Questis

Charleston, United States Founded: 2004 • Age: 22 yrs
Financial service solutions are provided to enterprises using AI technology.
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About Questis

Questis is a company based in Charleston (United States) founded in 2004.. Questis has raised $7.4 million across 3 funding rounds from investors including CapA and IOP Capital. The company has 19 employees as of December 31, 2022. Questis offers products and services including Unlimited 1:1 Coaching and Personal Finance App. Questis operates in a competitive market with competitors including Brex, Expensify, Nava Benefits, OFCOLOR and LearnLux, among others.

  • Headquarter Charleston, United States
  • Employees 19 as on 31 Dec, 2022
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Questis, Inc.
Operational Areas
Technology → Enterprise Software & Productivity Solutions
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $7.4 M (USD)

    in 3 rounds

  • Latest Funding Round
    $5.4 M (USD), Series A

    Mar 31, 2017

  • Investors
    CapA

    & 1 more

  • Employee Count
    19

    as on Dec 31, 2022

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Products & Services of Questis

Questis offers a comprehensive portfolio of products and services, including Unlimited 1:1 Coaching and Personal Finance App. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Personalized financial advice through sessions for budgeting and life events.

App for comprehensive budgeting, tracking, and investment tools.

People of Questis
Headcount 10-50
Employee Profiles 3
Employee Profiles
People
Kiameshea Prewitt, AFC®, CCRS™
Lead Financial Empowerment Coach
People
Kimberly Esse, AFC®, CTP, MSW Student
Financial Coach
People
Brian Holland
Director of Channel Partnerships

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Teams

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Funding Insights of Questis

Questis has successfully raised a total of $7.4M across 3 strategic funding rounds. The most recent funding activity was a Series A round of $5.4 million completed in March 2017. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 3
  • Last Round Series A — $5.4M
  • First Round

    (01 Sep 2015)

  • Investors Count 2
Date Amount Transaction Name Valuation Lead Investors Investors
Mar, 2017 Amount Series A - Questis Valuation

investors

Jan, 2016 Amount Debt – Venture - Questis Valuation

investors

Sep, 2015 Amount Seed - Questis Valuation IOP Capital
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Questis

Questis has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include CapA and IOP Capital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Investor Description Founded Year Domain Location
Early stage investments are provided by CapA in startups.
Founded Year Domain Location
-
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Questis

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Questis

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Questis Comparisons

Employees
+
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Competitors of Questis

Questis operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Brex, Expensify, Nava Benefits, OFCOLOR and LearnLux, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
SaaS-driven credit card and spend management solutions platform for businesses
domain founded_year HQ Location
Cloud-based expense management solutions are offered for business travelers.
domain founded_year HQ Location
Employee benefits brokerage and administrative services are provided to companies.
domain founded_year HQ Location
Employee financial benefits are delivered via a cloud-based platform.
domain founded_year HQ Location
Personal finance skills are taught via online interactive tools.
domain founded_year HQ Location
Financial wellness platform for workforce savings and collaboration is provided.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Questis

Frequently Asked Questions about Questis

When was Questis founded?

Questis was founded in 2004 and raised its 1st funding round 11 years after it was founded.

Where is Questis located?

Questis is headquartered in Charleston, United States. It is registered at Charleston, South Carolina, United States.

Is Questis a funded company?

Questis is a funded company, having raised a total of $7.4M across 3 funding rounds to date. The company's 1st funding round was a Seed of $2M, raised on Sep 01, 2015.

How many employees does Questis have?

As of Dec 31, 2022, the latest employee count at Questis is 19.

What does Questis do?

Questis was founded in 2004 and is headquartered in Charleston, United States. Financial service solutions are offered to enterprises in the financial sector. AI technology is utilized to deliver financial information and support operations. A personalized tech platform and financial coaches are employed to enhance employee retention, boost productivity, and alleviate financial stress within organizations.

Who are the top competitors of Questis?

Questis's top competitors include Brex, Expensify and Nava Benefits.

What products or services does Questis offer?

Questis offers Unlimited 1:1 Coaching and Personal Finance App.

Who are Questis's investors?

Questis has 2 investors. Key investors include CapA, and IOP Capital.

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