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Questis runs a financial wellness platform for employers, pairing staff with financial planners, based in Englewood Cliffs, US.
Founded in 2014 and based in Englewood Cliffs, US, Questis, Inc. provides a financial wellness platform that combines one-on-one coaching from Certified Financial Planners with budgeting and spending tracking. Its clients are mainly HR teams that offer the service to employees, usually on subscription. Steve Wilbourne founded the company and Lynn Raynault is CEO. Questis raised USD 3.2 mn in a Seed round in February 2025, led by an individual investor, after completing 3 deals.
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