experience, specializes in retirement and managed accounts for individuals and employers, emphasizing education and tailored investment plans to achieve financial freedom.
Capital A Partners
CapA is an early-stage microVC and angel fund that pioneers cross-border investing, providing crucial capital to startups across the U.S. and E.U. to foster their growth and success.
IOP Capital
IOP Capital is an early-stage venture capital and private equity firm established in 2014, headquartered in Charleston, South Carolina, focusing on emerging companies.
What's next for Questis?
The substantial enterprise-level funding underscores Questis's strategic growth phase, likely focused on scaling its technological infrastructure and expanding its market reach. This capital infusion is expected to fuel further development of its AI-driven personalization features and enhance its coaching network. The company is poised to solidify its position as a leader in corporate financial wellness, addressing a critical need for employers seeking to support their employees' financial health and, by extension, improve organizational performance.
See full Questis company page
