Questis
Questis is a B2B financial wellness platform that sells employer-paid subscriptions combining an AI-assisted personal finance app with unlimited AFC-certified financial coaching, targeting HR and benefits teams at mid-market and enterprise employers across the United States.
- Company typePrivate
- Founded2015
- HeadquartersCharleston, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Questis does
Questis (operated under Financial Wellness Labs, Inc., a New Jersey corporation) is a B2B financial wellness platform sold to employer HR and benefits teams as a subscription benefit for their workforce. Founded in 2015 and headquartered in Englewood, NJ with operational roots in Charleston, SC, the company combines a personal finance application (account aggregation, AI-driven budgeting, investment tracking, and goal setting) with unlimited 1:1 coaching delivered by AFC Certified Financial Coaches, packaged with a done-for-you 2-week launch program and a workforce-level analytics dashboard for HR. The platform is sold on a per-employee-per-month subscription ($5 PEPM for 50–500 employees, $3.50 PEPM for 501–1,000, custom for 1,000+) with additional launch fees, multi-year enterprise contracts at the top tier, and white-label distribution through a partner program targeting financial advisors, wealth managers, TPAs, and benefits brokers. Core technology relies on MX Technologies for financial data aggregation, Stripe for payments, and SOC 2 Type II-certified infrastructure; AI is positioned as a budgeting assistant and recommendation layer rather than a proprietary model stack. The company claims over 100,000 employees served since 2015, with named customers spanning healthcare, insurance, consumer goods, financial services, and the higher education/nonprofit segment accessed through a 2026 partnership with StraightLine Group.
Questis firmographics
Firmographics- Name
- Questis
- Legal name
- Financial Wellness Labs, Inc.
- Website
- https://questis.co
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Questis is a B2B financial wellness platform that sells employer-paid subscriptions combining an AI-assisted personal finance app with unlimited AFC-certified financial coaching, targeting HR and benefits teams at mid-market and enterprise employers across the United States.
- Ownership category
- akta.pro rank
Questis industry classification
Industry- Product category
- Financial Wellness Software
- NAICS
- Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Worksite Financial Wellness & Employee Assistance Programs (EAP) (FSAIAMAN)
- akta.pro secondary industry
- Benefits Administration & Total Rewards Outsourcing (BPACAKAE)
Keywords
Where Questis is headquartered
LocationHeadquarters
- HQ city
- Charleston
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Questis business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Subscription - Per Employee Per Month: Questis operates on a subscription-based B2B model charging employers per employee per month. Pricing is tiered based on organization size: Premium tier at $5/employee/month for 50-500 employees, Advanced tier at $3.50/employee/month for 501-1000 employees, and Enterprise tier with custom pricing for 1,000+ employees. All tiers include a launch fee and feature unlimited 1:1 coaching, full account aggregation, personal financial dashboard, and workforce reporting.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Premium: $5 per employee per month for organizations with 50-500 employees |
| Subscription | Monthly | Advanced: $3.50 per employee per month for organizations with 501-1000 employees |
| Subscription | Multi-year contract | Enterprise: Custom pricing for organizations with 1,000+ employees |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Questis product offering
Product offeringCore offering
Questis is a B2B financial wellness platform sold to employers as an employee benefit. It bundles unlimited 1:1 financial coaching from AFC Certified Financial Coaches with a Personal Finance App featuring account aggregation, AI-driven budgeting, investment tracking, and goal setting. Employers receive a workforce analytics dashboard for HR insights, while employees access mobile and web tools to manage budgeting, debt, retirement, and major life financial decisions.
Product overview
Questis is a comprehensive financial wellness platform that combines unlimited 1:1 coaching with Certified Financial Planners and a Personal Finance App with AI-driven tools. The platform operates as a unified offering with modules for employer workforce reporting and a partner program for white-label distribution. Key components include the core Financial Coaching service providing on-demand personalized guidance, the Personal Finance App featuring all-in-one dashboard with account aggregation, budgeting, and investment tracking tools, and Workforce Reporting for HR analytics. The platform is designed for employers to offer as an employee benefit and is also available through partners including financial advisors and broker-dealers.
Differentiator
Problem solved
Functional benefit
Products and services
- Questis Financial Wellness Platform Comprehensive B2B financial wellness platform combining unlimited 1:1 coaching with Certified Financial Planners and software tools for budgeting, spend tracking, investment planning, and benefit optimization. Sold to employers as an employee benefit.
- Financial Coaching On-demand unlimited 1:1 financial coaching sessions with AFC Certified Financial Coaches, available after hours, covering budgeting, debt management, retirement planning, and major life transitions. Included in all employer subscriptions.
- Personal Finance App Mobile and web application with all-in-one dashboard featuring real-time account aggregation, AI-driven budgeting assistant, investment tracking tools, and goal setting capabilities for employees at client organizations.
- Workforce Reporting and Analytics HR-facing analytics dashboard providing employers with anonymized, aggregate insights into workforce financial wellness, engagement metrics, financial stress indicators, and ROI reporting. Included with employer subscriptions.
- Partner Program (White-Label and Reseller) White-label and reseller partnership program for financial advisors, TPAs, broker-dealers, and benefits brokers to deliver Questis financial wellness services to their employer and plan sponsor clients, including dedicated integration support and ROI data reporting.
Quantifiable outcome
- 84% reduction in attrition for companies with financial wellness programs
- +6 more outcomes
Companies that use Questis
Customer profileNamed customers6 records
Segments3 records
Ideal customer profiles3 records
Questis technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
AI capability4 records
Feature4 records
Questis partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- StraightLine Group LLCcoreStraightLine Group LLC, a financial advisory firm, is integrating financial wellness education with its services through a collaboration with Financial Wellness Labs, Inc. (parent company of Questis). The integration aims to enhance employee financial well-being, especially within 403(b) retirement plans at higher education and nonprofit institutions.
- MX Technologies Inc.coreMX Technologies Inc. is utilized by Financial Wellness Labs/Questis to collect, process, and store financial account information for users via the platform. This integration enables account aggregation and financial data management.
- StripecoreStripe serves as the payment processor for Questis, collecting, processing, and storing payment information directly for the company. Used for all online payment processing and optional storage of payment information on user profiles.
Scale indicators11 records
Recent moves6 records
Expansion highlights5 records
Questis competitors and assessment
Company assessmentDirect peers
- LearnLux: LearnLux is a financial wellness platform for employers that combines personalized financial planning technology with access to Certified Financial Planners, closely overlapping Questis's hybrid coaching-plus-software model and target HR buyer.
- SmartPath: SmartPath delivers financial wellness education, coaching, and planning tools to employees through employer benefits programs, serving a comparable mid-market and enterprise HR buyer with a similar PEPM-like subscription model.
- Origin (financial wellness): Origin offers a financial wellness benefit combining planning, coaching, and savings tools for employees via employer contracts, positioning it as a direct head-to-head competitor to Questis in the same worksite financial wellness category.
- Financial Finesse: Financial Finesse provides employer-sponsored financial coaching and education programs with a heavy emphasis on personalized CFP-led guidance, comparable to Questis's unlimited 1:1 certified coaching value proposition.
- Enrich Financial Wellness: Enrich is a financial wellness platform for employees that pairs education, planning tools, and coaching, targeting similar HR and benefits buyers in the same worksite financial wellness category as Questis.
- BrightDime: BrightDime provides employee financial wellness benefits including budgeting, debt payoff, and coaching tools, targeting employers through a comparable B2B subscription model with similar PEPM-style economics.
Broad incumbents
- Fidelity Financial Wellness: Fidelity offers a broad suite of workplace financial wellness resources, education, and planning tools as part of its wider retirement and benefits platform, representing a large incumbent competitor with overlapping employee financial wellness content.
- Edelman Financial Engines: Edelman Financial Engines is a large incumbent in employer-provided financial planning and advice, offering personalized advice and digital tools at scale and competing with Questis for HR buyer attention in the financial wellness category.
- Prudential Financial Wellness: Prudential offers workplace financial wellness programs as part of its broader insurance and retirement benefits portfolio, serving overlapping employer customers with educational and planning resources.
Emerging players
- Edukate (Telus Health): Edukate, now part of Telus Health, provides financial education, benefits navigation, and wellness tools to employees, representing an emerging competitor with a comparable employee-facing benefits platform model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Questis social profiles
Digital presenceQuestis compliance and trust
Trust signalCompliance1 record
Questis financial estimates
Financial estimateRevenue estimate
Valuation estimate
Questis leadership team
Management profileNumber of profiles
Profiles10 records
Questis funding detail
Funding detailFunding overview
Funding rounds2 records
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Questis M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Questis
What does Questis do?
Questis is a B2B financial wellness platform sold to employers as an employee benefit. It bundles unlimited 1:1 financial coaching from AFC Certified Financial Coaches with a Personal Finance App featuring account aggregation, AI-driven budgeting, investment tracking, and goal setting. Employers receive a workforce analytics dashboard for HR insights, while employees access mobile and web tools to manage budgeting, debt, retirement, and major life financial decisions.
Is Questis a public or private company?
Questis is a private company. It is classified as venture growth investor backed and is currently operating.
When was Questis founded?
Questis was founded in 2015. It employs 11 to 50 people.
Where is Questis based?
Questis is headquartered in Charleston, United States, in the North America region.
How does Questis make money?
One revenue line is on record: subscription - Per Employee Per Month.
Who are Questis's main competitors?
Direct peers on record are LearnLux, SmartPath, Origin (financial wellness), Financial Finesse, Enrich Financial Wellness and BrightDime. Broad incumbents are Fidelity Financial Wellness, Edelman Financial Engines and Prudential Financial Wellness. Edukate (Telus Health) is listed as an emerging player.
Does Questis have an API?
No public API is recorded for Questis.
What industry is Questis in?
Questis's product category is Financial Wellness Software. Its primary akta.pro industry code is FSAIAMAN, Worksite Financial Wellness & Employee Assistance Programs (EAP), with a secondary code of BPACAKAE, Benefits Administration & Total Rewards Outsourcing. Its NAICS code is 524292 and its SIC code is 8742.