Questis Overview

  • Founded
  • 2004
  • Status
  • Private
  • Employees
  • 25
  • Latest Deal Type
  • Debt - PPP
  • Investors
  • 3

Questis General Information


Operator of a digital financial wellness platform intended to enhance existing financial wellness offerings or power entirely new ones. The company's platform uses scalable, secure and actionable software for personalized guidance to leverage trusted coaches and systems of the financial firms, enabling firms to scale the role and effectiveness to fuel real change and progress for financial well-being.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Business/Productivity Software
Other Financial Services
Primary Office
  • 176 Croghan Spur
  • Charleston, SC 29407
  • United States
+1 (855) 000-0000
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Questis Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Debt - PPP 09-Apr-2020 000.00 Completed Generating Revenue
3. Seed Round 01-Nov-2017 00.00 000.00 Completed Generating Revenue
2. Seed Round 01-Sep-2017 $2M $2M Completed Startup
1. Debt - General 19-Sep-2013 Completed Startup
To view Questis’s complete valuation and funding history, request access »

Questis Comparisons

HQ Location
Total Raised
Post Valuation
Last Financing Details
Operator of a digital financial wellness platform intended to enhance existing financial wellness offerings or power ent
Financial Software
Charleston, SC
25 As of 2021
000000000 - 000.00


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San Jose, CA
000 As of 0000
0000 0000-00-00
00000000000 00000


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000000000 00000000
Mountainside, NJ
00 As of 0000
0000000000 0
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Questis Competitors (11)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
PayActiv Venture Capital-Backed San Jose, CA 000 00000 00000000000 00000
00000000 Venture Capital-Backed Mountainside, NJ 00 0000 0000000000 0
0000000000 Formerly VC-backed San Francisco, CA 000 00000 00000000 00000
0000000 Formerly Angel backed Powhatan, VA 000 000 000000&0 000
00000 Formerly VC-backed San Jose, CA 000 000.00 000000&0 000.00
You’re viewing 5 of 11 competitors. Get the full list »

Questis Executive Team (9)

Name Title Board Seat Contact Info
Steve Wilbourne Co-Founder, Chief Executive Officer & Board Member
John Tabb Co-Founder, Head, Product, Co-Chief Operating Officer & President
Anthony Porto Co-Chief Operating Officer
Kurt Kraus Chief Technology Officer
Mary Hannah Burwell Marketing Director
You’re viewing 5 of 9 executive team members. Get the full list »

Questis Board Members (2)

Name Representing Role Since
Dirk Dewitt Self Board Member 000 0000
Steve Wilbourne Questis Co-Founder, Chief Executive Officer & Board Member 000 0000
To view Questis’s complete board members history, request access »

Questis Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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Questis Investors (3)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Capital A Partners Venture Capital Minority 000 0000 000000 0
Good Growth Capital Venture Capital Minority 000 0000 000000 0
IOP Capital Angel Group Minority 000 0000 000000 0
To view Questis’s complete investors history, request access »