/Companies

Questis

Charleston, US · South Carolina corporation · 1 known investors

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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

LRLynn Raynault
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 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
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

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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.