About Questis
Questis is a Technology company based in Charleston (United States) founded in 2004. Financial service solutions are provided to enterprises using AI technology. Questis has raised $7.4 million across 3 funding rounds from investors including CapA and IOP Capital. The company has 19 employees. Questis offers products and services including Unlimited 1:1 Coaching and Personal Finance App. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Management Training. Its legal entity is Questis, Inc. Its competitors include Brex, Expensify and Nava Benefits; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Charleston, United States
- Employees 19
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website questis.co
- Social LinkedIn X
- Legal Name Questis, Inc.
- Total Equity Funding$7.4M (USD)
in 3 rounds
- Latest Funding Round$5.4M (USD), Series A
Mar 2017
- InvestorsCapA
& 1 more
- Employee Count19
Products & Services of Questis
Questis offers a comprehensive portfolio of products and services, including Unlimited 1:1 Coaching and Personal Finance App.
Personalized financial advice through sessions for budgeting and life events.
App for comprehensive budgeting, tracking, and investment tools.
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 $7.4M
- Total Rounds 3
- Last Round Series A — $5.4M
- First Round $2M
(Sep 2015)
- Investors Count 2
All 3 funding rounds of Questis with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar 2017 | $5.4M | Series A | – | – | – |
| Jan 2016 | $2.8M | Debt – Venture | – | – | |
| Sep 2015 | $2M | Seed | – | IOP Capital | – |
2 investors in total: 2 institutional.
Investors in Questis
Questis has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include CapA and IOP Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Early stage investments are provided by CapA in startups. | 2013 | capitalapartners.com | ||
| iopcapital.com |
Investor details for Questis
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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People of Questis
3 people are tracked at Questis (1 in leadership, 2 in team); the tracked headcount is 19.
| Name | Role | Group |
|---|---|---|
Brian Holland | Director of Channel Partnerships | Leadership |
Kiameshea Prewitt, AFC®, CCRS™ | Lead Financial Empowerment Coach | Team |
Kimberly Esse, AFC®, CTP, MSW Student | Financial Coach | Team |
Complete people profiles for Questis
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Timeline of Questis
3 dated milestones of Questis across 13 years, from founding to its latest funding, stage changes and deals.
- Founded Questis is founded.
- Funding First funding round of $2.0M.
- Funding Latest funding round, Series A, of $5.4M.
Competitors of Questis
Questis has 3 listed competitors in our database, 3 of them funded. They include Brex, Expensify and Nava Benefits.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| brex.com | 2017 | Draper, United States | $1.2B | SaaS-driven credit card and spend management solutions platform for businesses | ||
| expensify.com | 2008 | San Francisco, United States | $27.75M | 133 | Cloud-based expense management solutions are offered for business travelers. | |
| navabenefits.com | 2019 | New York, United States | $90M | Employee benefits brokerage and administrative services are provided to companies. |
Detailed competitors of Questis
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- Full competitor set
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Top companies in HR & Workforce Technology
3 companies that operate in the same segment as Questis (HR & Workforce Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Anonymous employee reviews and job search platform are operated. | 2007 | San Francisco, California, United States | USD 201.5 M | 1,695 | ||
Cloud-based LMS platform for IT industry | 2004 | Farmington, Utah, United States | USD 235.41 M | USD 4.95 M | 1,774 | |
Employee health benefits are facilitated via a cloud-based platform. | 2007 | Plymouth Meeting, Pennsylvania, United States | USD 228.3 M |
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Related news about Questis
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Frequently Asked Questions about Questis
Questis was founded in 2004 and raised its 1st funding round 11 years after it was founded.
Questis is headquartered in Charleston, United States. It is registered at Charleston, South Carolina, United States.
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 2015.
Questis has 19 employees.
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.
Questis's top competitors include Brex, Expensify and Nava Benefits.
Questis offers Unlimited 1:1 Coaching and Personal Finance App.
Questis has 2 investors. Key investors include CapA, and IOP Capital.
Questis operates through Questis, Inc..