Questal operates the Questis financial wellness platform and is developing a next-generation personal financial management software upgrade. The platform combines advanced AI with AFCPE-certified financial coaches to deliver real-time, personalized financial guidance. Questal positions Questis as a market-leading tool to help users “have a conversation with money” and improve financial outcomes. The company plans to accelerate deployment and fast-track the rollout of its upgraded platform using the new funding. Leadership emphasizes integrating AI-driven insights with human expertise to serve users across different stages of their financial journeys. The board has been strengthened with new directors to support strategic growth and product expansion.

Total raised

$3M

Funding rounds

1

Latest round

Seed

Latest activity

Feb 2025