Financial Wellness Labs

Name

Financial Wellness Labs

Legal name

Financial Wellness Labs, Inc.

Website

https://financialwellnesslabs.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Workplace Financial Wellness Software

NAICS

Health and Welfare Funds (525120)

SIC

Finance Services (6199), Investment Advice (6282)

akta.pro primary industry

Employee Financial Wellness Platforms (Workplace PFM) (FSAGADAK)

akta.pro secondary industries

Financial Education & Coaching (Digital Programs, Tools) (FSAGADAH), Net Worth & Personal Balance Sheet Tracking (FSAGADAF), Financial Coaching & Budgeting Advisory (FSAEAAAH)

Keywords

• Financial wellness software
• Workplace benefits platform
• AI financial coaching
• Employee financial guidance
• Retirement readiness tools

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Platform Subscription (B2B SaaS): Financial Wellness Labs generates revenue through B2B SaaS subscriptions, offering their Finley and Questis platforms to employers, credit unions, and advisors. The platforms provide ongoing financial wellness support as a service, implying recurring subscription revenue from organizational clients who provide the solution to their employees or members.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Financial Wellness Labs provides two B2B SaaS platforms — Finley, an AI-powered conversational financial wellness assistant for individuals, and Questis, a comprehensive workplace financial wellness platform that combines personalized human coaching with behavioral insights and integrations. The platforms are sold to employers, credit unions, and financial advisors who deliver the solution to their employees, members, or clients to support budgeting, saving, planning, and retirement readiness.

Product overview

Financial Wellness Labs operates as a platform company offering two distinct product lines: Finley, an AI-powered personal financial wellness chatbot for individuals, and Questis, a comprehensive workplace financial wellness platform. Both products leverage AI-powered personalization and are designed for employers, advisors, credit unions, and HR leaders to deliver hyper-personalized, always-on financial guidance to end users. The platform blends human coaching with intelligent digital tools to support employees and individuals moving from financial stress to stability.

Differentiator

Problem solved

Functional benefit

Brands

• Finley: AI-powered personal financial wellness platform for individuals, offering real-time financial guidance for budgeting, saving, and planning. Built for employers, advisors, and HR leaders.
• Questis

Products and services

• Finley AI-powered personal financial wellness assistant that provides real-time conversational guidance to individuals on budgeting, saving, and financial planning; distributed through employers, advisors, and HR leaders.
• Questis Complete workplace financial wellness platform that empowers organizations to support employees' day-to-day financial needs through personalized coaching, behavioral insights, and integrations to reduce stress and improve financial habits.

Quantifiable outcome

• Support employee wellbeing, workforce resilience, and retirement readiness
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature3 records

Partnerships

Three partnerships are on record, tiered core.

• StraightLine Group LLCcoreStrategic or Co-development Partner · 14 February 2026Financial Wellness Labs, through its subsidiary Questis, has partnered with StraightLine Group LLC to integrate financial wellness education into the investment advisor's traditional financial planning and investment advisory services. StraightLine Group is an SEC-registered investment advisor specializing in 403(b) retirement plans for faculty and staff at colleges, universities, and nonprofit institutions, working with plan administrators such as TIAA and Fidelity.
• TIAAcoreStrategic or Co-development PartnerTIAA serves as a plan administrator partner working with StraightLine Group LLC, which integrates Financial Wellness Labs' Questis platform for 403(b) retirement plan services in the education and nonprofit sectors.
• FidelitycoreStrategic or Co-development PartnerFidelity serves as a plan administrator partner working with StraightLine Group LLC, which integrates Financial Wellness Labs' Questis platform for 403(b) retirement plan services in the education and nonprofit sectors.

Scale indicators1 record

Recent moves3 records

Expansion highlights5 records

Market position

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries1 record

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Financial Wellness Labs