Fundraising Fox

Questis

Charleston, US · South Carolina corporation · 1 known investors

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

DD
Dirk DewittNamed on SEC filing
SW
Steve WilbourneNamed on SEC filing
JT
John TabbNamed on SEC filing
LR
Lynn RaynaultinCEO

Investors · 1

Reported raises · per SEC filings

Form D private placements

$5.4M disclosed across 1 round · 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.

Competitors · 4

by search overlap

Companies competing with Questis for the same Google search keywords, organic and paid, via search-intersection analysis.

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 round.
Where is Questis headquartered?
Questis is headquartered in Charleston, US.