Questis
Charleston, US · South Carolina corporation · 1 known investors
Find your way into Questis
Sign up to see every warm intro you have to Questis
- Paths you didn't know you had: your email and LinkedIn already hold routes to the Questis team. We find them for you
- 2nd- and 3rd-degree connections: the friend-of-a-friend routes that take hours to manually find through your inbox or LinkedIn
- Answers now, not in days: momentum is everything in a raise. Skip asking around whether someone knows someone
Days of research, done the moment you sign in, with every route ranked by how warm it is.
Questis provides a financial wellness platform that combines personalized coaching with technology to help employees manage their finances and reach financial goals. It is offered as an employee benefit through employers.
Founders & leadership
LR

Lynn RaynaultCEOLynn Raynault has over 25 years of executive leadership experience as a CEO and former Chief Marketing Officer, having held roles at public companies, private equity-backed firms, and venture-backed startups in fintech and SaaS. As CEO of Financial Wellness Labs, Inc., the parent company of Questis, she leads the development of AI-powered financial wellness platforms for enterprise employers.
DD
Dirk DewittNamed on SEC filing
SW
Steve WilbourneNamed on SEC filing
JT
John TabbNamed on SEC filing
Investors · 1
Reported raises · per SEC filings
Form D private placements$5.4M disclosed across 1 of 2 rounds · 2016–2017
▶$5.4MraisedNov 2017 · 46 investors · Other TechnologyRule 506(b)
▶$5.4MraisedNov 2017 · 46 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Dirk DewittDirector
- Steve WilbourneExecutive Officer, Director
- John TabbExecutive Officer, Director
- Offering amount
- $5.4M
- Amount sold
- $5.4M
- Minimum investment
- $10K
- First sale
- Mar 2017
- Incorporated
- Corporation, South Carolina
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Related companies · 4
iCertis, Inc.Icertis provides AI-native contract intelligence software that helps enterprises automate and optimize contract management to accelerate business execution.
Ascentis
SertisSertis is a managing general agent offering non-admitted multifamily property insurance for professionally managed, garden-style apartment buildings, including mixed-use, senior, subsidized, and student housing. It uses a proprietary risk assessment platform that draws on data from digital property management to set risk-based pricing and underwriting, with coverage backed by Accelerant.
Quest DiagnosticsQuest Diagnostics is the world's leading provider of diagnostic information services, serving one in three adult Americans and half of US physicians and hospitals. The company offers diagnostic insights and testing services to consumers and healthcare providers to support health decision-making.
Companies working in the same space as Questis.
Frequently asked questions
- What does Questis do?
- Questis provides a financial wellness platform that combines personalized coaching with technology to help employees manage their finances and reach financial goals. It is offered as an employee benefit through employers.
- Who are Questis's investors?
- Questis's investors include Capital A Partners.
- How much funding has Questis raised?
- Questis has disclosed $5.4M raised across 1 of its 2 known rounds.
- Where is Questis headquartered?
- Questis is headquartered in Charleston, US.

